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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
EA
3201
Emerald Advisors
Washington
$300K +$5.54K +8 +2%
GKIM
3202
GW&K Investment Management
Massachusetts
$300K -$2.08K -3 -0.7%
TI
3203
tru Independence
Oregon
$300K – – –
RIM
3204
Rockbridge Investment Management
New York
$299K +$293K +423 New
TAP
3205
TSG Advice Partners
Ohio
$299K +$12.5K +18 +4%
FWM
3206
ForthRight Wealth Management
Georgia
$298K – – –
PNFS
3207
PW Nova Financial Services
Pennsylvania
$298K +$41.6K +60 +17%
GA
3208
Gordian Advisors
Arizona
$298K +$693 +1 +0.2%
CCA
3209
Cadent Capital Advisors
Oklahoma
$297K +$291K +420 New
WFA
3210
Woodward Financial Advisors
North Carolina
$296K – – –
IAS
3211
Integrity Advisory Solutions
Texas
$295K -$39.5K -57 -12%
FF
3212
Foundry Financial
California
$295K +$288K +416 New
BWA
3213
Blodgett Wealth Advisors
California
$294K – – –
RWM
3214
Reston Wealth Management
Virginia
$294K -$12.5K -18 -4%
MWM
3215
MOR Wealth Management
Pennsylvania
$293K – – –
SWP
3216
Semus Wealth Partners
Florida
$292K -$29.1K -42 -9%
HBWM
3217
Hollow Brook Wealth Management
New York
$292K -$69.3K -100 -20%
DSC
3218
Duncker Streett & Co
Missouri
$292K +$693 +1 +0.2%
BIA
3219
Bell Investment Advisors
California
$291K +$693 +1 +0.2%
BFA
3220
Brown Financial Advisory
Alabama
$290K -$31.9K -46 -10%
GPW
3221
Genesis Private Wealth
Virginia
$290K -$94.2K -136 -25%
VW
3222
Vance Wealth
California
$290K -$21.5K -31 -7%
E
3223
Entelevest
Florida
$290K +$104K +150 +58%
LWM
3224
LightSquare Wealth Management
Michigan
$290K +$283K +409 New
PBO
3225
Peoples Bank (Ohio)
Ohio
$289K -$693 -1 -0.2%
127 128
129
130 131