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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
2851
Capital Counsel
New York
$651K – – –
QC
2852
Quantessence Capital
New York
$650K +$536K +610 New
CCT
2853
Capital City Trust
Florida
$649K +$264K +300 +97%
PCMNC
2854
Piedmont Capital Management (North Carolina)
North Carolina
$647K +$136K +155 +34%
KOMWMG
2855
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$647K -$3.51K -4 -0.7%
KFA
2856
Kapstone Financial Advisors
Ohio
$646K – – –
CA
2857
Crane Advisory
California
$646K +$878 +1 +0.1%
UAM
2858
Unison Asset Management
Florida
$645K – – –
BCM
2859
Bannerstone Capital Management
Minnesota
$644K +$268K +305 +102%
BWM
2860
Bernicke Wealth Management
Wisconsin
$643K – – –
FWM
2861
Forza Wealth Management
Florida
$642K -$240K -273 -31%
CFA
2862
Collaborative Fund Advisors
Nevada
$640K -$15.8K -18 -3%
CCWM
2863
Correct Capital Wealth Management
Missouri
$640K – – –
FBFS
2864
First Business Financial Services
Wisconsin
$640K +$10.5K +12 +2%
YWS
2865
Yarger Wealth Strategies
Ohio
$640K +$17.6K +20 +3%
BRWM
2866
Blue Rock Wealth Management
North Carolina
$639K – – –
TWM
2867
Tolleson Wealth Management
Texas
$639K – – –
W
2868
Wealthquest
Ohio
$639K +$142K +162 +37%
CIP
2869
Convergence Investment Partners
Florida
$637K -$94K -107 -15%
JPLA
2870
Joseph P. Lucia & Associates
New York
$637K +$49.2K +56 +10%
MA
2871
MKT Advisors
California
$637K +$5.27K +6 +0.9%
TA
2872
Townsend & Associates
Colorado
$634K -$27.2K -31 -4%
CMP
2873
Coston McIsaac & Partners
Maine
$634K +$51.8K +59 +11%
IIA
2874
Integral Investment Advisors
California
$634K +$7.03K +8 +1%
A
2875
Argentarii
Ohio
$632K +$53.6K +61 +9%
113 114
115
116 117