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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
2901
Steele Capital Management
Iowa
-$214K -643 Closed
A
2902
AJOVista
Massachusetts
-$214K -641 Closed
PD
2903
Planning Directions
Pennsylvania
-$212K -637 Closed
EC
2904
EntryPoint Capital
New York
-$154K -462 Closed
HIIFS
2905
Harel Insurance Investments & Financial Services
Israel
-$150K -457 Closed
CM
2906
Caption Management
Oklahoma
-$147K -440 Closed
Optiver Holding
2907
Optiver Holding
Netherlands
-$145K -434 Closed
SFS
2908
Symphony Financial Services
Ohio
-$266K -316 Closed
SP
2909
SWS Partners
Ohio
-$98K -294 Closed
AFWM
2910
Abich Financial Wealth Management
Virginia
-$71.5K -215 Closed
AFIA
2911
America First Investment Advisors
Nebraska
-$64K -192 Closed
HH
2912
HWG Holdings
Texas
-$54.1K -163 Closed
TWP
2913
Triad Wealth Partners
Kansas
-$49K -147 Closed
UWS
2914
Unique Wealth Strategies
Illinois
-$51.3K -140 Closed
TFF
2915
The Family Firm
Maryland
-$42K -126 Closed
QL
2916
Quarry LP
New York
-$34.3K -103 Closed
FCG
2917
Financial Connections Group
California
-$28K -87 Closed
EC
2918
Elequin Capital
New York
-$18.3K -55 Closed
FW
2919
Fairway Wealth
Ohio
-$16K -48 Closed
KFS
2920
Kelly Financial Services
Massachusetts
-$13K -39 Closed
LFA
2921
LGT Financial Advisors
Texas
-$9.33K -28 Closed
CP
2922
Camelot Portfolios
Ohio
-$8.33K -25 Closed
IA
2923
Icon Advisers
Colorado
-$8.33K -25 Closed
WIA
2924
Wetzel Investment Advisors
Indiana
-$2.93K -8 Closed
IC
2925
Innealta Capital
Texas
-$666 -2 Closed