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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WBCM
1051
Wilson & Boucher Capital Management
California
$2.23M -$48.5K -125 -2%
PCTC
1052
Perkins Coie Trust Company
Washington
$2.23M -$80.7K -208 -3%
IP
1053
Ignite Planners
California
$2.23M -$424K -1,094 -15%
MAM
1054
Martingale Asset Management
Massachusetts
$2.22M -$942K -2,430 -28%
ESB
1055
Essex Savings Bank
Connecticut
$2.22M -$44.6K -115 -2%
BFA
1056
Bragg Financial Advisors
North Carolina
$2.22M +$112K +289 +5%
OAM
1057
Oak Asset Management
California
$2.22M -$9.7K -25 -0.4%
CIA
1058
Cascade Investment Advisors
Oregon
$2.22M -$116K -300 -5%
WIM
1059
WealthPlan Investment Management
Nebraska
$2.21M -$15.9K -41 -0.7%
AWA
1060
Aaron Wealth Advisors
Illinois
$2.21M +$145K +375 +7%
BCWM
1061
Bartlett & Co Wealth Management
Ohio
$2.21M – – –
CAMV
1062
Concord Asset Management (Virginia)
Virginia
$2.21M -$105K -270 -4%
GWP
1063
Gen-Wealth Partners
Michigan
$2.21M -$4.65K -12 -0.2%
VPF
1064
Vantage Point Financial
Illinois
$2.2M +$2.35M +6,072 New
MA
1065
MONECO Advisors
Connecticut
$2.2M +$585K +1,509 +33%
KTC
1066
Kentucky Trust Company
Kentucky
$2.2M +$2.35M +6,053 New
SC
1067
Syon Capital
California
$2.2M -$57.8K -149 -2%
BFO
1068
Biltmore Family Office
North Carolina
$2.19M -$29.1K -75 -1%
OPCM
1069
Osborne Partners Capital Management
California
$2.19M – – –
C
1070
Certuity
Florida
$2.19M +$935K +2,410 +66%
TPI
1071
Trust Point Inc
Wisconsin
$2.19M +$316K +816 +16%
COA
1072
Crown Oak Advisors
California
$2.18M – – –
HWA
1073
HHM Wealth Advisors
Tennessee
$2.17M +$31.4K +81 +1%
KMWM
1074
Keudell/Morrison Wealth Management
Oregon
$2.17M +$388 +1 +0%
PFBT
1075
Parkside Financial Bank & Trust
Missouri
$2.17M +$55.8K +144 +2%
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