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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1051
Weaver Capital Management
Georgia
$2.34M -$55K -165 -3%
EHWM
1052
Eads & Heald Wealth Management
Georgia
$2.34M -$58.3K -175 -3%
WBCM
1053
Wilson & Boucher Capital Management
California
$2.34M – – –
CST
1054
Charles Schwab Trust
Nevada
$2.34M +$344K +1,032 +21%
CIC
1055
Crawford Investment Counsel
Georgia
$2.34M +$57K +171 +3%
WAM
1056
Weatherly Asset Management
California
$2.34M -$64K -192 -3%
WA
1057
Wealth Architects
California
$2.33M +$40.3K +121 +2%
NW
1058
NewEdge Wealth
Pennsylvania
$2.33M -$182K -546 -9%
4WM
1059
44 Wealth Management
Oregon
$2.33M -$121K -364 -6%
WIM
1060
WealthPlan Investment Management
Nebraska
$2.33M -$36K -108 -2%
CPC
1061
CFC Planning Company
Indiana
$2.32M +$261K +784 +15%
KMWM
1062
Keudell/Morrison Wealth Management
Oregon
$2.32M -$58K -174 -3%
CC
1063
Chicago Capital
Illinois
$2.31M -$3.32M -9,975 -63%
JWA
1064
JFS Wealth Advisors
Pennsylvania
$2.31M +$42K +126 +2%
TWM
1065
Trueblood Wealth Management
Ohio
$2.3M -$291K -872 -13%
IGGA
1066
Iron Gate Global Advisors
Utah
$2.29M +$469K +1,406 +31%
DWM
1067
Drive Wealth Management
Utah
$2.28M -$45.3K -136 -2%
HWA
1068
HHM Wealth Advisors
Tennessee
$2.28M -$74.7K -224 -4%
CD
1069
Chapin Davis
Maryland
$2.28M -$303K -909 -13%
ACM
1070
Aljian Capital Management
Nevada
$2.28M -$19K -57 -1%
CWM
1071
Cordatus Wealth Management
Pennsylvania
$2.27M -$79.3K -238 -4%
BWM
1072
Bernard Wealth Management
Michigan
$2.26M -$854K -2,562 -31%
COA
1073
Crown Oak Advisors
California
$2.26M -$59.7K -179 -3%
AF
1074
Advisornet Financial
Minnesota
$2.26M +$161K +482 +9%
WG
1075
Wealth Group
North Carolina
$2.26M +$210K +629 +12%
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