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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
CGT
1301
Capital Guardian Trust
California
$221K
HFBOT
1302
Home Federal Bank of Tennessee
Tennessee
$221K +$194K +1,400 New
MCM
1303
Monarch Capital Management
Indiana
$221K +$194K +1,400 New
BTW
1304
Boston Trust Walden
Massachusetts
$219K +$193K +1,392 New
BW
1305
Bison Wealth
Georgia
$218K +$192K +1,382 New
CT
1306
Cambridge Trust
Massachusetts
$215K -$55.5K -400 -23%
CPIG
1307
Chicago Partners Investment Group
Illinois
$214K +$277 +2 +0.1%
EIA
1308
Eldridge Investment Advisors
New Hampshire
$213K +$188K +1,359 New
OWM
1309
Orgel Wealth Management
Wisconsin
$212K +$186K +1,343 New
MIA
1310
MainStreet Investment Advisors
Illinois
$212K +$186K +1,344 New
NF
1311
Nikulski Financial
Iowa
$212K +$187K +1,348 New
FFA
1312
First Foundation Advisors
California
$211K -$51.6K -372 -22%
SFFS
1313
Stonehage Fleming Financial Services
Jersey
$211K
TW
1314
Transform Wealth
Colorado
$211K +$186K +1,342 New
CWM
1315
Catamount Wealth Management
Connecticut
$210K
Aristotle Capital Management
1316
Aristotle Capital Management
California
$210K +$184K +1,330 New
CA
1317
Clearstead Advisors
Ohio
$208K +$183K +1,319 New
OPTFSNA
1318
Old Point Trust & Financial Services N A
Virginia
$208K +$183K +1,320 New
BDWM
1319
Brewin Dolphin Wealth Management
Ireland
$207K
VFA
1320
Virtus Fund Advisers
Connecticut
$207K
SLF
1321
Sun Life Financial
Ontario, Canada
$205K -$423K -3,052 -70%
QCG
1322
Quadrant Capital Group
Ohio
$205K +$5.96K +43 +3%
FAT
1323
First American Trust
California
$204K +$179K +1,291 New
PGIM
1324
Pacific Global Investment Management
California
$203K -$48.1K -347 -21%
PWMAG
1325
Pinnacle Wealth Management Advisory Group
New Jersey
$202K +$178K +1,283 New