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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
DIA
1476
Davidson Investment Advisors
Montana
$344K -$78.1K -375 -17%
AA
1477
Advisory Alpha
Michigan
$344K -$8.75K -42 -2%
CHA
1478
Cooper/Haims Advisors
New York
$344K – – –
GM
1479
GeoWealth Management
Illinois
$343K -$8.33K -40 -2%
HGWM
1480
Horst & Graben Wealth Management
Oregon
$342K +$1.46K +7 +0.4%
AMM
1481
American Money Management
California
$342K +$7.08K +34 +2%
AWA
1482
Aaron Wealth Advisors
Illinois
$342K +$19.4K +93 +6%
BWM
1483
Benchmark Wealth Management
Connecticut
$341K +$208 +1 +0.1%
ACM
1484
Advisors Capital Management
New Jersey
$341K +$54.8K +263 +17%
KCPG
1485
Kavar Capital Partners Group
Kansas
$341K +$370K +1,775 New
SIC
1486
Shoker Investment Counsel
Ohio
$341K +$370K +1,779 New
AF
1487
Alerus Financial
North Dakota
$340K -$4.62M -22,190 -93%
FPWM
1488
FSB Premier Wealth Management
Iowa
$338K -$135K -650 -27%
BW
1489
Bison Wealth
Georgia
$338K +$11.9K +57 +3%
QT
1490
Quantamental Technologies
New York
$337K -$87.1K -418 -19%
DBT
1491
Dubuque Bank & Trust
Iowa
$337K -$20.2K -97 -5%
CCM
1492
Check Capital Management
California
$336K – – –
RSVP
1493
Ramsay Stattman Vela & Price
Colorado
$336K – – –
MA
1494
MCF Advisors
Kentucky
$336K +$4.79K +23 +1%
SIA
1495
Soltis Investment Advisors
Utah
$336K +$6.25K +30 +2%
FAB
1496
First American Bank
Illinois
$336K +$20K +96 +6%
SCM
1497
SevenOneSeven Capital Management
Pennsylvania
$335K +$11.7K +56 +3%
AWM
1498
Apollon Wealth Management
South Carolina
$335K +$89.6K +430 +33%
TWM
1499
Tradition Wealth Management
Minnesota
$334K +$4.58K +22 +1%
SFG
1500
SageGuard Financial Group
Tennessee
$333K -$3.03M -14,538 -89%
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61 62