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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
2126
Trinity Financial Advisors
Ohio
– -$379K -1,700 Closed
JSW
2127
Journey Strategic Wealth
New Jersey
– -$367K -1,648 Closed
BWA
2128
Blodgett Wealth Advisors
California
– -$365K -1,640 Closed
BCM
2129
Beddow Capital Management
Wyoming
– -$352K -1,580 Closed
JAM
2130
Jupiter Asset Management
United Kingdom
– -$345K -1,548 Closed
BDF
2131
Balasa Dinverno & Foltz
– -$342K -1,537 Closed
HWA
2132
Heartwood Wealth Advisors
Virginia
– -$336K -1,510 Closed
UAM
2133
UAS Asset Management
New York
– -$334K -1,500 Closed
EA
2134
Echo45 Advisors
California
– -$309K -1,387 Closed
CFA
2135
CWS Financial Advisors
Michigan
– -$303K -1,360 Closed
JCM
2136
J2 Capital Management
Michigan
– -$294K -1,321 Closed
PBF
2137
Petix & Botte Financial
California
– -$292K -1,312 Closed
KM
2138
Kalos Management
Georgia
– -$284K -1,278 Closed
NLP
2139
Next Level Private
New York
– -$282K -1,267 Closed
NWM
2140
Northcape Wealth Management
New York
– -$282K -1,267 Closed
SPWM
2141
Spartan Planning & Wealth Management
North Carolina
– -$262K -1,241 -100%
AC
2142
ASB Consultores
Florida
– -$275K -1,233 Closed
DCM
2143
Deuterium Capital Management
Florida
– -$273K -1,227 Closed
BA
2144
Bridgewater Advisors
New York
– -$273K -1,225 Closed
HC
2145
HNP Capital
New York
– -$272K -1,221 Closed
WF
2146
WoodTrust Financial
Wisconsin
– -$271K -1,214 Closed
AAP
2147
Ardsley Advisory Partners
Connecticut
– -$267K -1,200 Closed
DA
2148
Doliver Advisors
Texas
– -$263K -1,181 Closed
AFS
2149
Access Financial Services
Minnesota
– -$259K -1,164 Closed
GCP
2150
GSA Capital Partners
United Kingdom
– -$258K -1,157 Closed
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86
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