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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
KPW
1301
Kore Private Wealth
New York
$498K +$208 +1 +0%
MA
1302
MONECO Advisors
Connecticut
$498K +$165K +792 +44%
HWA
1303
Heritage Wealth Advisors
Virginia
$496K +$6.25K +30 +1%
PAA
1304
Peregrine Asset Advisers
Oregon
$496K -$43.3K -208 -7%
FNBSF
1305
First National Bank Sioux Falls
South Dakota
$492K – – –
TC
1306
TwinBeech Capital
New York
$492K +$533K +2,561 New
FHA
1307
Flagship Harbor Advisors
Massachusetts
$491K – – –
BAM
1308
Barrett Asset Management
New York
$490K – – –
CWM
1309
Cornerstone Wealth Management
Missouri
$489K +$66.9K +321 +14%
BC
1310
Bartlett & Co
Ohio
$488K -$3.54K -17 -0.7%
BCWM
1311
Bartlett & Co Wealth Management
Ohio
$488K -$3.54K -17 -0.7%
SFA
1312
Source Financial Advisors
New York
$487K -$8.12K -39 -2%
P
1313
Pitcairn
Pennsylvania
$486K -$7.5K -36 -1%
FMW
1314
Farr Miller & Washington
District of Columbia
$486K +$23.3K +112 +5%
OSNBOA
1315
Old Second National Bank of Aurora
Illinois
$485K – – –
CAM
1316
Cozad Asset Management
Illinois
$484K -$61.4K -295 -10%
9WM
1317
9258 Wealth Management
Ohio
$484K -$4.58K -22 -0.9%
CAM
1318
Carret Asset Management
New York
$482K +$6.25K +30 +1%
BWA
1319
Bordeaux Wealth Advisors
California
$480K – – –
IFG
1320
Investors Financial Group
Minnesota
$477K -$8.12K -39 -2%
1WA
1321
180 Wealth Advisors
Washington
$476K +$34.8K +167 +8%
RW
1322
Rede Wealth
Virginia
$475K -$41.7K -200 -7%
EAM
1323
Evanson Asset Management
California
$474K – – –
FCFC
1324
First Citizens Financial Corp
Iowa
$473K -$57.7K -277 -10%
TFO
1325
Tarbox Family Office
California
$473K -$625 -3 -0.1%
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