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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
SMF
2226
Sterling Manor Financial
New York
– -$206K -923 Closed
RGC
2227
Roberts, Glore & Co
Illinois
– -$204K -914 Closed
CHP
2228
Cable Hill Partners
Oregon
– -$203K -909 Closed
PI
2229
Pettee Investors
Connecticut
– -$202K -908 Closed
CWG
2230
Crown Wealth Group
North Carolina
– -$202K -907 Closed
PWM
2231
Prentice Wealth Management
New York
– -$201K -904 Closed
OPWM
2232
Oxinas Partners Wealth Management
Indiana
– -$201K -903 Closed
CCM
2233
Cullen Capital Management
New York
– -$201K -900 Closed
OGC
2234
Oak Grove Capital
New Hampshire
– -$201K -900 Closed
SRC
2235
Shufro Rose & Co
New York
– -$201K -900 Closed
MF
2236
Manchester Financial
California
– -$200K -897 Closed
GAM
2237
Gemmer Asset Management
California
– -$154K -692 Closed
SMFG
2238
Sumitomo Mitsui Financial Group
Japan
– -$130K -584 Closed
ITFISA
2239
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
– -$123K -551 Closed
CSIA
2240
Carl Stuart Investment Advisor
Texas
– -$111K -500 Closed
T
2241
TCWP
Ohio
– -$105K -475 Closed
First Eagle Investment Management
2242
First Eagle Investment Management
New York
– -$95K -426 Closed
DC
2243
DeDora Capital
California
– -$90K -406 Closed
SFG
2244
Sage Financial Group
Pennsylvania
– -$89K -400 Closed
PMA
2245
Prudent Man Advisors
Illinois
– -$87K -390 Closed
MFA
2246
McClarren Financial Advisors
Pennsylvania
– -$81K -369 Closed
SLWA
2247
San Luis Wealth Advisors
California
– -$68K -330 Closed
LAS
2248
Lloyd Advisory Services
Georgia
– -$68K -307 Closed
CI
2249
Carroll Investors
South Carolina
– -$49K -220 Closed
CAGAS
2250
Capital Advisory Group Advisory Services
Minnesota
– -$45K -200 Closed