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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TCG
2951
Transcendent Capital Group
Oklahoma
– -$598K -1,648 Closed
UWS
2952
Unique Wealth Strategies
Illinois
– -$593K -1,635 Closed
BOTPPF
2953
Board of the Pension Protection Fund
United Kingdom
– -$580K -1,600 Closed
OCM
2954
Objective Capital Management
Ohio
– -$545K -1,501 Closed
MCB
2955
Morton Community Bank
Illinois
– -$542K -1,493 Closed
ACM
2956
Andina Capital Management
Utah
– -$532K -1,466 Closed
MIM
2957
Morningstar Investment Management
Illinois
– -$489K -1,348 Closed
BIP
2958
Blueprint Investment Partners
North Carolina
– -$483K -1,332 Closed
LWL
2959
Leo Wealth LLC
Texas
– -$469K -1,293 Closed
AI
2960
AdvisorShares Investments
Maryland
– -$461K -1,270 Closed
WHCI
2961
W.H. Cornerstone Investments
Massachusetts
– -$458K -1,262 Closed
WFC
2962
Western Financial Corp
California
– -$433K -1,194 Closed
AFM
2963
Armstrong Fleming & Moore
District of Columbia
– -$429K -1,184 Closed
SPI
2964
Sutton Place Investors
New York
– -$428K -1,181 Closed
SPA
2965
Sherbrooke Park Advisers
New York
– -$410K -1,131 Closed
DCM
2966
Driehaus Capital Management
Illinois
– -$404K -1,114 Closed
NWWA
2967
New Wave Wealth Advisors
Arkansas
– -$401K -1,106 Closed
GSWM
2968
Greenup Street Wealth Management
Michigan
– -$399K -1,099 Closed
LAS
2969
Legacy Advisory Services
Pennsylvania
– -$386K -1,064 Closed
SAM
2970
Secure Asset Management
Michigan
– -$377K -1,040 Closed
SRL
2971
Scientech Research LLC
New Jersey
– -$355K -978 Closed
DC
2972
Diametric Capital
Massachusetts
– -$350K -964 Closed
JE
2973
JMAC Enterprises
Pennsylvania
– -$348K -960 Closed
CP
2974
Clarendon Private
Massachusetts
– -$346K -953 Closed
NAG
2975
Northstar Advisory Group
New Jersey
– -$331K -912 Closed
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119
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