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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
2151
MBL Wealth
North Carolina
– -$253K -1,134 Closed
MTC
2152
McDaniel Terry & Co
Texas
– -$251K -1,125 Closed
CWA
2153
Canvas Wealth Advisors
Kansas
– -$239K -1,121 Closed
IP
2154
Isthmus Partners
Wisconsin
– -$248K -1,112 Closed
SW
2155
SkyOak Wealth
Michigan
– -$247K -1,109 Closed
ECM
2156
Exchange Capital Management
Michigan
– -$246K -1,103 Closed
YMRC
2157
Yorktown Management & Research Company
Virginia
– -$245K -1,101 Closed
CC
2158
Constitution Capital
Connecticut
– -$245K -1,100 Closed
FIBT
2159
First International Bank & Trust
North Dakota
– -$245K -1,100 Closed
VAM
2160
Vienna Asset Management
California
– -$245K -1,100 Closed
HC
2161
Hourglass Capital
Texas
– -$243K -1,092 Closed
AA
2162
Alesco Advisors
New York
– -$242K -1,084 Closed
ACA
2163
Anchor Capital Advisors
Massachusetts
– -$241K -1,080 Closed
CAWM
2164
Capital Advisors Wealth Management
Washington
– -$241K -1,079 Closed
KAM
2165
KEB Asset Management
Illinois
– -$240K -1,079 Closed
SCFS
2166
S.C. Financial Services
Arizona
– -$240K -1,078 Closed
CWA
2167
Consilium Wealth Advisory
Texas
– -$240K -1,076 Closed
GIM
2168
Greylin Investment Management
Virginia
– -$240K -1,075 Closed
RW
2169
Rede Wealth
Virginia
– -$239K -1,074 Closed
BFO
2170
Boston Family Office
Massachusetts
– -$239K -1,072 Closed
PIA
2171
Pinion Investment Advisors
Kansas
– -$238K -1,068 Closed
AWM
2172
Act Wealth Management
Texas
– -$237K -1,066 Closed
MGAM
2173
McGowan Group Asset Management
Texas
– -$238K -1,066 Closed
MJRIC
2174
Mogy Joel R Investment Counsel
California
– -$236K -1,060 Closed
EFM
2175
E Fund Management
China
– -$235K -1,056 Closed
85 86
87
88 89