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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
NRI
2101
NFP Retirement Inc
California
-$203K -1,135 Closed
SAM
2102
Secure Asset Management
Michigan
-$202K -1,133 Closed
CCG
2103
Coastwise Capital Group
California
-$202K -1,129 Closed
CVM
2104
Cheviot Value Management
California
-$202K -1,128 Closed
PM
2105
Parametrica Management
Hong Kong
-$202K -1,127 Closed
MA
2106
Maxele Advisors
Missouri
-$201K -1,122 Closed
SIA
2107
Sage Investment Advisers
New York
-$201K -1,122 Closed
SCM
2108
Spring Capital Management
Texas
-$200K -1,120 Closed
FWP
2109
Firethorn Wealth Partners
Georgia
-$207K -1,061 Closed
AIP
2110
Ahrens Investment Partners
Louisiana
-$160K -895 Closed
GWMIA
2111
Global Wealth Management Investment Advisory
Florida
-$120K -670 Closed
JPLA
2112
Joseph P. Lucia & Associates
New York
-$107K -599 Closed
VRM
2113
Vectors Research Management
New York
-$95K -532 Closed
VanEck Associates
2114
VanEck Associates
New York
-$95K -530 Closed
WOSD
2115
WFA of San Diego
California
-$88K -492 Closed
NIM
2116
NuWave Investment Management
New Jersey
-$72K -400 Closed
BFG
2117
Baron Financial Group
New Jersey
-$62.6K -350 Closed
AW
2118
ACG Wealth
Georgia
-$62K -348 Closed
WAM
2119
Worth Asset Management
Texas
-$60K -334 Closed
GKIM
2120
GW&K Investment Management
Massachusetts
-$49K -274 Closed
HFS
2121
Heritage Financial Services
Massachusetts
-$44K -250 Closed
CWM
2122
Curi Wealth Management
North Carolina
-$27K -152 Closed
FBT
2123
First Bank & Trust
South Dakota
-$20K -110 Closed
SFG
2124
Steward Financial Group
Texas
-$11K -63 Closed
SSC
2125
Syverson Strege & Co
Iowa
-$11K -60 Closed