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Caterpillar
CAT

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