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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
1401
Evanson Asset Management
California
$480K -$79.2K -343 -13%
CIC
1402
Carnegie Investment Counsel
Ohio
$480K +$102K +440 +25%
TWM
1403
Tolleson Wealth Management
Texas
$479K – – –
AWM
1404
Aberdeen Wealth Management
Illinois
$479K +$6.93K +30 +1%
RCM
1405
Requisite Capital Management
Texas
$479K +$231K +1,000 +83%
MC
1406
Machina Capital
France
$479K +$508K +2,200 New
1WA
1407
180 Wealth Advisors
Washington
$476K +$37.9K +164 +8%
IAIM
1408
International Assets Investment Management
Florida
$474K -$3.48M -15,082 -87%
ZF
1409
Zhang Financial
Michigan
$474K -$64.9K -281 -11%
QT
1410
Quantamental Technologies
New York
$473K +$10.9K +47 +2%
DE
1411
Day & Ennis
Georgia
$473K +$24.5K +106 +5%
DTC
1412
Davidson Trust Company
Washington
$473K +$502K +2,173 New
DIA
1413
Davidson Investment Advisors
Montana
$471K -$34.6K -150 -6%
CPA
1414
Capital Planning Advisors
California
$471K +$229K +991 +84%
AMG
1415
Advisors Management Group
Wisconsin
$468K -$1.16K -5 -0.2%
AWM
1416
Accurate Wealth Management
Florida
$468K +$496K +2,149 New
PFBT
1417
Parkside Financial Bank & Trust
Missouri
$467K -$82.7K -358 -14%
PGAM
1418
Princeton Global Asset Management
New Jersey
$465K -$1.2M -5,214 -71%
ACM
1419
Ategra Capital Management
Virginia
$465K +$2.08K +9 +0.4%
HFG
1420
Heron Financial Group
New York
$464K +$26.6K +115 +6%
BB
1421
Berkshire Bank
Massachusetts
$463K -$11.5K -50 -2%
SCM
1422
Southport Capital Management
Tennessee
$463K +$19.9K +86 +4%
GSEP
1423
Golden State Equity Partners
California
$461K -$148K -640 -23%
ECM
1424
Evergreen Capital Management
Washington
$459K +$56.4K +244 +13%
GLA
1425
Good Life Advisors
Pennsylvania
$458K -$46.2K -200 -9%
55 56
57
58 59