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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
JPLA
3051
Joseph P. Lucia & Associates
New York
– -$208K -572 Closed
MWA
3052
Motive Wealth Advisors
Michigan
– -$206K -568 Closed
PMG
3053
ProVise Management Group
Florida
– -$205K -565 Closed
TS
3054
TradeWell Securities
Indiana
– -$205K -564 Closed
CCWM
3055
Correct Capital Wealth Management
Missouri
– -$204K -563 Closed
RIG
3056
Renaissance Investment Group
Massachusetts
– -$204K -563 Closed
GDP
3057
Great Diamond Partners
Maine
– -$204K -562 Closed
WIM
3058
Waverton Investment Management
United Kingdom
– -$204K -562 Closed
C1AG
3059
Client 1st Advisory Group
Florida
– -$203K -559 Closed
UW
3060
Unique Wealth
Florida
– -$202K -557 Closed
PAS
3061
PKS Advisory Services
New York
– -$202K -556 Closed
WF
3062
WoodTrust Financial
Wisconsin
– -$202K -556 Closed
BWM
3063
BlackDiamond Wealth Management
New York
– -$200K -553 Closed
BDA
3064
Borer Denton & Associates
Pennsylvania
– -$201K -553 Closed
JCM
3065
Jacobsen Capital Management
Utah
– -$200K -552 Closed
PWP
3066
Prasad Wealth Partners
Ohio
– -$200K -552 Closed
WWA
3067
Wingate Wealth Advisors
Massachusetts
– -$198K -546 Closed
BDFN
3068
Bond & Devick Financial Network
Minnesota
– -$207K -528 Closed
CMBA
3069
C.M. Bidwell & Associates
Hawaii
– -$170K -468 Closed
CAS
3070
Coppell Advisory Solutions
Texas
– -$163K -447 Closed
PFT
3071
Providence First Trust
Arizona
– -$141K -390 Closed
GC
3072
Globeflex Capital
California
– -$140K -386 Closed
SCA
3073
Stuart Chaussee & Associates
California
– -$134K -370 Closed
VIA
3074
Virtus Investment Advisers
Connecticut
– -$127K -350 Closed
EBA
3075
Eagle Bay Advisors
New York
– -$125K -344 Closed
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123
124 125