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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1476
Advisory Alpha
Michigan
$344K -$8.75K -42 -2%
CHA
1477
Cooper/Haims Advisors
New York
$344K – – –
GM
1478
GeoWealth Management
Illinois
$343K -$8.33K -40 -2%
HGWM
1479
Horst & Graben Wealth Management
Oregon
$342K +$1.46K +7 +0.4%
AMM
1480
American Money Management
California
$342K +$7.08K +34 +2%
AWA
1481
Aaron Wealth Advisors
Illinois
$342K +$19.4K +93 +6%
BWM
1482
Benchmark Wealth Management
Connecticut
$341K +$208 +1 +0.1%
ACM
1483
Advisors Capital Management
New Jersey
$341K +$54.8K +263 +17%
KCPG
1484
Kavar Capital Partners Group
Kansas
$341K +$370K +1,775 New
SIC
1485
Shoker Investment Counsel
Ohio
$341K +$370K +1,779 New
AF
1486
Alerus Financial
North Dakota
$340K -$4.62M -22,190 -93%
FPWM
1487
FSB Premier Wealth Management
Iowa
$338K -$135K -650 -27%
BW
1488
Bison Wealth
Georgia
$338K +$11.9K +57 +3%
QT
1489
Quantamental Technologies
New York
$337K -$87.1K -418 -19%
DBT
1490
Dubuque Bank & Trust
Iowa
$337K -$20.2K -97 -5%
CCM
1491
Check Capital Management
California
$336K – – –
RSVP
1492
Ramsay Stattman Vela & Price
Colorado
$336K – – –
MA
1493
MCF Advisors
Kentucky
$336K +$4.79K +23 +1%
SIA
1494
Soltis Investment Advisors
Utah
$336K +$6.25K +30 +2%
FAB
1495
First American Bank
Illinois
$336K +$20K +96 +6%
SCM
1496
SevenOneSeven Capital Management
Pennsylvania
$335K +$11.7K +56 +3%
AWM
1497
Apollon Wealth Management
South Carolina
$335K +$89.6K +430 +33%
TWM
1498
Tradition Wealth Management
Minnesota
$334K +$4.58K +22 +1%
SFG
1499
SageGuard Financial Group
Tennessee
$333K -$3.03M -14,538 -89%
PGAM
1500
Princeton Global Asset Management
New Jersey
$333K -$83.3K -400 -19%
58 59
60
61 62