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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1526
Bienville Capital Management
New York
$413K – – –
KCPG
1527
Kavar Capital Partners Group
Kansas
$413K +$44.9K +223 +13%
LI
1528
Lafayette Investments
Maryland
$413K +$60.4K +300 +18%
PWM
1529
Penobscot Wealth Management
Maine
$413K +$402K +1,996 New
IIM
1530
Ironwood Investment Management
Massachusetts
$412K – – –
TLP
1531
Trinity Legacy Partners
Texas
$407K +$396K +1,968 New
KP
1532
Keel Point
Alabama
$406K +$20.5K +102 +5%
BIC
1533
Beach Investment Counsel
Pennsylvania
$405K – – –
FCFC
1534
First Commonwealth Financial Corp
Pennsylvania
$405K – – –
IB
1535
Intrust Bank
Kansas
$404K +$7.25K +36 +2%
EHWM
1536
Eads & Heald Wealth Management
Georgia
$402K -$16.1K -80 -4%
AIM
1537
Acropolis Investment Management
Missouri
$402K – – –
EWM
1538
Evermay Wealth Management
Virginia
$400K -$2.01K -10 -0.5%
FC
1539
Forte Capital
New York
$397K -$68.5K -340 -15%
BWA
1540
BlueSky Wealth Advisors
North Carolina
$397K – – –
SFO
1541
Stokes Family Office
Louisiana
$396K +$35.8K +178 +10%
VWM
1542
Vigilare Wealth Management
Arizona
$395K – – –
CA
1543
CGN Advisors
Kansas
$394K +$2.21K +11 +0.6%
SFG
1544
StrategIQ Financial Group
Indiana
$394K +$62K +308 +19%
KA
1545
KLCM Advisors
Wisconsin
$394K +$383K +1,904 New
BCAM
1546
Boston Common Asset Management
Massachusetts
$393K +$15.9K +79 +4%
NB
1547
Northwest Bancshares
Pennsylvania
$392K +$47.9K +238 +14%
MA
1548
Mosaic Advisors
Texas
$391K -$265K -1,316 -41%
IF
1549
Intrua Financial
Texas
$391K -$26.8K -133 -7%
ST
1550
Smithfield Trust
Pennsylvania
$391K – – –
60 61
62
63 64