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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
BWMG
4151
Barnes Wealth Management Group
California
– -$282K -398 Closed
TB
4152
Terril Brothers
Missouri
– -$282K -398 Closed
TIA
4153
Tandem Investment Advisors
South Carolina
– -$266K -375 Closed
OAM
4154
Oxford Asset Management
United Kingdom
– -$264K -373 Closed
NPF
4155
Norris Perne & French
Michigan
– -$262K -370 Closed
SEM
4156
Suncoast Equity Management
Florida
– -$240K -339 Closed
EWA
4157
Evolution Wealth Advisors
Florida
– -$239K -337 Closed
QFPS
4158
Quantum Financial Planning Services
Washington
– -$218K -308 Closed
NIA
4159
NIA Impact Advisors
California
– -$210K -296 Closed
FFS
4160
Flavin Financial Services
Florida
– -$209K -294 Closed
DIM
4161
DLK Investment Management
California
– -$206K -291 Closed
TLFA
4162
True Link Financial Advisors
California
– -$123K -174 Closed
LAS
4163
Lloyd Advisory Services
Georgia
– -$96.7K -137 Closed
PL
4164
Protective Life
Alabama
– -$88.6K -125 Closed
SMFG
4165
Sumitomo Mitsui Financial Group
Japan
– -$87.8K -100 Closed
IWS
4166
Intentional Wealth Strategies
Colorado
– -$61.6K -87 Closed
MWA
4167
Merkkuri Wealth Advisors
New York
– -$55.9K -79 Closed
Simplex Trading
4168
Simplex Trading
Illinois
– -$65.9K -75 Closed
CIEC
4169
Crédit Industriel et Commercial
France
– -$58.9K -67 Closed
TWM
4170
TopTier Wealth Management
Wisconsin
– -$42.2K -60 Closed
NI
4171
NCP Inc
California
– -$19.8K -28 Closed
WPA
4172
Wealth Preservation Advisors
Tennessee
– -$9.21K -13 Closed
BCM
4173
Berbice Capital Management
New York
– -$7.08K -10 Closed
IRC
4174
Investors Research Corp
Georgia
– -$7.08K -10 Closed
DI
4175
DAGCO Inc
Ohio
– -$5.67K -8 Closed