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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WI
3151
WBI Investments
New Jersey
$236K +$229K +412 New
DSC
3152
Duncker Streett & Co
Missouri
$235K +$556 +1 +0.2%
SAMC
3153
Spectrum Asset Management (California)
California
$235K +$228K +410 New
SL
3154
StoryOne LLC
Kansas
$235K – – –
BIA
3155
Bell Investment Advisors
California
$235K +$24.5K +44 +12%
IDA
3156
Intelligence Driven Advisers
California
$234K +$227K +409 New
PBO
3157
Peoples Bank (Ohio)
Ohio
$234K +$227K +409 New
GCP
3158
Guardian Capital (Pennsylvania)
Pennsylvania
$234K +$227K +408 New
LIM
3159
Lathrop Investment Management
Arkansas
$233K +$226K +407 New
RA
3160
Rodgers & Associates
Pennsylvania
$233K +$226K +406 New
BCG
3161
Bravias Capital Group
New Jersey
$233K +$226K +406 New
NCMW
3162
Northern Capital Management (Washington)
Washington
$233K +$226K +406 New
SDWIA
3163
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$233K +$226K +406 New
TAP
3164
TSG Advice Partners
Ohio
$231K +$224K +403 New
OPWM
3165
Oakwell Private Wealth Management
Texas
$231K +$224K +403 New
PBC
3166
Pavion Blue Capital
California
$231K +$224K +403 New
IWP
3167
IAG Wealth Partners
Wisconsin
$231K -$27.8K -50 -11%
BWM
3168
Brown Wealth Management
Illinois
$230K -$11.7K -21 -5%
NA
3169
NWM Advisors
California
$230K +$223K +401 New
FA
3170
FSA Advisors
Michigan
$229K -$484K -871 -69%
BFA
3171
Benningfield Financial Advisors
California
$229K -$55.6K -100 -20%
AFG
3172
Altiora Financial Group
Ohio
$229K -$31.7K -57 -12%
B
3173
Birchbrook
Maine
$229K – – –
NRWA
3174
North Ridge Wealth Advisors
Oregon
$229K – – –
AF
3175
AGP Franklin
Tennessee
$229K +$222K +400 New
125 126
127
128 129