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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
1476
Wealthspire Advisors (New York)
New York
$419K -$1.36M -5,878 -75%
CA
1477
CGN Advisors
Kansas
$419K +$3.23K +14 +0.7%
WFMPM
1478
Woodley Farra Manion Portfolio Management
Indiana
$417K +$26.6K +115 +6%
BWA
1479
BlueSky Wealth Advisors
North Carolina
$417K +$27.7K +120 +7%
TIM
1480
Total Investment Management
Arizona
$416K -$44.3K -192 -9%
TA
1481
TruWealth Advisors
Louisiana
$415K +$34K +147 +8%
BP
1482
BBR Partners
New York
$413K -$109K -473 -20%
CG
1483
Clarus Group
Texas
$412K +$462 +2 +0.1%
KFA
1484
Kelleher Financial Advisors
New York
$411K +$462 +2 +0.1%
AAS
1485
Annex Advisory Services
Wisconsin
$409K +$137K +593 +46%
IF
1486
Intrua Financial
Texas
$404K – – –
AP
1487
Appleton Partners
Massachusetts
$404K +$118K +512 +38%
EP
1488
Edgestream Partners
New Jersey
$403K -$7.25M -31,373 -94%
DBT
1489
Dubuque Bank & Trust
Iowa
$403K -$34.9K -151 -8%
AFC
1490
AFT Forsyth & Company
Florida
$403K – – –
RT
1491
Rockland Trust
Massachusetts
$401K -$139K -602 -25%
AA
1492
Advisory Alpha
Michigan
$399K – – –
RW
1493
REDW Wealth
New Mexico
$398K – – –
ARG
1494
Advisory Resource Group
Oklahoma
$397K -$54.5K -236 -11%
GM
1495
GeoWealth Management
Illinois
$397K +$7.62K +33 +2%
GWM
1496
GSB Wealth Management
Connecticut
$394K -$23.1K -100 -5%
KP
1497
Keel Point
Alabama
$394K +$24.5K +106 +6%
BCAM
1498
Boston Common Asset Management
Massachusetts
$394K +$31.2K +135 +8%
MAWCM
1499
Mine & Arao Wealth Creation & Management
California
$393K +$693 +3 +0.2%
MA
1500
MONECO Advisors
Connecticut
$392K +$37.4K +162 +10%
58 59
60
61 62