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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
V
1351
VeraBank
Texas
$631K – – –
SVWAG
1352
Sound View Wealth Advisors Group
Georgia
$630K +$54.3K +259 +10%
CCFM
1353
Clear Creek Financial Management
Washington
$630K +$154K +734 +35%
AIA
1354
Avalon Investment & Advisory
Texas
$629K -$9.22M -43,985 -94%
MBTD
1355
Mechanics Bank - Trust Department
California
$629K -$1.26K -6 -0.2%
5L
1356
55I LLC
Massachusetts
$628K -$23.5K -112 -4%
WDL
1357
Well Done LLC
Michigan
$626K -$36.7K -175 -6%
MLFP
1358
MPS Loria Financial Planners
Illinois
$626K +$839 +4 +0.1%
PC
1359
Peavine Capital
Nevada
$624K – – –
SCA
1360
Sippican Capital Advisors
Massachusetts
$624K – – –
AWM
1361
Accurate Wealth Management
Florida
$624K +$81.6K +389 +16%
FHA
1362
Flagship Harbor Advisors
Massachusetts
$623K +$16.4K +78 +3%
CG
1363
Corundum Group
Colorado
$621K +$25.4K +121 +5%
GP
1364
Girard Partners
Pennsylvania
$620K -$42.4K -202 -7%
PWM
1365
Perigon Wealth Management
California
$619K -$65K -310 -10%
AL
1366
Aspiriant LLC
California
$619K +$17.4K +83 +3%
WAS
1367
WESPAC Advisors SoCal
California
$618K +$582K +2,775 New
CAM
1368
Carret Asset Management
New York
$616K +$52.4K +250 +10%
BMC
1369
Benin Management Corp
Connecticut
$614K – – –
SI
1370
Saxon Interests
Texas
$612K -$78.4K -374 -12%
ZCA
1371
Zeke Capital Advisors
Pennsylvania
$612K +$576K +2,747 New
MCM
1372
Manchester Capital Management
Vermont
$610K -$152K -725 -21%
CHJWM
1373
Carlton Hofferkamp & Jenks Wealth Management
Texas
$609K +$44.7K +213 +8%
TFA
1374
Toth Financial Advisory
Virginia
$607K -$2.1K -10 -0.4%
BC
1375
Bartlett & Co
Ohio
$607K +$38.4K +183 +7%
53 54
55
56 57