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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
1501
Financial Consulate
Maryland
$503K – – –
OHWA
1502
Oak Hill Wealth Advisors
Virginia
$503K +$457K +2,098 New
CFO
1503
Colony Family Offices
North Carolina
$502K -$29.4K -135 -6%
DU
1504
Delphia (USA)
Ontario, Canada
$501K +$455K +2,092 New
ACP
1505
Arcus Capital Partners
Georgia
$500K +$435 +2 +0.1%
KA
1506
KLCM Advisors
Wisconsin
$499K +$218 +1 +0%
LFG
1507
Larson Financial Group
Missouri
$499K -$2.4K -11 -0.5%
GIA
1508
GHP Investment Advisors
Colorado
$499K +$10.7K +49 +2%
BWA
1509
BlueSky Wealth Advisors
North Carolina
$498K -$92.7K -426 -17%
ONGA
1510
O'Neil Global Advisors
California
$497K +$452K +2,075 New
GWANC
1511
Guardian Wealth Advisors (North Carolina)
North Carolina
$497K +$31.1K +143 +7%
D
1512
Diversified
Delaware
$497K +$183K +839 +68%
KFA
1513
Kelleher Financial Advisors
New York
$496K +$1.09K +5 +0.2%
NCM
1514
Novare Capital Management
North Carolina
$496K -$32.7K -150 -7%
TCPWM
1515
Traverso Chambers Private Wealth Management
California
$494K -$1.74K -8 -0.4%
SOW
1516
State of Wyoming
Wyoming
$494K +$250K +1,148 +126%
AGA
1517
Accuvest Global Advisors
Utah
$493K +$448K +2,060 New
MPIA
1518
Mountain Pacific Investment Advisers
Idaho
$491K +$218 +1 +0%
BFM
1519
Boston Financial Management
Massachusetts
$491K -$14.2K -65 -3%
FSA
1520
Fort Sheridan Advisors
Illinois
$490K -$65.3K -300 -13%
MCA
1521
Martin Capital Advisors
Texas
$490K +$174K +800 +64%
CAI
1522
Capital Advisors Inc
Oklahoma
$489K -$108K -496 -20%
LAM
1523
L2 Asset Management
Massachusetts
$489K +$28.5K +131 +7%
TIM
1524
Total Investment Management
Arizona
$486K +$3.27K +15 +0.7%
VA
1525
Valmark Advisers
Ohio
$486K +$1.52K +7 +0.3%
59 60
61
62 63