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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HGWM
1476
Horst & Graben Wealth Management
Oregon
$410K +$1.45K +7 +0.4%
CIC
1477
Carnegie Investment Counsel
Ohio
$410K +$20.7K +100 +6%
LNB
1478
Ledyard National Bank
$410K +$76.6K +370 +26%
LTI
1479
Laffer Tengler Investments
Tennessee
$410K +$128K +616 +54%
SIC
1480
Shoker Investment Counsel
Ohio
$408K +$1.86K +9 +0.5%
TA
1481
TruWealth Advisors
Louisiana
$408K +$115K +556 +46%
CCM
1482
Check Capital Management
California
$406K -$20.7K -100 -5%
RSVP
1483
Ramsay Stattman Vela & Price
Colorado
$406K +$41.4K +200 +13%
RFN
1484
RDA Financial Network
Iowa
$405K +$38.1K +184 +12%
AMM
1485
American Money Management
California
$404K +$42.4K +205 +13%
YIA
1486
YHB Investment Advisors
Connecticut
$404K +$66.9K +323 +23%
PFGIA
1487
Patriot Financial Group Insurance Agency
Massachusetts
$403K -$29.8K -144 -8%
ST
1488
Smithfield Trust
Pennsylvania
$403K – – –
MIA
1489
MainStreet Investment Advisors
Illinois
$402K -$53K -256 -13%
AIM
1490
Avity Investment Management
Connecticut
$402K – – –
CNB
1491
Camden National Bank
Maine
$400K -$22.4K -108 -6%
CNC
1492
Camden National Corporation
Maine
$400K +$357K +1,725 New
MA
1493
MCF Advisors
Kentucky
$399K +$621 +3 +0.2%
AWA
1494
Aaron Wealth Advisors
Illinois
$399K +$356K +1,721 New
BWM
1495
BigSur Wealth Management
Florida
$396K – – –
VNA
1496
Valley National Advisers
Pennsylvania
$395K – – –
KP
1497
Keel Point
Alabama
$395K +$121K +584 +52%
PWMAG
1498
Pinnacle Wealth Management Advisory Group
New Jersey
$394K – – –
SC
1499
Schulhoff & Co
Ohio
$394K – – –
TFA
1500
Trinity Financial Advisors
Ohio
$394K – – –
58 59
60
61 62