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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
V
1126
VeraBank
Texas
$386K -$2.64K -20 -0.7%
FFSOTS
1127
Fiduciary Financial Services of The Southwest
Texas
$385K -$7.13K -54 -2%
OCM
1128
One Capital Management
California
$385K – – –
CMI
1129
Clare Market Investments
Texas
$385K +$21.8K +165 +6%
MLFP
1130
MPS Loria Financial Planners
Illinois
$383K +$529 +4 +0.1%
MA
1131
MONECO Advisors
Connecticut
$382K -$99.4K -752 -21%
PFM
1132
Parsec Financial Management
North Carolina
$382K – – –
PC
1133
Peavine Capital
Nevada
$382K – – –
SBSB
1134
Sullivan, Bruyette, Speros & Blaney
Virginia
$379K +$106K +800 +40%
PFBT
1135
Parkside Financial Bank & Trust
Missouri
$377K +$21.3K +161 +6%
BST
1136
Bath Savings Trust
Maine
$376K -$59.5K -450 -14%
RCM
1137
RNC Capital Management
California
$376K +$364K +2,758 New
WDA
1138
Wendell David Associates
New Hampshire
$375K – – –
MCWS
1139
McKinley Carter Wealth Services
West Virginia
$375K +$1.59K +12 +0.4%
BPWA
1140
Beacon Pointe Wealth Advisors
California
$374K -$17.3K -131 -5%
SNB
1141
Security National Bank
Nebraska
$374K – – –
AP
1142
Atwood & Palmer
Missouri
$373K -$19.3K -146 -5%
FCB
1143
First Command Bank
Texas
$373K – – –
FCFS
1144
First Command Financial Services
Texas
$373K – – –
QCIG
1145
Quad-Cities Investment Group
Iowa
$373K +$132 +1 +0%
RWP
1146
RWA Wealth Partners
Massachusetts
$372K +$132 +1 +0%
VLC
1147
Van Leeuwen & Company
New Jersey
$372K +$142K +1,072 +65%
FNB
1148
Farmers National Bank
Kentucky
$370K -$9.12K -69 -2%
FMW
1149
Farr Miller & Washington
District of Columbia
$369K +$52.9K +400 +17%
CIM
1150
CIM Investment Management
Pennsylvania
$368K +$13.5K +102 +4%
44 45
46
47 48