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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1576
Affinity Wealth Management
Delaware
– -$219K -1,608 Closed
STMM
1577
South Texas Money Management
Texas
– -$218K -1,601 Closed
CA
1578
Cornerstone Advisory
Maryland
– -$217K -1,592 Closed
AIM
1579
Alambic Investment Management
California
– -$217K -1,590 Closed
LNB
1580
Ledyard National Bank
– -$216K -1,585 Closed
HCM
1581
Hutchinson Capital Management
California
– -$214K -1,570 Closed
CHA
1582
Cooper/Haims Advisors
New York
– -$214K -1,567 Closed
TCM
1583
Traynor Capital Management
Pennsylvania
– -$213K -1,561 Closed
HFA
1584
High Falls Advisors
New York
– -$212K -1,552 Closed
RSVP
1585
Ramsay Stattman Vela & Price
Colorado
– -$211K -1,550 Closed
WF
1586
WoodTrust Financial
Wisconsin
– -$211K -1,550 Closed
CG
1587
Corundum Group
Colorado
– -$211K -1,547 Closed
LC
1588
Lavaca Capital
Texas
– -$211K -1,546 Closed
P
1589
&Partners
Tennessee
– -$210K -1,540 Closed
CCM
1590
Canal Capital Management
Virginia
– -$209K -1,533 Closed
BCM
1591
BlueCrest Capital Management
Jersey
– -$207K -1,518 Closed
CWM
1592
Cordatus Wealth Management
Pennsylvania
– -$206K -1,511 Closed
NDSI
1593
Newman Dignan & Sheerar Inc
Rhode Island
– -$206K -1,510 Closed
W
1594
Wealthquest
Ohio
– -$204K -1,504 Closed
AIP
1595
Almanack Investment Partners
Pennsylvania
– -$205K -1,503 Closed
CCM
1596
Chickasaw Capital Management
Tennessee
– -$204K -1,500 Closed
LWM
1597
Lyell Wealth Management
California
– -$204K -1,500 Closed
NCM
1598
Novare Capital Management
North Carolina
– -$204K -1,500 Closed
SWMG
1599
Sanchez Wealth Management Group
Florida
– -$201K -1,478 Closed
BF
1600
Blankinship & Foster
California
– -$201K -1,477 Closed
62 63
64
65 66