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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
Q
2576
QVR
California
$636K +$622K +898 New
STA
2577
Smith Thornton Advisors
Alabama
$635K – – –
USWIA
2578
UP Strategic Wealth Investment Advisors
Pennsylvania
$634K – – –
BCM
2579
Banyan Capital Management
Georgia
$634K – – –
CAM
2580
Costello Asset Management
Pennsylvania
$634K +$10.4K +15 +2%
CWM
2581
Chemistry Wealth Management
New York
$633K -$22.9K -33 -4%
1IA
2582
1834 Investment Advisors
Wisconsin
$633K -$4.85K -7 -0.8%
OSNBOA
2583
Old Second National Bank of Aurora
Illinois
$633K – – –
SHGA
2584
Sand Hill Global Advisors
California
$633K +$64.4K +93 +12%
RMF
2585
Red Mountain Financial
Colorado
$632K -$5.54K -8 -0.9%
LGG
2586
Luts & Greenleigh Group
Maryland
$632K +$46.4K +67 +8%
HP
2587
Holistic Planning
Texas
$631K +$31.9K +46 +5%
ACP
2588
Arcus Capital Partners
Georgia
$628K -$4.16K -6 -0.7%
KCIA
2589
Kingsbury Capital Investment Advisors
Illinois
$628K +$614K +886 New
RCM
2590
Requisite Capital Management
Texas
$627K – – –
WAM
2591
Winslow Asset Management
Ohio
$627K -$20.8K -30 -3%
SL
2592
Salomon & Ludwin
Virginia
$626K -$3.46K -5 -0.6%
EA
2593
Eclectic Associates
California
$623K +$21.5K +31 +4%
PAG
2594
Private Advisory Group
Washington
$623K +$193K +279 +46%
TP
2595
TritonPoint Partners
Maryland
$622K +$608K +878 New
FWM
2596
Forza Wealth Management
Florida
$621K +$176K +254 +41%
DO
2597
denkapparat Operations
Germany
$619K – – –
SEP
2598
Signature Equity Partners
Ohio
$619K -$40.2K -58 -6%
TA
2599
Townsend & Associates
Colorado
$619K – – –
MWM
2600
Manske Wealth Management
Texas
$618K -$19.4K -28 -3%
102 103
104
105 106