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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
AAIM
1701
Asset Advisors Investment Management
Georgia
– -$55K -360 Closed
LA
1702
Legacy Advisors
Pennsylvania
– -$53K -345 Closed
CFA
1703
Camarda Financial Advisors
Florida
– -$46K -300 Closed
MYIA
1704
Mount Yale Investment Advisors
Colorado
– -$28K -209 Closed
TVWM
1705
Tower View Wealth Management
Wisconsin
– -$30K -200 Closed
ATFA
1706
All Terrain Financial Advisors
Minnesota
– -$25K -161 Closed
TC
1707
Trilogy Capital
California
– -$23K -150 Closed
OBWP
1708
O'Brien Wealth Partners
Massachusetts
– -$22K -145 Closed
WWM
1709
Willingdon Wealth Management
North Carolina
– -$19K -122 Closed
SWMG
1710
Signature Wealth Management Group
Georgia
– -$12K -108 Closed
BI
1711
Bramshill Investments
Florida
– -$15K -100 Closed
MFBTD
1712
MB Financial Bank - Trust Department
Illinois
– -$15K -100 Closed
PAMG
1713
Patton Albertson Miller Group
Tennessee
– -$7K -58 Closed
PRS
1714
Pinkerton Retirement Specialists
Idaho
– -$8K -51 Closed
ECM
1715
Exchange Capital Management
Michigan
– -$8K -50 Closed
VDFA
1716
Vickerman & Driscoll Financial Advisors
Washington
– -$8K -50 Closed
OSAM
1717
O'Shaughnessy Asset Management
Connecticut
– -$7K -46 Closed
PG
1718
Proffitt & Goodson
Tennessee
– -$2K -16 Closed
PHK
1719
Point72 Hong Kong
Hong Kong
– -$2K -14 Closed