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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
1376
Bartlett & Co Wealth Management
Ohio
$607K +$38.4K +183 +7%
LC
1377
LCNB Corp
Ohio
$605K – – –
KPW
1378
Kore Private Wealth
New York
$605K +$17K +81 +3%
MA
1379
MONECO Advisors
Connecticut
$604K +$14.7K +70 +3%
RPC
1380
Rossmore Private Capital
Connecticut
$600K – – –
FFS
1381
Founders Financial Securities
Maryland
$599K -$98.6K -470 -15%
QPWM
1382
Quadrant Private Wealth Management
Pennsylvania
$599K -$83.9K -400 -13%
NG
1383
Northstar Group
New York
$598K -$78.6K -375 -12%
CFA
1384
Capstone Financial Advisors
Illinois
$598K – – –
9WM
1385
9258 Wealth Management
Ohio
$596K +$52.6K +251 +10%
T
1386
TOBAM
France
$596K +$197K +940 +54%
PTP
1387
Platform Technology Partners
New York
$595K +$48K +229 +9%
OWM
1388
Opes Wealth Management
California
$594K – – –
MS
1389
Maven Securities
Jersey
$591K -$1.2M -5,704 -68%
SS
1390
Simplicity Solutions
Minnesota
$591K -$573K -2,733 -51%
ZF
1391
Zhang Financial
Michigan
$590K +$28.1K +134 +5%
PP
1392
PrairieView Partners
Minnesota
$588K -$148K -706 -21%
KA
1393
Kozak & Associates
Colorado
$588K – – –
CI
1394
CPR Investments
Michigan
$587K -$33.1K -158 -6%
MMM
1395
Mendel Money Management
Illinois
$581K +$547K +2,607 New
PHIC
1396
Pine Haven Investment Counsel
Massachusetts
$580K +$210 +1 +0%
SNB
1397
Security National Bank
Nebraska
$579K -$41.9K -200 -7%
WCM
1398
Windsor Capital Management
Arizona
$579K -$3.77K -18 -0.7%
BONST
1399
Bank of Nova Scotia Trust
Ontario, Canada
$579K -$839 -4 -0.2%
PIM
1400
Perpetual Investment Management
Australia
$579K – – –
54 55
56
57 58