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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
DW
1351
Domani Wealth
Pennsylvania
$212K +$1.06K +8 +0.5%
LA
1352
LVW Advisors
New York
$212K +$206K +1,556 New
RSVP
1353
Ramsay Stattman Vela & Price
Colorado
$211K -$7.66K -58 -4%
WF
1354
WoodTrust Financial
Wisconsin
$211K – – –
LC
1355
Lavaca Capital
Texas
$211K +$69.5K +526 +52%
CG
1356
Corundum Group
Colorado
$211K +$204K +1,547 New
P
1357
&Partners
Tennessee
$210K +$203K +1,540 New
TL
1358
TrueWealth LLC
Georgia
$209K -$6.61K -50 -3%
CCM
1359
Canal Capital Management
Virginia
$209K +$203K +1,533 New
BCM
1360
BlueCrest Capital Management
Jersey
$207K -$2.49M -18,811 -93%
CWM
1361
Cordatus Wealth Management
Pennsylvania
$206K – – –
NDSI
1362
Newman Dignan & Sheerar Inc
Rhode Island
$206K – – –
WCM
1363
Windsor Capital Management
Arizona
$206K +$132 +1 +0.1%
GFS
1364
GYL Financial Synergies
Connecticut
$205K -$20K -151 -9%
AIP
1365
Almanack Investment Partners
Pennsylvania
$205K – – –
NCM
1366
Novare Capital Management
North Carolina
$204K -$13.2K -100 -6%
CCM
1367
Chickasaw Capital Management
Tennessee
$204K – – –
LWM
1368
Lyell Wealth Management
California
$204K – – –
W
1369
Wealthquest
Ohio
$204K – – –
LJHT
1370
Laurie J. Hall Trustee
$203K – – –
PMFA
1371
Plante Moran Financial Advisors
Michigan
$201K -$28.5K -216 -13%
SWMG
1372
Sanchez Wealth Management Group
Florida
$201K -$18.5K -140 -9%
BF
1373
Blankinship & Foster
California
$201K – – –
CWA
1374
Clarus Wealth Advisors
Arizona
$201K +$2.91K +22 +2%
WPC
1375
Waters Parkerson & Co
Louisiana
$201K +$195K +1,475 New
53 54
55
56 57