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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FFSOTS
1076
Fiduciary Financial Services of The Southwest
Texas
$361K +$4.57K +36 +1%
EAM
1077
Evanson Asset Management
California
$360K -$37K -291 -9%
WDA
1078
Wendell David Associates
New Hampshire
$360K +$12.7K +100 +4%
WA
1079
Wealth Architects
California
$358K -$8.51K -67 -2%
HWA
1080
HHM Wealth Advisors
Tennessee
$358K -$6.35K -50 -2%
V
1081
VeraBank
Texas
$358K – – –
BOS
1082
Bingham Osborn & Scarborough
California
$357K -$22.2K -175 -6%
MLFP
1083
MPS Loria Financial Planners
Illinois
$356K +$762 +6 +0.2%
FCB
1084
First Command Bank
Texas
$356K +$10.2K +80 +3%
FCFS
1085
First Command Financial Services
Texas
$356K +$10.2K +80 +3%
MA
1086
MONECO Advisors
Connecticut
$355K +$1.65K +13 +0.5%
CWA
1087
Clarus Wealth Advisors
Arizona
$355K +$169K +1,330 +90%
PC
1088
Peavine Capital
Nevada
$354K – – –
BWM
1089
Buckley Wealth Management
Nevada
$353K -$25.4K -200 -7%
ACM
1090
Ategra Capital Management
Virginia
$352K -$7.5K -59 -2%
SBSB
1091
Sullivan, Bruyette, Speros & Blaney
Virginia
$351K +$254 +2 +0.1%
BST
1092
Bath Savings Trust
Maine
$347K -$1.91K -15 -0.5%
SNB
1093
Security National Bank
Nebraska
$346K – – –
QCIG
1094
Quad-Cities Investment Group
Iowa
$346K +$127 +1 +0%
UF
1095
Univest Financial
Pennsylvania
$345K -$92.2K -726 -21%
FHC
1096
First Heartland Consultants
Missouri
$345K -$21.7K -171 -6%
RWP
1097
RWA Wealth Partners
Massachusetts
$345K +$127 +1 +0%
VNA
1098
Valley National Advisers
Pennsylvania
$345K +$15K +118 +5%
OCM
1099
One Capital Management
California
$344K -$12.7K -100 -4%
BP
1100
Ballentine Partners
Massachusetts
$342K -$75.1K -591 -18%
42 43
44
45 46