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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
1201
Ceeto Capital Group
Florida
$295K +$316K +2,000 New
WP
1202
WealthPLAN Partners
Nebraska
$293K -$5.53K -35 -2%
CPA
1203
Clear Perspective Advisors
Illinois
$293K +$118K +750 +61%
BFPW
1204
BOK Financial Private Wealth
Colorado
$292K -$15.8K -100 -5%
CBT
1205
Central Bank & Trust
Kentucky
$292K +$62.4K +395 +25%
BRF
1206
B. Riley Financial
California
$291K -$76.6K -485 -20%
GRP
1207
Global Retirement Partners
California
$291K +$30.2K +191 +11%
ITIM
1208
Indiana Trust & Investment Management
Indiana
$291K +$79K +500 +34%
RCM
1209
RB Capital Management
Nevada
$288K +$15.8K +100 +5%
WAAG
1210
Wealth Alliance Advisory Group
Kansas
$288K +$309K +1,954 New
MRCM
1211
M&R Capital Management
New Jersey
$285K -$288K -1,822 -48%
BRA
1212
Bender Robert & Associates
California
$284K +$81.3K +515 +36%
AMM
1213
American Money Management
California
$283K +$790 +5 +0.3%
TIM
1214
Total Investment Management
Arizona
$281K – – –
AWA
1215
Acorn Wealth Advisors
Michigan
$281K +$17.5K +111 +6%
PMFA
1216
Plante Moran Financial Advisors
Michigan
$281K +$106K +669 +54%
CCM
1217
Check Capital Management
California
$281K +$302K +1,910 New
ECM
1218
Estabrook Capital Management
New York
$280K – – –
LOAMS
1219
Lombard Odier Asset Management (Switzerland)
Switzerland
$280K -$157K -996 -34%
WF
1220
WoodTrust Financial
Wisconsin
$280K – – –
CW
1221
Cobiz Wealth
Colorado
$278K – – –
ATC
1222
Argent Trust Co
Tennessee
$278K +$298K +1,890 New
CCP
1223
Corient Capital Partners
California
$277K +$3.47K +22 +1%
NCM
1224
Novare Capital Management
North Carolina
$273K – – –
JIC
1225
Joel Isaacson & Co
New York
$273K +$292K +1,851 New
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50 51