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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
1001
Sheets Smith Wealth Management
North Carolina
$322K +$298K +2,585 New
NCM
1002
Novare Capital Management
North Carolina
$319K +$41.3K +359 +16%
SHGA
1003
Sand Hill Global Advisors
California
$317K – – –
CAMG
1004
CWA Asset Management Group
Florida
$317K +$3.57K +31 +1%
OWD
1005
Osborn Williams & Donohoe
Ohio
$317K +$293K +2,542 New
AMM
1006
American Money Management
California
$316K +$806 +7 +0.3%
WA
1007
Wealth Architects
California
$315K +$230 +2 +0.1%
B
1008
Bailard
California
$314K -$49.9K -433 -15%
GAM
1009
Garrison Asset Management
Arkansas
$313K – – –
RMCM
1010
Reynders McVeigh Capital Management
Massachusetts
$313K – – –
SIM
1011
Sterling Investment Management
Arizona
$313K – – –
TWM
1012
Torch Wealth Management
Ohio
$312K -$4.49K -39 -2%
BBNB
1013
Baker Boyer National Bank
Washington
$312K – – –
BWA
1014
Burt Wealth Advisors
Maryland
$312K – – –
LCM
1015
LVM Capital Management
Michigan
$312K – – –
MCWS
1016
McKinley Carter Wealth Services
West Virginia
$310K -$57.6K -500 -17%
RIM
1017
Regent Investment Management
Kentucky
$309K – – –
VST
1018
Van Strum & Towne
California
$308K – – –
WBG
1019
Wharton Business Group
Pennsylvania
$307K – – –
KWM
1020
Kingsview Wealth Management
Oregon
$305K +$65.4K +568 +30%
ZF
1021
Zhang Financial
Michigan
$304K -$23K -200 -8%
MHIC
1022
Marble Harbor Investment Counsel
Massachusetts
$304K – – –
TAM
1023
Trillium Asset Management
Massachusetts
$304K – – –
CIA
1024
Choate Investment Advisors
Massachusetts
$303K +$1.27K +11 +0.5%
PAS
1025
Partnervest Advisory Services
California
$302K -$2.65K -23 -0.9%
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