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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
GP
1376
Girard Partners
Pennsylvania
$698K -$27.2K -122 -4%
BAM
1377
Berkshire Asset Management
Pennsylvania
$697K -$30.8K -138 -5%
UFF
1378
USA Financial Formulas
Michigan
$693K -$113K -506 -15%
KP
1379
Keel Point
Alabama
$693K +$25.9K +116 +4%
CFO
1380
CVA Family Office
Colorado
$692K +$43K +193 +7%
DEM
1381
Disciplined Equity Management
Florida
$691K -$8.47K -38 -1%
KA
1382
Kozak & Associates
Colorado
$691K +$223 +1 +0%
MCM
1383
Manchester Capital Management
Vermont
$690K +$669 +3 +0.1%
TF
1384
Tompkins Financial
New York
$690K – – –
PC
1385
Peavine Capital
Nevada
$689K – – –
SPA
1386
Sherbrooke Park Advisers
New York
$689K +$624K +2,800 New
WP
1387
Wealthspan Partners
Iowa
$688K -$13.4K -60 -2%
AL
1388
Aspiriant LLC
California
$688K +$1.34K +6 +0.2%
CCFM
1389
Clear Creek Financial Management
Washington
$688K -$97.2K -436 -13%
EBWM
1390
Eagle Bluffs Wealth Management
Missouri
$683K – – –
RWMG
1391
Redwood Wealth Management Group
New Jersey
$683K +$25.6K +115 +4%
CFA
1392
Capstone Financial Advisors
Illinois
$682K +$4.01K +18 +0.7%
WCM
1393
Windsor Capital Management
Arizona
$679K -$13.4K -60 -2%
MLFP
1394
MPS Loria Financial Planners
Illinois
$678K -$22.3K -100 -4%
GIA
1395
Gladstone Institutional Advisory
Florida
$678K -$816K -3,660 -57%
GC
1396
Grimes & Company
Massachusetts
$676K -$317K -1,420 -34%
FCB
1397
First Command Bank
Texas
$675K -$66.9K -300 -10%
FCFS
1398
First Command Financial Services
Texas
$675K -$66.9K -300 -10%
KFI
1399
Key Financial Inc
Pennsylvania
$675K +$3.79K +17 +0.6%
FBB
1400
Fulton Breakefield Broenniman
Maryland
$674K +$669 +3 +0.1%
54 55
56
57 58