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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CGPCS
2201
Capital Group Private Client Services
California
– -$222K -995 Closed
GP
2202
Geneva Partners
Wisconsin
– -$221K -994 Closed
RPGK
2203
Retirement Planning Group (Kansas)
Kansas
– -$221K -992 Closed
FBT
2204
First Bankers Trust
Kentucky
– -$221K -991 Closed
LFA
2205
Legacy Financial Advisors
Kentucky
– -$219K -985 Closed
SSCA
2206
South Shore Capital Advisors
Massachusetts
– -$218K -980 Closed
CA
2207
Commerzbank Aktiengesellschaft
Germany
– -$217K -975 Closed
PWW
2208
Pettyjohn Wood & White
Virginia
– -$215K -965 Closed
DTC
2209
Davidson Trust Company
Washington
– -$212K -953 Closed
RDWM
2210
Red Door Wealth Management
Tennessee
– -$212K -952 Closed
AFM
2211
Abbot Financial Management
Massachusetts
– -$212K -950 Closed
SFP
2212
Sterling Financial Planning
New Jersey
– -$212K -950 Closed
BA
2213
Ballew Advisors
Mississippi
– -$207K -947 Closed
BHTS
2214
Bar Harbor Trust Services
Maine
– -$211K -947 Closed
HC
2215
Hamilton Capital
Ohio
– -$211K -945 Closed
WCM
2216
Wedge Capital Management
North Carolina
– -$210K -944 Closed
HCM
2217
Hall Capital Management
Rhode Island
– -$210K -943 Closed
KFGK
2218
Keystone Financial Group (Kentucky)
Kentucky
– -$210K -943 Closed
TFA
2219
Teamwork Financial Advisors
Texas
– -$209K -940 Closed
LW
2220
Linscomb Wealth
Texas
– -$208K -937 Closed
OAM
2221
Occidental Asset Management
California
– -$208K -934 Closed
JC
2222
JB Capital
Connecticut
– -$207K -929 Closed
JF
2223
JSF Financial
California
– -$207K -928 Closed
SHGA
2224
Sand Hill Global Advisors
California
– -$207K -927 Closed
CNC
2225
Citizens & Northern Corp
Pennsylvania
– -$206K -925 Closed
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89
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