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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1701
Personal Wealth Partners
Minnesota
– -$137K -929 Closed
BEAM
1702
Baker Ellis Asset Management
Washington
– -$120K -815 Closed
RMAM
1703
Raab & Moskowitz Asset Management
New Jersey
– -$118K -800 Closed
HCA
1704
Horan Capital Advisors
Ohio
– -$107K -725 Closed
AC
1705
Asio Capital
Kentucky
– -$91K -622 Closed
WAS
1706
Winch Advisory Services
Wisconsin
– -$91K -618 Closed
APC
1707
Aspire Private Capital
North Carolina
– -$86K -583 Closed
FPS
1708
Fieldpoint Private Securities
Connecticut
– -$74K -500 Closed
AFS
1709
Aft Forsyth & Sober
Florida
– -$71K -480 Closed
MS
1710
Mizuho Securities
Japan
– -$61K -410 Closed
ONST
1711
Old North State Trust
North Carolina
– -$59K -400 Closed
KWM
1712
Keebeck Wealth Management
Illinois
– -$54K -372 Closed
ACM
1713
Allred Capital Management
Texas
– -$47.8K -324 Closed
LFA
1714
Lighthouse Financial Advisors
Maryland
– -$45K -309 Closed
CLCM
1715
Crawford Lake Capital Management
New Jersey
– -$44K -300 Closed
GDP
1716
Great Diamond Partners
Maine
– -$37K -257 Closed
HWM
1717
Howard Wealth Management
Connecticut
– -$37K -255 Closed
TCWM
1718
Total Clarity Wealth Management
Illinois
– -$36K -246 Closed
IUHSA
1719
Itau Unibanco Holding S.A.
Brazil
– -$34K -227 Closed
FIA
1720
FNY Investment Advisers
New York
– -$25.5K -200 Closed
EIM
1721
Essex Investment Management
Massachusetts
– -$28K -191 Closed
SIAS
1722
Shine Investment Advisory Services
Colorado
– -$26K -175 Closed
NIM
1723
NuWave Investment Management
New Jersey
– -$25K -172 Closed
RA
1724
Rational Advisors
New York
– -$25K -172 Closed
BRC
1725
Bell Rock Capital
Delaware
– -$23K -161 Closed
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