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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2076
Paulson Wealth Management
Illinois
– -$217K -1,215 Closed
GP
2077
Greenline Partners
New York
– -$215K -1,205 Closed
MWA
2078
Meridian Wealth Advisors
Texas
– -$215K -1,202 Closed
FC
2079
FCA Corp
Texas
– -$215K -1,200 Closed
PWMG
2080
Pinnacle Wealth Management Group
Michigan
– -$215K -1,200 Closed
TA
2081
TruWealth Advisors
Louisiana
– -$214K -1,198 Closed
AFAS
2082
Acorn Financial Advisory Services
Virginia
– -$214K -1,193 Closed
FNT
2083
First Nebraska Trust
Nebraska
– -$213K -1,192 Closed
CWA
2084
CJM Wealth Advisers
Virginia
– -$213K -1,191 Closed
EWM
2085
Executive Wealth Management
Michigan
– -$211K -1,184 Closed
PGIM
2086
Pacific Global Investment Management
California
– -$211K -1,183 Closed
CA
2087
CapWealth Advisors
Tennessee
– -$210K -1,176 Closed
MVA
2088
Mount Vernon Associates
Maryland
– -$210K -1,176 Closed
F
2089
F3Logic
Minnesota
– -$209K -1,170 Closed
LWP
2090
Legacy Wealth Planning
Nevada
– -$209K -1,168 Closed
CWM
2091
C2C Wealth Management
Arizona
– -$209K -1,165 Closed
GWM
2092
GSB Wealth Management
Connecticut
– -$208K -1,165 Closed
RCWM
2093
Royal Capital Wealth Management
Indiana
– -$207K -1,158 Closed
BBI
2094
Baxter Bros Inc
Connecticut
– -$206K -1,155 Closed
WDG
2095
Wealth Dimensions Group
Ohio
– -$206K -1,154 Closed
BA
2096
Bennicas & Associates
California
– -$206K -1,150 Closed
BOS
2097
Bank of Stockton
California
– -$204K -1,140 Closed
BFG
2098
Beacon Financial Group
Texas
– -$210K -1,137 Closed
VHAM
2099
Van Hulzen Asset Management
California
– -$203K -1,137 Closed
LAM
2100
LFS Asset Management
California
– -$203K -1,135 Closed
82 83
84
85 86