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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SIAP
1501
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$431K +$201 +1 +0%
FSA
1502
Fort Sheridan Advisors
Illinois
$429K +$6.04K +30 +1%
QIM
1503
Quantitative Investment Management
Virginia
$428K +$417K +2,072 New
AP
1504
Appleton Partners
Massachusetts
$427K -$70.7K -351 -15%
ACP
1505
Arcus Capital Partners
Georgia
$427K +$15.9K +79 +4%
GIA
1506
GHP Investment Advisors
Colorado
$427K +$21.7K +108 +6%
JWBC
1507
J.W. Burns & Co
New York
$427K +$23.2K +115 +6%
KFA
1508
Kelleher Financial Advisors
New York
$426K -$407K -2,020 -49%
TCPWM
1509
Traverso Chambers Private Wealth Management
California
$426K +$12.5K +62 +3%
JFGIW
1510
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$425K +$8.66K +43 +2%
MPIA
1511
Mountain Pacific Investment Advisers
Idaho
$423K +$3.22K +16 +0.8%
SCM
1512
SevenOneSeven Capital Management
Pennsylvania
$421K +$58.2K +289 +17%
BC
1513
Barnett & Company
Tennessee
$419K -$75.5K -375 -16%
PL
1514
Plancorp LLC
Missouri
$419K +$69.5K +345 +21%
RCA
1515
Ranch Capital Advisors
Florida
$418K +$403 +2 +0.1%
CWA
1516
Clarus Wealth Advisors
Arizona
$418K +$33.8K +168 +10%
BHB
1517
Bank Hapoalim BM
Israel
$417K -$20.1K -100 -5%
MSCM
1518
McElhenny Sheffield Capital Management
Texas
$417K -$2.21K -11 -0.5%
CA
1519
Clearstead Advisors
Ohio
$417K +$15.9K +79 +4%
RFG
1520
Range Financial Group
Oregon
$416K -$7.85K -39 -2%
AIP
1521
Almanack Investment Partners
Pennsylvania
$416K -$604 -3 -0.1%
TBNY
1522
Trustco Bank (New York)
New York
$416K +$10.1K +50 +3%
TIM
1523
Total Investment Management
Arizona
$416K +$20.9K +104 +5%
AWA
1524
Aaron Wealth Advisors
Illinois
$414K +$45.1K +224 +13%
FCT
1525
First Community Trust
Iowa
$413K +$403K +2,000 New
59 60
61
62 63