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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
ZIMP
3101
Zimmermann Investment Management & Planning
Pennsylvania
– -$224K -573 Closed
RIS
3102
Retirement Income Solutions
Michigan
– -$221K -566 Closed
SDH
3103
Sloy Dahl & Holst
Washington
– -$221K -566 Closed
PAM
3104
Peak Asset Management
Colorado
– -$221K -564 Closed
W
3105
WPWealth
Texas
– -$219K -560 Closed
AWA
3106
Amplius Wealth Advisors
Pennsylvania
– -$219K -559 Closed
OPWM
3107
Oxinas Partners Wealth Management
Indiana
– -$217K -555 Closed
SRC
3108
Sage Rhino Capital
California
– -$217K -554 Closed
SLC
3109
Second Line Capital
Louisiana
– -$216K -551 Closed
FNBOO
3110
First National Bank of Omaha
Nebraska
– -$215K -550 Closed
PCMH
3111
Polymer Capital Management (HK)
Hong Kong
– -$215K -550 Closed
SSI
3112
Scott & Selber Inc
Texas
– -$215K -550 Closed
HWP
3113
Hibernia Wealth Partners
Louisiana
– -$215K -549 Closed
SF
3114
Safeguard Financial
Wisconsin
– -$215K -549 Closed
SP
3115
Successful Portfolios
Florida
– -$215K -549 Closed
GWA
3116
Gibson Wealth Advisors
Texas
– -$213K -545 Closed
SWM
3117
Sagace Wealth Management
Florida
– -$215K -545 Closed
BWA
3118
Burt Wealth Advisors
Maryland
– -$213K -544 Closed
FCG
3119
Fielder Capital Group
Tennessee
– -$213K -544 Closed
WCG
3120
Weaver Consulting Group
California
– -$212K -543 Closed
AWM
3121
Ariadne Wealth Management
California
– -$222K -542 Closed
CWA
3122
Consilio Wealth Advisors
Washington
– -$212K -542 Closed
EW
3123
Element Wealth
Mississippi
– -$210K -537 Closed
HFF
3124
Halter Ferguson Financial
Indiana
– -$210K -537 Closed
BAMG
3125
Brand Asset Management Group
Missouri
– -$210K -536 Closed
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