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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1401
PrairieView Partners
Minnesota
$627K +$24.2K +100 +4%
SL
1402
Sentinus LLC
Illinois
$627K +$404K +1,671 +156%
PHIC
1403
Pine Haven Investment Counsel
Massachusetts
$626K +$9.91K +41 +2%
FBB
1404
Fulton Breakefield Broenniman
Maryland
$626K -$18.6K -77 -3%
FCP
1405
Fidelis Capital Partners
Florida
$626K +$704K +2,910 New
JIC
1406
Joel Isaacson & Co
New York
$624K +$72.8K +301 +12%
KFI
1407
Key Financial Inc
Pennsylvania
$624K – – –
JSC
1408
Jackson Square Capital
California
$623K -$165K -681 -20%
WP
1409
Waycross Partners
Kentucky
$618K – – –
KP
1410
Keel Point
Alabama
$618K -$34.3K -142 -5%
BAM
1411
Blueshift Asset Management
New Jersey
$616K +$651K +2,694 New
LAM
1412
Lakewood Asset Management
Illinois
$615K -$4.11K -17 -0.6%
MA
1413
MONECO Advisors
Connecticut
$614K -$21.5K -89 -3%
AP
1414
Appleton Partners
Massachusetts
$614K +$193K +800 +42%
YIH
1415
Y-Intercept (HK)
Hong Kong
$614K +$649K +2,683 New
AI
1416
AXS Investments
New York
$612K -$20.5K -85 -3%
MMM
1417
Mendel Money Management
Illinois
$611K +$8.46K +35 +1%
MBTD
1418
Mechanics Bank - Trust Department
California
$610K -$16.9K -70 -3%
RWMG
1419
Redwood Wealth Management Group
New Jersey
$609K +$16.9K +70 +3%
KFS
1420
Kaizen Financial Strategies
California
$607K -$45.2K -187 -7%
AA
1421
Ancora Advisors
Ohio
$606K -$24.9K -103 -4%
NG
1422
Northstar Group
New York
$606K – – –
IB
1423
Intrust Bank
Kansas
$605K -$4.35K -18 -0.7%
LC
1424
LCNB Corp
Ohio
$605K -$6.04K -25 -0.9%
SS
1425
Sunbelt Securities
Texas
$604K +$130K +536 +25%
55 56
57
58 59