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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WWA
2326
WCG Wealth Advisors
Nevada
– -$460K -2,518 Closed
ISWM
2327
Independent Solutions Wealth Management
New York
– -$372K -2,270 Closed
OPPTF
2328
OPSEU Pension Plan Trust Fund
Ontario, Canada
– -$387K -2,254 Closed
EGM
2329
Engineers Gate Manager
New York
– -$364K -2,218 Closed
BCM
2330
Bluefin Capital Management
New York
– -$358K -2,180 Closed
AC
2331
Applied Capital
Arkansas
– -$334K -2,035 Closed
QC
2332
Quaero Capital
Switzerland
– -$328K -2,000 Closed
DA
2333
DSC Advisors
Illinois
– -$324K -1,973 Closed
HIC
2334
Hartline Investment Corp
Illinois
– -$321K -1,958 Closed
SCM
2335
SevenOneSeven Capital Management
Pennsylvania
– -$310K -1,891 Closed
BAM
2336
Blueshift Asset Management
New Jersey
– -$294K -1,789 Closed
HPWM
2337
Highland Private Wealth Management
Washington
– -$281K -1,713 Closed
CCMD
2338
Cypress Capital Management (Delaware)
Delaware
– -$259K -1,578 Closed
GI
2339
GAMCO Investors
Connecticut
– -$251K -1,532 Closed
WFA
2340
WMG Financial Advisors
Tennessee
– -$248K -1,518 Closed
HGERS
2341
Householder Group Estate & Retirement Specialist
Arizona
– -$223K -1,364 Closed
CWM
2342
Cordatus Wealth Management
Pennsylvania
– -$203K -1,235 Closed
NEAM
2343
New England Asset Management
Connecticut
– -$200K -1,221 Closed
PP
2344
Paloma Partners
Connecticut
– -$227K -1,044 Closed
MCM
2345
Magnolia Capital Management
New York
– -$164K -1,000 Closed
EW
2346
Evoke Wealth
California
– -$124K -755 Closed
FDCC
2347
Foster Dykema Cabot & Co
Massachusetts
– -$119K -724 Closed
IWA
2348
Icon Wealth Advisors
Texas
– -$101K -615 Closed
OPW
2349
Oxler Private Wealth
New York
– -$83.6K -509 Closed
AIP
2350
Almanack Investment Partners
Pennsylvania
– -$81K -496 Closed
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