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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
ICG
1501
InterOcean Capital Group
Tennessee
$391K -$67.2K -291 -14%
CHA
1502
Cooper/Haims Advisors
New York
$390K -$27.7K -120 -6%
KFP
1503
KMG Fiduciary Partners
Ohio
$390K +$52K +225 +14%
BWA
1504
BDO Wealth Advisors
Florida
$389K – – –
GAMC
1505
Garner Asset Management Corp
Texas
$389K – – –
WFI
1506
West Family Investments
California
$389K +$413K +1,787 New
NAS
1507
Nicolet Advisory Services
Wisconsin
$387K -$18.2K -79 -4%
GBT
1508
Grove Bank & Trust
Florida
$387K -$1.16K -5 -0.3%
RWM
1509
RKL Wealth Management
Pennsylvania
$387K – – –
GF
1510
Gries Financial
Ohio
$387K +$1.39K +6 +0.3%
BWM
1511
Benchmark Wealth Management
Connecticut
$386K +$231 +1 +0.1%
HGWM
1512
Horst & Graben Wealth Management
Oregon
$386K +$1.16K +5 +0.3%
RFN
1513
RDA Financial Network
Iowa
$386K +$6.7K +29 +2%
BFPW
1514
BOK Financial Private Wealth
Colorado
$386K +$80.4K +348 +24%
CWP
1515
Concord Wealth Partners
Virginia
$385K -$10.9K -47 -3%
WKWM
1516
Walter & Keenan Wealth Management
Indiana
$385K +$231 +1 +0.1%
TSS
1517
Two Sigma Securities
New York
$385K +$75.3K +326 +23%
JWM
1518
Jackson Wealth Management
Florida
$384K +$200K +865 +96%
C
1519
Certuity
Florida
$382K +$41.8K +181 +12%
CCM
1520
Check Capital Management
California
$381K – – –
RSVP
1521
Ramsay Stattman Vela & Price
Colorado
$381K – – –
QCM
1522
Quest Capital Management
Texas
$380K -$38.6K -167 -9%
AMM
1523
American Money Management
California
$380K +$924 +4 +0.2%
EN1L
1524
Engine No 1 LLC
California
$379K +$403K +1,743 New
T
1525
TOBAM
France
$378K -$43.2K -187 -10%
59 60
61
62 63