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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BFPW
1401
BOK Financial Private Wealth
Colorado
$531K +$91.6K +455 +22%
MA
1402
MONECO Advisors
Connecticut
$530K +$10.1K +50 +2%
UAS
1403
United Asset Strategies
New York
$530K +$121K +601 +31%
BST
1404
Bath Savings Trust
Maine
$529K +$33.2K +165 +7%
BCWM
1405
Bartlett & Co Wealth Management
Ohio
$525K – – –
BC
1406
Bartlett & Co
Ohio
$525K – – –
SFA
1407
Source Financial Advisors
New York
$523K -$2.01K -10 -0.4%
CAM
1408
Cozad Asset Management
Illinois
$521K – – –
HCP
1409
Hexagon Capital Partners
Arkansas
$521K +$131K +651 +35%
B
1410
Barings
North Carolina
$520K -$437K -2,172 -46%
BWA
1411
Bordeaux Wealth Advisors
California
$520K +$2.62K +13 +0.5%
ZF
1412
Zhang Financial
Michigan
$520K +$43.1K +214 +9%
CAM
1413
Carret Asset Management
New York
$519K – – –
SS
1414
Sunbelt Securities
Texas
$519K +$103K +510 +25%
CGA
1415
Crescent Grove Advisors
Illinois
$519K +$226K +1,123 +81%
FIA
1416
Foundations Investment Advisors
Arizona
$518K -$19.9K -99 -4%
WE
1417
Wealth Effects
Massachusetts
$518K +$505K +2,508 New
1WA
1418
180 Wealth Advisors
Washington
$517K +$5.24K +26 +1%
CWP
1419
Concord Wealth Partners
Virginia
$516K +$204K +1,015 +69%
TAM
1420
Trillium Asset Management
Massachusetts
$515K +$5.84K +29 +1%
WPC
1421
Wedmont Private Capital
Pennsylvania
$515K +$457K +2,269 New
CA
1422
Claris Advisors
Missouri
$513K +$499K +2,479 New
BFA
1423
Bill Few Associates
Pennsylvania
$512K +$498K +2,474 New
FNBOH
1424
First National Bank of Hutchinson
Kansas
$510K +$14.5K +72 +3%
IC
1425
Intersect Capital
California
$509K -$294K -1,460 -37%
55 56
57
58 59