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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BOS
1151
Bingham Osborn & Scarborough
California
– -$224K -2,645 Closed
EWMCB
1152
EisnerAmper Wealth Management Corporate Benefits
New Jersey
– -$223K -2,628 Closed
WA
1153
Wealth Architects
California
– -$222K -2,615 Closed
BONST
1154
Bank of Nova Scotia Trust
Ontario, Canada
– -$219K -2,600 Closed
KWMG
1155
King Wealth Management Group
Florida
– -$220K -2,596 Closed
LCOV
1156
London Company of Virginia
Virginia
– -$220K -2,590 Closed
DIS
1157
Diversified Investment Strategies
Louisiana
– -$216K -2,550 Closed
WRM
1158
Weybosset Research & Management
Rhode Island
– -$216K -2,550 Closed
CHJWM
1159
Carlton Hofferkamp & Jenks Wealth Management
Texas
– -$211K -2,515 Closed
CW
1160
Cobiz Wealth
Colorado
– -$211K -2,487 Closed
RIG
1161
Roosevelt Investment Group
New York
– -$210K -2,477 Closed
CCT
1162
Country Club Trust
Missouri
– -$209K -2,463 Closed
BMO
1163
Beck Mack & Oliver
New York
– -$208K -2,452 Closed
LCM
1164
LVM Capital Management
Michigan
– -$208K -2,450 Closed
TAM
1165
Trillium Asset Management
Massachusetts
– -$206K -2,434 Closed
DT
1166
Diversified Trust
Tennessee
– -$205K -2,412 Closed
JWBC
1167
J.W. Burns & Co
New York
– -$204K -2,400 Closed
YMRC
1168
Yorktown Management & Research Company
Virginia
– -$204K -2,400 Closed
STMM
1169
South Texas Money Management
Texas
– -$203K -2,394 Closed
BRA
1170
Bender Robert & Associates
California
– -$202K -2,382 Closed
PI
1171
Pettee Investors
Connecticut
– -$201K -2,365 Closed
AUB
1172
Atlantic Union Bankshares
Virginia
– -$200K -2,364 Closed
RSVP
1173
Ramsay Stattman Vela & Price
Colorado
– -$200K -2,360 Closed
GS
1174
GAM Systematic
United Kingdom
– -$169K -1,993 Closed
FANJ
1175
Financial Architects (New Jersey)
New Jersey
– -$137K -1,620 Closed
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