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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PHK
2076
Point72 Hong Kong
Hong Kong
– -$218K -1,053 Closed
ICP
2077
Interchange Capital Partners
Pennsylvania
– -$153K -845 Closed
SFG
2078
Sowa Financial Group
Rhode Island
– -$125K -685 Closed
TI
2079
tru Independence
Oregon
– -$120 -666 Closed
LGA
2080
Lebenthal Global Advisors
New York
– -$109K -600 Closed
BWA
2081
Burt Wealth Advisors
Maryland
– -$95K -524 Closed
BWM
2082
Birchcreek Wealth Management
Ohio
– -$91K -500 Closed
PS
2083
Planned Solutions
California
– -$91K -500 Closed
VCG
2084
Vantage Consulting Group
Virginia
– -$79K -436 Closed
SIAG
2085
Safeguard Investment Advisory Group
California
– -$77K -424 Closed
AWG
2086
Altus Wealth Group
Colorado
– -$73K -404 Closed
KCM
2087
Kathmere Capital Management
Pennsylvania
– -$69K -378 Closed
OPW
2088
Oxler Private Wealth
New York
– -$65K -360 Closed
D
2089
Diversified
Delaware
– -$48K -324 Closed
H
2090
Hexavest
Quebec, Canada
– -$59K -324 Closed
BSSFA
2091
Baron Silver Stevens Financial Advisors
Florida
– -$58K -323 Closed
CTFG
2092
Capstone Triton Financial Group
Oklahoma
– -$56K -305 Closed
FWM
2093
FSA Wealth Management
Massachusetts
– -$49K -267 Closed
TIAM2
2094
Tru Independence Asset Management 2
Oregon
– -$41K -225 Closed
CYG
2095
Clean Yield Group
Vermont
– -$39K -212 Closed
OIM
2096
Oder Investment Management
California
– -$34K -184 Closed
FPW
2097
Flagship Private Wealth
Massachusetts
– -$31.6K -175 Closed
FPB
2098
First PREMIER Bank
South Dakota
– -$23K -125 Closed
CWM
2099
Curi Wealth Management
North Carolina
– -$21K -120 Closed
BHWM
2100
Bay Harbor Wealth Management
Maryland
– -$19K -104 Closed
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