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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BHTS
1676
Bar Harbor Trust Services
Maine
– -$213K -1,444 Closed
BA
1677
Bristlecone Advisors
Washington
– -$212K -1,436 Closed
CWM
1678
Cordatus Wealth Management
Pennsylvania
– -$212K -1,435 Closed
HCM
1679
Hillman Capital Management
Maryland
– -$212K -1,435 Closed
CPIG
1680
Chicago Partners Investment Group
Illinois
– -$210K -1,421 Closed
TA
1681
Tiedemann Advisors
New York
– -$210K -1,420 Closed
CA
1682
Cortland Associates
Missouri
– -$209K -1,417 Closed
MCM
1683
Monarch Capital Management
Indiana
– -$209K -1,417 Closed
SFS
1684
Summit Financial Strategies
Ohio
– -$209K -1,417 Closed
LWMM
1685
Legacy Wealth Management (Mississippi)
Mississippi
– -$207K -1,400 Closed
WIA
1686
Westbourne Investment Advisors
Maryland
– -$207K -1,400 Closed
CAM
1687
Congress Asset Management
Massachusetts
– -$206K -1,393 Closed
FBT
1688
First Bankers Trust
Kentucky
– -$205K -1,391 Closed
PWMAG
1689
Pinnacle Wealth Management Advisory Group
New Jersey
– -$204K -1,383 Closed
ZIC
1690
ZWJ Investment Counsel
Georgia
– -$204K -1,383 Closed
SIG
1691
Sargent Investment Group
Maryland
– -$204K -1,380 Closed
DWM
1692
Doyle Wealth Management
Florida
– -$203K -1,372 Closed
AAS
1693
Annex Advisory Services
Wisconsin
– -$202K -1,363 Closed
FAB
1694
First American Bank
Illinois
– -$201K -1,361 Closed
NB
1695
Northwest Bancshares
Pennsylvania
– -$201K -1,360 Closed
RP
1696
Rice Partnership
Hawaii
– -$193K -1,309 Closed
JFA
1697
Johanson Financial Advisors
California
– -$193K -1,307 Closed
IWA
1698
Intercontinental Wealth Advisors
Texas
– -$168K -1,224 Closed
SM
1699
SG3 Management
Puerto Rico
– -$148K -1,000 Closed
PWP
1700
Personal Wealth Partners
Minnesota
– -$137K -929 Closed
66 67
68
69 70