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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1526
BlueSky Wealth Advisors
North Carolina
$356K – – –
ST
1527
Smithfield Trust
Pennsylvania
$356K +$21.1K +100 +5%
PHK
1528
Point72 Hong Kong
Hong Kong
$356K +$194K +920 +86%
VCP
1529
Verus Capital Partners
Arizona
$355K -$44.7K -212 -10%
SF
1530
Summit Financial
New Jersey
$354K -$46.6K -221 -10%
DCM
1531
Dupont Capital Management
Delaware
$352K -$389K -1,844 -48%
BIP
1532
Blueprint Investment Partners
North Carolina
$352K -$5.69K -27 -1%
GCA
1533
Gradient Capital Advisors
California
$352K +$211 +1 +0.1%
BFM
1534
Boston Financial Management
Massachusetts
$351K -$198K -940 -32%
ABLA
1535
Alan B. Lancz & Associates
Ohio
$351K -$152K -720 -29%
CWA
1536
Clarus Wealth Advisors
Arizona
$351K +$18.5K +88 +5%
TBNY
1537
Trustco Bank (New York)
New York
$350K -$12.6K -60 -3%
FCFC
1538
First Commonwealth Financial Corp
Pennsylvania
$350K – – –
AFC
1539
AFT Forsyth & Company
Florida
$350K +$23.2K +110 +6%
B
1540
Brightworth
Georgia
$348K +$25.1K +119 +7%
AP
1541
Appleton Partners
Massachusetts
$347K -$1.05K -5 -0.3%
FPWM
1542
FSB Premier Wealth Management
Iowa
$346K -$11K -52 -3%
BC
1543
Barnett & Company
Tennessee
$344K -$21.1K -100 -5%
HPWM
1544
Highland Private Wealth Management
Washington
$343K +$5.06K +24 +1%
PAA
1545
Peregrine Asset Advisers
Oregon
$341K -$213K -1,012 -35%
FA
1546
Financial Advantage
Maryland
$341K -$11.6K -55 -3%
GFS
1547
GYL Financial Synergies
Connecticut
$341K +$46.2K +219 +13%
WAG
1548
Winthrop Advisory Group
Massachusetts
$340K +$185K +877 +85%
JWM
1549
Jeppson Wealth Management
California
$340K +$401K +1,901 New
MCA
1550
MSH Capital Advisors
Arizona
$340K +$211 +1 +0.1%
60 61
62
63 64