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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SNBOSD
3026
Security National Bank of So Dak
Iowa
$361K – – –
SVCP
3027
Silicon Valley Capital Partners
California
$361K +$220K +317 +165%
VC
3028
Veery Capital
Delaware
$361K +$61K +88 +21%
TWM
3029
Tanager Wealth Management
United Kingdom
$361K +$66.5K +96 +23%
CP
3030
Clarendon Private
Massachusetts
$360K +$352K +508 New
SHFA
3031
SC&H Financial Advisors
Maryland
$359K – – –
ITB
3032
Idaho Trust Bank
Idaho
$359K – – –
NF
3033
Nvest Financial
New Hampshire
$359K +$51.3K +74 +17%
MAM
3034
Marotta Asset Management
Virginia
$359K – – –
BOPW
3035
Brandywine Oak Private Wealth
Pennsylvania
$358K +$9K +13 +3%
EW
3036
Element Wealth
Mississippi
$358K -$31.2K -45 -8%
KIM
3037
Kane Investment Management
California
$357K +$349K +504 New
OBWG
3038
Onyx Bridge Wealth Group
New York
$357K +$349K +504 New
OL
3039
Owen LaRue
Kentucky
$356K +$693 +1 +0.2%
GRR
3040
Golden Reserve Retirement
Ohio
$356K -$51.9K -75 -13%
SIA
3041
Sovereign Investment Advisors
Arizona
$356K +$348K +502 New
LCC
3042
Lincoln Capital Corp
Rhode Island
$355K -$2.08K -3 -0.6%
KL
3043
KWMG LLC
Kansas
$355K -$1.39K -2 -0.4%
BLAM
3044
Bourne Lent Asset Management
New York
$354K -$81.7K -118 -19%
HVP
3045
Hudson Value Partners
Florida
$354K -$3.46K -5 -1%
ACA
3046
Adirondack Capital Advisors
New York
$354K – – –
BA
3047
Baugh & Associates
Georgia
$354K – – –
DC
3048
Dorval Corp
Minnesota
$354K – – –
JGIA
3049
Jackson Grant Investment Advisers
Connecticut
$354K – – –
LWMI
3050
Landmark Wealth Management (Illinois)
Illinois
$354K – – –
120 121
122
123 124