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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BLAM
2501
Bourne Lent Asset Management
New York
$242K – – –
SIA
2502
Sage Investment Advisers
New York
$241K +$691 +2 +0.3%
SFS
2503
Strategic Financial Services
New York
$241K +$212K +615 New
FPF
2504
First Pacific Financial
Washington
$240K +$86.3K +250 +69%
SL
2505
Salomon & Ludwin
Virginia
$240K +$691 +2 +0.3%
CC
2506
Capital Counsel
New York
$239K – – –
VIA
2507
Virtus Investment Advisers
Connecticut
$239K +$155K +450 +281%
BWFA
2508
Baltimore-Washington Financial Advisors
Maryland
$239K +$2.07K +6 +1%
UAM
2509
Unison Asset Management
Florida
$237K – – –
HP
2510
Hilltop Partners
Indiana
$237K +$345 +1 +0.2%
PRWA
2511
Platte River Wealth Advisors
Colorado
$237K -$114K -330 -35%
GGI
2512
Godsey & Gibb Inc
Virginia
$237K -$15.2K -44 -7%
GWWM
2513
Great Waters Wealth Management
Minnesota
$236K +$209K +604 New
CAS
2514
CTC Alternative Strategies
Illinois
$235K -$2.69M -7,799 -93%
TWM
2515
Tolleson Wealth Management
Texas
$235K -$2.07K -6 -1%
WRM
2516
Weybosset Research & Management
Rhode Island
$235K +$207K +600 New
BA
2517
Baugh & Associates
Georgia
$235K +$207K +600 New
CM
2518
Crestline Management
Texas
$235K +$207K +600 New
SGAM
2519
Smith Group Asset Management
Texas
$235K +$207K +600 New
VW
2520
Vantage Wealth
California
$235K +$207K +600 New
CFO
2521
Collective Family Office
Pennsylvania
$234K -$4.14K -12 -2%
AA
2522
Acorns Advisers
California
$234K +$207K +598 New
AFG
2523
Altiora Financial Group
Ohio
$234K +$207K +598 New
CF
2524
Clarity Financial
Texas
$234K +$206K +597 New
STA
2525
Smith Thornton Advisors
Alabama
$233K +$206K +597 New
99 100
101
102 103