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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1376
Berkshire Asset Management
Pennsylvania
$697K -$30.8K -138 -5%
UFF
1377
USA Financial Formulas
Michigan
$693K -$113K -506 -15%
KP
1378
Keel Point
Alabama
$693K +$25.9K +116 +4%
CFO
1379
CVA Family Office
Colorado
$692K +$43K +193 +7%
DEM
1380
Disciplined Equity Management
Florida
$691K -$8.47K -38 -1%
KA
1381
Kozak & Associates
Colorado
$691K +$223 +1 +0%
MCM
1382
Manchester Capital Management
Vermont
$690K +$669 +3 +0.1%
TF
1383
Tompkins Financial
New York
$690K – – –
PC
1384
Peavine Capital
Nevada
$689K – – –
SPA
1385
Sherbrooke Park Advisers
New York
$689K +$624K +2,800 New
WP
1386
Wealthspan Partners
Iowa
$688K -$13.4K -60 -2%
AL
1387
Aspiriant LLC
California
$688K +$1.34K +6 +0.2%
CCFM
1388
Clear Creek Financial Management
Washington
$688K -$97.2K -436 -13%
EBWM
1389
Eagle Bluffs Wealth Management
Missouri
$683K – – –
RWMG
1390
Redwood Wealth Management Group
New Jersey
$683K +$25.6K +115 +4%
CFA
1391
Capstone Financial Advisors
Illinois
$682K +$4.01K +18 +0.7%
WCM
1392
Windsor Capital Management
Arizona
$679K -$13.4K -60 -2%
MLFP
1393
MPS Loria Financial Planners
Illinois
$678K -$22.3K -100 -4%
GIA
1394
Gladstone Institutional Advisory
Florida
$678K -$816K -3,660 -57%
GC
1395
Grimes & Company
Massachusetts
$676K -$317K -1,420 -34%
FCB
1396
First Command Bank
Texas
$675K -$66.9K -300 -10%
FCFS
1397
First Command Financial Services
Texas
$675K -$66.9K -300 -10%
KFI
1398
Key Financial Inc
Pennsylvania
$675K +$3.79K +17 +0.6%
FBB
1399
Fulton Breakefield Broenniman
Maryland
$674K +$669 +3 +0.1%
APA
1400
Astoria Portfolio Advisors
New York
$673K +$73.6K +330 +14%
54 55
56
57 58