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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
DDPIC
2826
Deroy & Devereaux Private Investment Counsel
Michigan
$355K +$10.6K +19 +3%
CNBOF
2827
City National Bank of Florida
Florida
$355K -$258K -465 -43%
BLAM
2828
Bourne Lent Asset Management
New York
$354K – – –
KOMWMG
2829
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$354K -$37.8K -68 -10%
SA
2830
Strategic Advocates
Utah
$353K +$55.6K +100 +20%
IA
2831
Invested Advisors
Pennsylvania
$352K -$6.67K -12 -2%
DAC
2832
Dutch Asset Corp
New York
$352K +$341K +614 New
LWM
2833
LongView Wealth Management
Georgia
$352K – – –
RYIA
2834
Roehl & Yi Investment Advisors
Oregon
$351K -$1.67K -3 -0.5%
DCBT
2835
Dakota Community Bank & Trust
North Dakota
$351K – – –
BA
2836
Brightwater Advisory
Florida
$351K +$1.11K +2 +0.3%
UPS
2837
UHLMANN PRICE SECURITIES
Illinois
$351K – – –
CC
2838
Capital Counsel
New York
$350K – – –
LFS
2839
Leibman Financial Services
Nebraska
$349K +$339K +610 New
HWP
2840
Hibernia Wealth Partners
Louisiana
$349K +$339K +610 New
PAMS
2841
Pinpoint Asset Management (Singapore)
$349K +$338K +609 New
TPWA
2842
Twin Peaks Wealth Advisors
California
$349K +$261K +470 New
NDBT
2843
North Dallas Bank & Trust
Texas
$348K +$338K +608 New
UAM
2844
Unison Asset Management
Florida
$347K – – –
AWM
2845
Ariadne Wealth Management
California
$347K -$10.6K -19 -4%
TWA
2846
Talisman Wealth Advisors
New Jersey
$346K -$21.1K -38 -6%
JE
2847
JMAC Enterprises
Pennsylvania
$346K – – –
YIH
2848
Y-Intercept (HK)
Hong Kong
$345K +$335K +603 New
FWP
2849
Flatrock Wealth Partners
California
$345K +$335K +602 New
OWM
2850
Orgel Wealth Management
Wisconsin
$344K +$52.8K +95 +19%
112 113
114
115 116