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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WOC
1076
West Oak Capital
California
$1.11M +$36.7K +152 +3%
WR
1077
WD Rutherford
Oregon
$1.11M -$73.7K -305 -6%
BFO
1078
Biltmore Family Office
North Carolina
$1.11M -$1.21K -5 -0.1%
BIA
1079
Beacon Investment Advisors
Maryland
$1.11M +$5.8K +24 +0.5%
GC
1080
Garde Capital
Washington
$1.11M +$6.04K +25 +0.5%
FFA
1081
First Foundation Advisors
California
$1.1M -$88.2K -365 -7%
IP
1082
Investment Partners
Ohio
$1.1M +$1.69K +7 +0.1%
TLA
1083
Tanglewood Legacy Advisors
Texas
$1.09M – – –
WIS
1084
Wright Investors Service
Connecticut
$1.09M +$61.6K +255 +6%
DAM
1085
Diamant Asset Management
Connecticut
$1.09M – – –
EIA
1086
Eldridge Investment Advisors
New Hampshire
$1.09M – – –
VCM
1087
Vigilant Capital Management
Maine
$1.08M -$13.3K -55 -1%
IAIM
1088
International Assets Investment Management
Florida
$1.08M -$2.03M -8,408 -64%
WFS
1089
Widmann Financial Services
Maryland
$1.08M -$11.8K -49 -1%
CRIG
1090
Charter Research & Investment Group
Connecticut
$1.08M +$322K +1,333 +39%
ISL
1091
Ingalls & Snyder LLC
New York
$1.08M -$725 -3 -0.1%
FIA
1092
Foundations Investment Advisors
Arizona
$1.08M +$251K +1,040 +28%
BOSSRA
1093
B.O.S.S. Retirement Advisors
Utah
$1.08M -$796K -3,294 -41%
GLA
1094
Good Life Advisors
Pennsylvania
$1.08M -$20.3K -84 -2%
CA
1095
Continuum Advisory
Idaho
$1.08M -$50.3K -208 -4%
SAM
1096
Shell Asset Management
Netherlands
$1.07M -$8.7K -36 -0.8%
XWM
1097
Xcel Wealth Management
Florida
$1.07M +$207K +858 +22%
EB
1098
Eastern Bank
Massachusetts
$1.07M -$128K -531 -10%
WA
1099
Waverly Advisors
Alabama
$1.07M +$110K +456 +11%
LHC
1100
Little House Capital
Massachusetts
$1.07M +$1.13M +4,661 New
42 43
44
45 46