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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
VDC
2951
Van Diest Capital
Iowa
$394K +$385K +556 New
PAS
2952
PKS Advisory Services
New York
$394K +$25.6K +37 +7%
IIA
2953
IPG Investment Advisors
California
$394K – – –
ACC
2954
Acorn Creek Capital
Colorado
$393K -$9.7K -14 -2%
BHWM
2955
Beaird Harris Wealth Management
Texas
$393K -$81.7K -118 -18%
AF
2956
Affiance Financial
Minnesota
$393K +$32.6K +47 +9%
AWP
2957
Axis Wealth Partners
Rhode Island
$393K +$12.5K +18 +3%
CIG
2958
Cascade Investment Group
Colorado
$392K -$5.54K -8 -1%
BDA
2959
Borer Denton & Associates
Pennsylvania
$392K – – –
SFGM
2960
Stonebridge Financial Group (Missouri)
Missouri
$392K -$52.6K -76 -12%
TCM
2961
TD Capital Management
Tennessee
$390K +$693 +1 +0.2%
NFTC
2962
North Forty Two & Co
Oregon
$390K – – –
SSI
2963
Scott & Selber Inc
Texas
$390K – – –
WAM
2964
Wakefield Asset Management
Colorado
$390K – – –
UBV
2965
United Bank (Virginia)
Virginia
$390K +$381K +550 New
MW
2966
Maia Wealth
Colorado
$389K -$19.4K -28 -5%
TWA
2967
Talisman Wealth Advisors
New Jersey
$388K -$38.8K -56 -9%
SFSG
2968
Sound Financial Strategies Group
Mississippi
$388K -$729K -1,053 -66%
CTWM
2969
Cherry Tree Wealth Management
Minnesota
$386K – – –
JPLA
2970
Joseph P. Lucia & Associates
New York
$385K – – –
CA
2971
Carson Advisory
Georgia
$384K -$14.5K -21 -4%
I
2972
INVST
Indiana
$382K -$148K -214 -28%
GFA
2973
Gallagher Fiduciary Advisors
Illinois
$382K -$72K -104 -16%
NCM
2974
Nelson Capital Management
California
$381K – – –
HI
2975
Hoey Investments
Pennsylvania
$381K +$100K +145 +37%
117 118
119
120 121