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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1251
Waverly Advisors
Alabama
$225K +$12.7K +100 +6%
WP
1252
WealthPLAN Partners
Nebraska
$225K +$198K +1,558 New
SMH
1253
Sanders Morris Harris
Texas
$224K -$232K -1,825 -51%
BCMO
1254
Buckingham Capital Management (Ohio)
Ohio
$224K -$223K -1,759 -50%
SCM
1255
Southport Capital Management
Tennessee
$224K +$2.03K +16 +0.9%
CFN
1256
Cordasco Financial Network
Florida
$224K +$18.7K +147 +9%
SXL
1257
Summit X LLC
Missouri
$223K -$11.1K -87 -5%
LA
1258
LexAurum Advisors
Kansas
$223K +$7.88K +62 +4%
WANY
1259
Wealthspire Advisors (New York)
New York
$222K +$223K +1,759 New
AMM
1260
American Money Management
California
$219K +$1.02K +8 +0.5%
SFSG
1261
Stearns Financial Services Group
North Carolina
$218K -$41.5K -327 -16%
SCA
1262
Stonebridge Capital Advisors
Minnesota
$217K – – –
JSL
1263
JT Stratford LLC
Georgia
$217K +$218K +1,715 New
PI
1264
Pettee Investors
Connecticut
$216K -$31.8K -250 -13%
HPWM
1265
Highland Private Wealth Management
Washington
$216K -$7.62K -60 -3%
ARMC
1266
American Research & Management Company
Massachusetts
$216K – – –
BO
1267
Bach Option
Hong Kong
$216K +$217K +1,707 New
KFS
1268
Kurt F. Somerville
$215K -$47.6K -375 -18%
BWA
1269
BlueSky Wealth Advisors
North Carolina
$215K – – –
GWM
1270
Greenwich Wealth Management
Connecticut
$214K -$56.8K -447 -21%
ZCM
1271
Zebra Capital Management
Connecticut
$213K -$152K -1,199 -41%
RFA
1272
Reilly Financial Advisors
California
$213K -$8K -63 -4%
SIC
1273
Shoker Investment Counsel
Ohio
$213K +$1.91K +15 +0.9%
GC
1274
Gilbert & Cook
Iowa
$212K +$214K +1,682 New
JFA
1275
Johanson Financial Advisors
California
$211K -$76.6K -603 -26%
49 50
51
52 53