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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CCC
2076
Chelsea Counsel Company
California
– -$218K -1,217 Closed
OWM
2077
OneAscent Wealth Management
Alabama
– -$217K -1,215 Closed
PWM
2078
Paulson Wealth Management
Illinois
– -$217K -1,215 Closed
GP
2079
Greenline Partners
New York
– -$215K -1,205 Closed
MWA
2080
Meridian Wealth Advisors
Texas
– -$215K -1,202 Closed
FC
2081
FCA Corp
Texas
– -$215K -1,200 Closed
PWMG
2082
Pinnacle Wealth Management Group
Michigan
– -$215K -1,200 Closed
TA
2083
TruWealth Advisors
Louisiana
– -$214K -1,198 Closed
AFAS
2084
Acorn Financial Advisory Services
Virginia
– -$214K -1,193 Closed
FNT
2085
First Nebraska Trust
Nebraska
– -$213K -1,192 Closed
CWA
2086
CJM Wealth Advisers
Virginia
– -$213K -1,191 Closed
EWM
2087
Executive Wealth Management
Michigan
– -$211K -1,184 Closed
PGIM
2088
Pacific Global Investment Management
California
– -$211K -1,183 Closed
CA
2089
CapWealth Advisors
Tennessee
– -$210K -1,176 Closed
MVA
2090
Mount Vernon Associates
Maryland
– -$210K -1,176 Closed
F
2091
F3Logic
Minnesota
– -$209K -1,170 Closed
LWP
2092
Legacy Wealth Planning
Nevada
– -$209K -1,168 Closed
CWM
2093
C2C Wealth Management
Arizona
– -$209K -1,165 Closed
GWM
2094
GSB Wealth Management
Connecticut
– -$208K -1,165 Closed
RCWM
2095
Royal Capital Wealth Management
Indiana
– -$207K -1,158 Closed
BBI
2096
Baxter Bros Inc
Connecticut
– -$206K -1,155 Closed
WDG
2097
Wealth Dimensions Group
Ohio
– -$206K -1,154 Closed
BA
2098
Bennicas & Associates
California
– -$206K -1,150 Closed
BOS
2099
Bank of Stockton
California
– -$204K -1,140 Closed
BFG
2100
Beacon Financial Group
Texas
– -$210K -1,137 Closed
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84
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