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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
2051
Empirical Asset Management
Massachusetts
– -$284K -1,591 Closed
BBNA
2052
Bremer Bank National Association
Minnesota
– -$280K -1,567 Closed
DWM
2053
Destination Wealth Management
California
– -$276K -1,542 Closed
WAM
2054
WNY Asset Management
New York
– -$276K -1,540 Closed
CC
2055
Cadinha & Co
Hawaii
– -$270K -1,510 Closed
IFO
2056
Independent Family Office
New York
– -$267 -1,492 Closed
BWM
2057
BCS Wealth Management
Tennessee
– -$264K -1,476 Closed
VWM
2058
Vigilare Wealth Management
Arizona
– -$264K -1,475 Closed
WB
2059
West Bancorporation
Iowa
– -$263K -1,470 Closed
BP
2060
BBR Partners
New York
– -$262K -1,464 Closed
DS
2061
DRW Securities
Illinois
– -$261K -1,460 Closed
FA
2062
FDx Advisors
Illinois
– -$256K -1,432 Closed
EFG
2063
Everhart Financial Group
Ohio
– -$255K -1,428 Closed
OPTFSNA
2064
Old Point Trust & Financial Services N A
Virginia
– -$254K -1,420 Closed
BHB
2065
Bank Hapoalim BM
Israel
– -$252K -1,412 Closed
CANY
2066
Caxton Associates (New York)
New York
– -$252K -1,410 Closed
TDC
2067
Thompson Davis & Co
Virginia
– -$232K -1,300 Closed
HCM
2068
Hollencrest Capital Management
California
– -$232K -1,294 Closed
SIGI
2069
Susquehanna International Group (Ireland)
Ireland
– -$230K -1,288 Closed
CCM
2070
Canal Capital Management
Virginia
– -$228K -1,275 Closed
RZH
2071
Relyea Zuckerberg Hanson
Connecticut
– -$227K -1,271 Closed
BA
2072
Bristlecone Advisors
Washington
– -$221K -1,239 Closed
AF
2073
Alerus Financial
North Dakota
– -$220K -1,229 Closed
CCC
2074
Chelsea Counsel Company
California
– -$218K -1,217 Closed
OWM
2075
OneAscent Wealth Management
Alabama
– -$217K -1,215 Closed
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83
84 85