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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
1426
Gladius Capital Management
Illinois
$222K +$208K +1,484 New
C
1427
Certuity
Florida
$222K +$209K +1,488 New
TA
1428
TFG Advisers
Michigan
$222K +$210K +1,492 New
RFA
1429
Reilly Financial Advisors
California
$221K -$13.3K -95 -6%
LF
1430
LifeSteps Financial
California
$221K +$208K +1,484 New
MVA
1431
Mount Vernon Associates
Maryland
$220K +$207K +1,476 New
JFA
1432
Johanson Financial Advisors
California
$219K +$200K +1,427 New
BWM
1433
Buckley Wealth Management
Nevada
$219K +$206K +1,470 New
MWM
1434
Minot Wealth Management
Massachusetts
$219K +$206K +1,470 New
NB
1435
Northwest Bancshares
Pennsylvania
$218K +$205K +1,462 New
CIA
1436
CSat Investment Advisory
Michigan
$216K +$17.3K +123 +9%
LFG
1437
Larson Financial Group
Missouri
$216K +$50.4K +359 +33%
FC
1438
Forte Capital
New York
$216K +$203K +1,445 New
WPC
1439
Waters Parkerson & Co
Louisiana
$216K +$203K +1,448 New
CWM
1440
Cordatus Wealth Management
Pennsylvania
$214K +$202K +1,435 New
CA
1441
Continuum Advisory
Idaho
$214K +$205K +1,462 New
PL
1442
Plancorp LLC
Missouri
$213K -$67.1K -478 -25%
APW
1443
Acima Private Wealth
Virginia
$212K – – –
ACM
1444
AUA Capital Management
Pennsylvania
$212K +$35.1K +250 +21%
B
1445
Brightworth
Georgia
$211K +$199K +1,415 New
WAM
1446
Winslow Asset Management
Ohio
$211K +$199K +1,415 New
CA
1447
Cortland Associates
Missouri
$211K +$199K +1,417 New
MCM
1448
Monarch Capital Management
Indiana
$211K +$199K +1,417 New
SFS
1449
Summit Financial Strategies
Ohio
$211K +$199K +1,417 New
PI
1450
Pettee Investors
Connecticut
$210K +$198K +1,408 New
56 57
58
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