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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
2051
Personal Wealth Partners
Minnesota
– -$212K -974 Closed
FMC
2052
Financial Management Concepts
Florida
– -$206K -971 Closed
CCM
2053
Canal Capital Management
Virginia
– -$210K -963 Closed
PCMM
2054
Piedmont Capital Management (Montana)
Montana
– -$209K -963 Closed
CWA
2055
Canvas Wealth Advisors
Kansas
– -$208K -955 Closed
LWP
2056
Legacy Wealth Planning
Nevada
– -$207K -951 Closed
AFM
2057
Abbot Financial Management
Massachusetts
– -$207K -950 Closed
PTC
2058
Petrus Trust Company
Texas
– -$205K -942 Closed
SIM
2059
SSI Investment Management
California
– -$205K -941 Closed
SHGA
2060
Sand Hill Global Advisors
California
– -$204K -939 Closed
NICM
2061
Neo Ivy Capital Management
New York
– -$204K -936 Closed
CCT
2062
Capital City Trust
Florida
– -$203K -933 Closed
Aristotle Capital Management
2063
Aristotle Capital Management
California
– -$203K -932 Closed
HHGA
2064
Halbert Hargrove Global Advisors
California
– -$202K -929 Closed
CNC
2065
Citizens & Northern Corp
Pennsylvania
– -$201K -925 Closed
BFM
2066
Boothbay Fund Management
New York
– -$201K -923 Closed
BFO
2067
Boston Family Office
Massachusetts
– -$201K -922 Closed
FH
2068
FWG Holdings
Florida
– -$200K -920 Closed
RB
2069
Renasant Bank
Mississippi
– -$200K -919 Closed
LA
2070
LVW Advisors
New York
– -$200K -917 Closed
KFP
2071
KB Financial Partners
New Jersey
– -$195K -894 Closed
WA
2072
Wealth Advisors
California
– -$166K -785 Closed
EBSAM
2073
Eubel Brady & Suttman Asset Management
Ohio
– -$157K -678 Closed
PGWM
2074
Parisi Gray Wealth Management
New Jersey
– -$127K -583 Closed
RDWM
2075
Red Door Wealth Management
Tennessee
– -$124K -572 Closed
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