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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1426
ACG Wealth
Georgia
$456K +$83.6K +404 +26%
CA
1427
Clearstead Advisors
Ohio
$455K -$2.9K -14 -0.7%
TBNY
1428
Trustco Bank (New York)
New York
$455K – – –
PMG
1429
ProVise Management Group
Florida
$455K +$29.4K +142 +8%
FCFC
1430
First Commonwealth Financial Corp
Pennsylvania
$454K -$148K -716 -27%
TAM
1431
Townsend Asset Management
North Carolina
$453K -$82K -396 -17%
FNB
1432
Farmers National Bank
Kentucky
$453K -$37.7K -182 -9%
SIAG
1433
Signet Investment Advisory Group
Rhode Island
$452K -$10.4K -50 -3%
JWBC
1434
J.W. Burns & Co
New York
$452K – – –
GF
1435
Gries Financial
Ohio
$452K +$390K +1,884 New
SWP
1436
Summit Wealth Partners
Florida
$451K +$53.6K +259 +15%
CRCM
1437
Corbett Road Capital Management
Virginia
$449K -$45.3K -219 -10%
T
1438
TOBAM
France
$446K – – –
QCM
1439
Quest Capital Management
Texas
$444K +$5.59K +27 +1%
BC
1440
Bridgefront Capital
Texas
$444K +$49.1K +237 +14%
CA
1441
CGN Advisors
Kansas
$443K -$43.3K -209 -10%
GWM
1442
GSB Wealth Management
Connecticut
$443K +$395K +1,910 New
CHA
1443
Cooper/Haims Advisors
New York
$443K +$396K +1,913 New
MPIA
1444
Mountain Pacific Investment Advisers
Idaho
$442K +$40K +193 +11%
HAIM
1445
Hunter Associates Investment Management
Pennsylvania
$441K – – –
KFA
1446
Kelleher Financial Advisors
New York
$437K -$290K -1,401 -43%
PFA
1447
Pure Financial Advisors
California
$437K -$16.1K -78 -4%
CG
1448
Clarus Group
Texas
$436K +$93.4K +451 +31%
ECM
1449
Evergreen Capital Management
Washington
$433K -$76.4K -369 -17%
GC
1450
Grimes & Company
Massachusetts
$432K +$64.8K +313 +20%
56 57
58
59 60