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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
1676
Waters Parkerson & Co
Louisiana
– -$214K -1,448 Closed
BHTS
1677
Bar Harbor Trust Services
Maine
– -$213K -1,444 Closed
BA
1678
Bristlecone Advisors
Washington
– -$212K -1,436 Closed
CWM
1679
Cordatus Wealth Management
Pennsylvania
– -$212K -1,435 Closed
HCM
1680
Hillman Capital Management
Maryland
– -$212K -1,435 Closed
CPIG
1681
Chicago Partners Investment Group
Illinois
– -$210K -1,421 Closed
TA
1682
Tiedemann Advisors
New York
– -$210K -1,420 Closed
CA
1683
Cortland Associates
Missouri
– -$209K -1,417 Closed
MCM
1684
Monarch Capital Management
Indiana
– -$209K -1,417 Closed
SFS
1685
Summit Financial Strategies
Ohio
– -$209K -1,417 Closed
LWMM
1686
Legacy Wealth Management (Mississippi)
Mississippi
– -$207K -1,400 Closed
WIA
1687
Westbourne Investment Advisors
Maryland
– -$207K -1,400 Closed
CAM
1688
Congress Asset Management
Massachusetts
– -$206K -1,393 Closed
FBT
1689
First Bankers Trust
Kentucky
– -$205K -1,391 Closed
PWMAG
1690
Pinnacle Wealth Management Advisory Group
New Jersey
– -$204K -1,383 Closed
ZIC
1691
ZWJ Investment Counsel
Georgia
– -$204K -1,383 Closed
SIG
1692
Sargent Investment Group
Maryland
– -$204K -1,380 Closed
DWM
1693
Doyle Wealth Management
Florida
– -$203K -1,372 Closed
AAS
1694
Annex Advisory Services
Wisconsin
– -$202K -1,363 Closed
FAB
1695
First American Bank
Illinois
– -$201K -1,361 Closed
NB
1696
Northwest Bancshares
Pennsylvania
– -$201K -1,360 Closed
RP
1697
Rice Partnership
Hawaii
– -$193K -1,309 Closed
JFA
1698
Johanson Financial Advisors
California
– -$193K -1,307 Closed
IWA
1699
Intercontinental Wealth Advisors
Texas
– -$168K -1,224 Closed
SM
1700
SG3 Management
Puerto Rico
– -$148K -1,000 Closed
66 67
68
69 70