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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
EHWM
1051
Eads & Heald Wealth Management
Georgia
$2.34M -$58.3K -175 -3%
WBCM
1052
Wilson & Boucher Capital Management
California
$2.34M – – –
CST
1053
Charles Schwab Trust
Nevada
$2.34M +$344K +1,032 +21%
CIC
1054
Crawford Investment Counsel
Georgia
$2.34M +$57K +171 +3%
WAM
1055
Weatherly Asset Management
California
$2.34M -$64K -192 -3%
WA
1056
Wealth Architects
California
$2.33M +$40.3K +121 +2%
NW
1057
NewEdge Wealth
Pennsylvania
$2.33M -$182K -546 -9%
4WM
1058
44 Wealth Management
Oregon
$2.33M -$121K -364 -6%
WIM
1059
WealthPlan Investment Management
Nebraska
$2.33M -$36K -108 -2%
CPC
1060
CFC Planning Company
Indiana
$2.32M +$261K +784 +15%
KMWM
1061
Keudell/Morrison Wealth Management
Oregon
$2.32M -$58K -174 -3%
CC
1062
Chicago Capital
Illinois
$2.31M -$3.32M -9,975 -63%
JWA
1063
JFS Wealth Advisors
Pennsylvania
$2.31M +$42K +126 +2%
TWM
1064
Trueblood Wealth Management
Ohio
$2.3M -$291K -872 -13%
IGGA
1065
Iron Gate Global Advisors
Utah
$2.29M +$469K +1,406 +31%
DWM
1066
Drive Wealth Management
Utah
$2.28M -$45.3K -136 -2%
HWA
1067
HHM Wealth Advisors
Tennessee
$2.28M -$74.7K -224 -4%
CD
1068
Chapin Davis
Maryland
$2.28M -$303K -909 -13%
ACM
1069
Aljian Capital Management
Nevada
$2.28M -$19K -57 -1%
CWM
1070
Cordatus Wealth Management
Pennsylvania
$2.27M -$79.3K -238 -4%
BWM
1071
Bernard Wealth Management
Michigan
$2.26M -$854K -2,562 -31%
COA
1072
Crown Oak Advisors
California
$2.26M -$59.7K -179 -3%
AF
1073
Advisornet Financial
Minnesota
$2.26M +$161K +482 +9%
WG
1074
Wealth Group
North Carolina
$2.26M +$210K +629 +12%
IHL
1075
Investment House LLC
California
$2.25M +$33.3K +100 +2%
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