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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HP
3051
Hilltop Partners
Indiana
– -$209K -576 Closed
KA
3052
KDT Advisors
New York
– -$209K -575 Closed
OIC
3053
Orion Investment Company
Missouri
– -$209K -575 Closed
TAM
3054
TCP Asset Management
Ohio
– -$209K -575 Closed
JPLA
3055
Joseph P. Lucia & Associates
New York
– -$208K -572 Closed
MWA
3056
Motive Wealth Advisors
Michigan
– -$206K -568 Closed
PMG
3057
ProVise Management Group
Florida
– -$205K -565 Closed
TS
3058
TradeWell Securities
Indiana
– -$205K -564 Closed
CCWM
3059
Correct Capital Wealth Management
Missouri
– -$204K -563 Closed
RIG
3060
Renaissance Investment Group
Massachusetts
– -$204K -563 Closed
GDP
3061
Great Diamond Partners
Maine
– -$204K -562 Closed
WIM
3062
Waverton Investment Management
United Kingdom
– -$204K -562 Closed
C1AG
3063
Client 1st Advisory Group
Florida
– -$203K -559 Closed
UW
3064
Unique Wealth
Florida
– -$202K -557 Closed
PAS
3065
PKS Advisory Services
New York
– -$202K -556 Closed
WF
3066
WoodTrust Financial
Wisconsin
– -$202K -556 Closed
BWM
3067
BlackDiamond Wealth Management
New York
– -$200K -553 Closed
BDA
3068
Borer Denton & Associates
Pennsylvania
– -$201K -553 Closed
JCM
3069
Jacobsen Capital Management
Utah
– -$200K -552 Closed
PWP
3070
Prasad Wealth Partners
Ohio
– -$200K -552 Closed
WWA
3071
Wingate Wealth Advisors
Massachusetts
– -$198K -546 Closed
BDFN
3072
Bond & Devick Financial Network
Minnesota
– -$207K -528 Closed
CMBA
3073
C.M. Bidwell & Associates
Hawaii
– -$170K -468 Closed
CAS
3074
Coppell Advisory Solutions
Texas
– -$163K -447 Closed
PFT
3075
Providence First Trust
Arizona
– -$141K -390 Closed
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123
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