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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1226
Calton & Associates
Florida
$318K +$97.1K +731 +45%
CF
1227
Centaurus Financial
California
$315K +$43.6K +328 +16%
FMW
1228
Farr Miller & Washington
District of Columbia
$313K -$4.92K -37 -2%
BWM
1229
BigSur Wealth Management
Florida
$313K – – –
RMCM
1230
Reynders McVeigh Capital Management
Massachusetts
$312K – – –
VCM
1231
Violich Capital Management
California
$312K – – –
SIAG
1232
Signet Investment Advisory Group
Rhode Island
$311K +$26.6K +200 +10%
AIM
1233
Advantage Investment Management
Iowa
$309K -$149K -1,120 -33%
IBOK
1234
Independence Bank of Kentucky
Kentucky
$308K -$17.9K -135 -6%
CAM
1235
Carret Asset Management
New York
$308K – – –
CGA
1236
Crescent Grove Advisors
Illinois
$308K +$1.73K +13 +0.6%
DWM
1237
Dakota Wealth Management
Florida
$308K +$125K +941 +71%
CA
1238
Claro Advisors
Massachusetts
$307K +$31.1K +234 +12%
CCM
1239
Covington Capital Management
California
$305K – – –
NL
1240
NWAM LLC
Washington
$305K +$299K +2,253 New
HI
1241
Horizon Investments
North Carolina
$304K +$298K +2,243 New
DIA
1242
Dana Investment Advisors
Wisconsin
$302K -$18.2M -136,882 -98%
LSAG
1243
Lake Street Advisors Group
New Hampshire
$302K +$24.3K +183 +9%
BFPW
1244
BOK Financial Private Wealth
Colorado
$301K -$5.31K -40 -2%
HBT
1245
Hills Bank & Trust
Iowa
$300K +$294K +2,216 New
GCP
1246
GSA Capital Partners
United Kingdom
$300K +$294K +2,217 New
CAG
1247
Crestwood Advisors Group
Massachusetts
$299K -$74.1K -558 -20%
AFC
1248
AFT Forsyth & Company
Florida
$298K – – –
GIA
1249
GHP Investment Advisors
Colorado
$295K -$69.6K -524 -19%
CCM
1250
Check Capital Management
California
$294K – – –
48 49
50
51 52