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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MAWCM
1451
Mine & Arao Wealth Creation & Management
California
$358K +$1.1K +6 +0.3%
BFG
1452
Berger Financial Group
Minnesota
$357K -$17.2K -94 -4%
GB
1453
Goepper Burkhardt
South Carolina
$354K -$18.3K -100 -4%
FFC
1454
First Financial Corp
Indiana
$354K +$2.19K +12 +0.6%
SS
1455
Sunbelt Securities
Texas
$353K – – –
MA
1456
McBroom & Associates
Nevada
$351K +$391K +2,141 New
B
1457
Bensler
Washington
$351K – – –
MFG
1458
Magnus Financial Group
New York
$349K +$15.5K +85 +4%
CWM
1459
Cahaba Wealth Management
Georgia
$347K -$25.8K -141 -6%
BFM
1460
Boston Financial Management
Massachusetts
$347K +$27.6K +151 +8%
MCM
1461
Maryland Capital Management
Maryland
$346K -$195K -1,065 -34%
HFBOT
1462
Home Federal Bank of Tennessee
Tennessee
$346K – – –
BONST
1463
Bank of Nova Scotia Trust
Ontario, Canada
$345K – – –
FC
1464
Financial Consulate
Maryland
$345K – – –
RSVP
1465
Ramsay Stattman Vela & Price
Colorado
$345K – – –
SAM
1466
Sompo Asset Management
Japan
$344K -$1.26M -6,880 -77%
SIAP
1467
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$343K +$183 +1 +0%
LFG
1468
Larson Financial Group
Missouri
$343K +$239K +1,307 +166%
ECG
1469
Edge Capital Group
Georgia
$342K -$1.44M -7,878 -79%
ACP
1470
Arcus Capital Partners
Georgia
$342K +$548 +3 +0.1%
B
1471
Brightworth
Georgia
$342K +$25.4K +139 +7%
KA
1472
KLCM Advisors
Wisconsin
$341K – – –
CPA
1473
Capital Planning Advisors
California
$340K -$51.9K -284 -12%
TCPWM
1474
Traverso Chambers Private Wealth Management
California
$340K – – –
GFS
1475
GYL Financial Synergies
Connecticut
$340K +$29.6K +162 +8%
57 58
59
60 61