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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RWI
2501
Red Wave Investments
Pennsylvania
$242K +$1.38K +4 +0.6%
MPM
2502
Meritage Portfolio Management
Kansas
$242K +$214K +619 New
BLAM
2503
Bourne Lent Asset Management
New York
$242K – – –
SIA
2504
Sage Investment Advisers
New York
$241K +$691 +2 +0.3%
SFS
2505
Strategic Financial Services
New York
$241K +$212K +615 New
FPF
2506
First Pacific Financial
Washington
$240K +$86.3K +250 +69%
SL
2507
Salomon & Ludwin
Virginia
$240K +$691 +2 +0.3%
CC
2508
Capital Counsel
New York
$239K – – –
VIA
2509
Virtus Investment Advisers
Connecticut
$239K +$155K +450 +281%
BWFA
2510
Baltimore-Washington Financial Advisors
Maryland
$239K +$2.07K +6 +1%
UAM
2511
Unison Asset Management
Florida
$237K – – –
HP
2512
Hilltop Partners
Indiana
$237K +$345 +1 +0.2%
PRWA
2513
Platte River Wealth Advisors
Colorado
$237K -$114K -330 -35%
GGI
2514
Godsey & Gibb Inc
Virginia
$237K -$15.2K -44 -7%
GWWM
2515
Great Waters Wealth Management
Minnesota
$236K +$209K +604 New
CAS
2516
CTC Alternative Strategies
Illinois
$235K -$2.69M -7,799 -93%
TWM
2517
Tolleson Wealth Management
Texas
$235K -$2.07K -6 -1%
WRM
2518
Weybosset Research & Management
Rhode Island
$235K +$207K +600 New
BA
2519
Baugh & Associates
Georgia
$235K +$207K +600 New
CM
2520
Crestline Management
Texas
$235K +$207K +600 New
SGAM
2521
Smith Group Asset Management
Texas
$235K +$207K +600 New
VW
2522
Vantage Wealth
California
$235K +$207K +600 New
CFO
2523
Collective Family Office
Pennsylvania
$234K -$4.14K -12 -2%
AA
2524
Acorns Advisers
California
$234K +$207K +598 New
AFG
2525
Altiora Financial Group
Ohio
$234K +$207K +598 New
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