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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1526
JGP Wealth Management
Oregon
$715K +$12.5K +48 +2%
BWA
1527
BlueSky Wealth Advisors
North Carolina
$714K -$34.8K -134 -5%
TWM
1528
Tolleson Wealth Management
Texas
$710K +$51.9K +200 +9%
MBTD
1529
Mechanics Bank - Trust Department
California
$710K +$14.5K +56 +2%
ACM
1530
Aljian Capital Management
Nevada
$710K – – –
EGA
1531
E&G Advisors
Texas
$710K +$25.9K +100 +4%
EWM
1532
Executive Wealth Management
Michigan
$706K +$226K +873 +58%
DE
1533
Day & Ennis
Georgia
$706K +$5.71K +22 +0.9%
BCM
1534
BlueCrest Capital Management
Jersey
$705K -$333K -1,282 -35%
WA1
1535
Wimmer Associates 1
California
$705K – – –
GAM
1536
Grandview Asset Management
Pennsylvania
$704K -$20.2K -78 -3%
TGAM
1537
TBH Global Asset Management
Tennessee
$703K +$32.2K +124 +6%
BLC
1538
Brown, Lisle/Cummings
Rhode Island
$702K -$40.2K -155 -6%
EWA
1539
EverSource Wealth Advisors
Alabama
$700K -$5.19K -20 -0.8%
VEA
1540
Virtus ETF Advisers
New York
$698K -$140K -538 -19%
WFAG
1541
Worth Financial Advisory Group
North Carolina
$696K -$32.4K -125 -5%
WAL
1542
W Advisors LLC
Tennessee
$693K +$12.2K +47 +2%
AWM
1543
Avior Wealth Management
Nebraska
$692K +$124K +479 +26%
ARC
1544
Advisor Resource Council
Texas
$691K +$606K +2,337 New
AWA
1545
Arbor Wealth Advisors
Michigan
$691K +$606K +2,337 New
SFSG
1546
Sound Financial Strategies Group
Mississippi
$690K -$399K -1,537 -40%
RWB
1547
RMR Wealth Builders
New Jersey
$689K -$13K -50 -2%
GB
1548
Goepper Burkhardt
South Carolina
$688K +$2.59K +10 +0.5%
CA
1549
Claris Advisors
Missouri
$685K – – –
LC
1550
LCNB Corp
Ohio
$684K -$65.6K -253 -10%
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