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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
926
Mastrapasqua Asset Management
Tennessee
$618K +$2.6K +20 +0.4%
CCA
927
Cobblestone Capital Advisors
New York
$617K – – –
PWAP
928
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$617K – – –
MBTD
929
Mechanics Bank - Trust Department
California
$616K -$950K -7,300 -60%
RWA
930
River Wealth Advisors
Pennsylvania
$615K +$4.55K +35 +0.7%
CMO
931
Covenant Multifamily Offices
Texas
$613K +$628K +4,828 New
AIM
932
Aspen Investment Management
Michigan
$607K – – –
FA
933
FDx Advisors
Illinois
$603K -$361K -2,777 -37%
FFSOTS
934
Fiduciary Financial Services of The Southwest
Texas
$603K -$77.5K -596 -11%
MCM
935
Manchester Capital Management
Vermont
$603K – – –
FQ
936
First Quadrant
California
$602K – – –
HB
937
Homrich & Berg
Georgia
$602K +$111K +856 +22%
SC
938
SouthState Corp
Florida
$601K +$15.5K +119 +3%
HFA
939
Huber Financial Advisors
Illinois
$600K +$130 +1 +0%
NSAM
940
North Star Asset Management
Wisconsin
$598K +$1.3K +10 +0.2%
WWM
941
Windsor Wealth Management
Indiana
$597K +$34.5K +265 +6%
CI
942
Capital Innovations
Wisconsin
$590K -$61.1K -470 -9%
SNB
943
Security National Bank
Nebraska
$590K +$26K +200 +5%
UFF
944
USA Financial Formulas
Michigan
$590K +$116K +888 +30%
CFS
945
CRA Financial Services
New Jersey
$587K +$601K +4,621 New
WOC
946
West Oak Capital
California
$585K -$224K -1,725 -27%
MAFM
947
Mid Atlantic Financial Management
Pennsylvania
$584K +$598K +4,595 New
FIM
948
Fernwood Investment Management
Massachusetts
$580K -$13K -100 -2%
AB
949
AT Bancorp
Iowa
$580K – – –
CFA
950
Carroll Financial Associates
North Carolina
$580K +$92.9K +714 +19%
36 37
38
39 40