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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AT
3076
American Trust
Kentucky
$260K -$48.4K -87 -16%
MF
3077
Magnetar Financial
Illinois
$260K +$252K +453 New
CFS
3078
Coordinated Financial Services
Colorado
$258K -$8.34K -15 -3%
MBC
3079
Michael Brady & Co
Ohio
$258K +$250K +450 New
RWFS
3080
Rayburn West Financial Services
Tennessee
$258K +$250K +450 New
DWS
3081
Discipline Wealth Solutions
South Carolina
$257K +$250K +449 New
VV
3082
Verity & Verity
South Carolina
$257K +$5.56K +10 +2%
OAM
3083
Oberweis Asset Management
Illinois
$256K +$12.2K +22 +5%
CCP
3084
Cushing Capital Partners
Wisconsin
$256K -$84.5K -152 -25%
PSB
3085
Piscataqua Savings Bank
New Hampshire
$255K – – –
GC
3086
GFG Capital
Florida
$255K -$10K -18 -4%
LWP
3087
LeClair Wealth Partners
Ohio
$255K – – –
BSCCG
3088
Blue Sky Capital Consultants Group
California
$254K – – –
WFA
3089
Woodward Financial Advisors
North Carolina
$254K – – –
EIA
3090
Edgemoor Investment Advisors
Maryland
$254K -$55.6K -100 -18%
WWA
3091
Wisconsin Wealth Advisors
Wisconsin
$254K – – –
FI
3092
Fractal Investments
Connecticut
$253K – – –
BAMG
3093
Brand Asset Management Group
Missouri
$253K +$4.45K +8 +2%
SLP
3094
Storen Legacy Partners
Indiana
$253K +$245K +441 New
AT
3095
Arlington Trust
Alabama
$252K -$176K -316 -42%
VW
3096
Vance Wealth
California
$252K -$31.7K -57 -11%
KMC
3097
Kirr Marbach & Co
Indiana
$252K – – –
CCMG
3098
Connecticut Capital Management Group
Connecticut
$252K +$245K +440 New
MWPCG
3099
Measured Wealth Private Client Group
New Hampshire
$252K -$26.7K -48 -10%
SFWA
3100
Summit Financial Wealth Advisors
Louisiana
$251K +$1.11K +2 +0.5%
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