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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1651
Canal Capital Management
Virginia
– -$225K -1,524 Closed
CPSAC
1652
Chas P. Smith & Associates (CPS)
Florida
– -$224K -1,517 Closed
CAM
1653
Claret Asset Management
Quebec, Canada
– -$223K -1,512 Closed
AIP
1654
Almanack Investment Partners
Pennsylvania
– -$223K -1,510 Closed
NDSI
1655
Newman Dignan & Sheerar Inc
Rhode Island
– -$223K -1,510 Closed
RWA
1656
Redhawk Wealth Advisors
Minnesota
– -$223K -1,509 Closed
DA
1657
DSC Advisors
Illinois
– -$222K -1,506 Closed
KCM
1658
Kornitzer Capital Management
Kansas
– -$222K -1,506 Closed
CPA
1659
Clear Perspective Advisors
Illinois
– -$222K -1,502 Closed
SWMG
1660
Sanchez Wealth Management Group
Florida
– -$222K -1,502 Closed
CCM
1661
Chickasaw Capital Management
Tennessee
– -$222K -1,500 Closed
LWM
1662
Lyell Wealth Management
California
– -$222K -1,500 Closed
BBNA
1663
Bremer Bank National Association
Minnesota
– -$220K -1,488 Closed
TCM
1664
Traynor Capital Management
Pennsylvania
– -$219K -1,488 Closed
LF
1665
LifeSteps Financial
California
– -$219K -1,484 Closed
BF
1666
Blankinship & Foster
California
– -$218K -1,477 Closed
GTCM
1667
Gyon Technologies Capital Management
New Jersey
– -$216K -1,465 Closed
TBNY
1668
Trustco Bank (New York)
New York
– -$216K -1,463 Closed
ACA
1669
Anchor Capital Advisors
Massachusetts
– -$216K -1,460 Closed
BG
1670
Berry Group
Massachusetts
– -$215K -1,457 Closed
PWAG
1671
Polaris Wealth Advisory Group
California
– -$215K -1,457 Closed
BSPF
1672
British Steel Pension Fund
United Kingdom
– -$214K -1,451 Closed
TTWM
1673
TCV Trust & Wealth Management
Virginia
– -$214K -1,450 Closed
BFA
1674
Benedict Financial Advisors
Georgia
– -$214K -1,449 Closed
SWP
1675
Summit Wealth Partners
Florida
– -$214K -1,448 Closed
65 66
67
68 69