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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1526
BlueSky Wealth Advisors
North Carolina
$714K -$34.8K -134 -5%
TWM
1527
Tolleson Wealth Management
Texas
$710K +$51.9K +200 +9%
MBTD
1528
Mechanics Bank - Trust Department
California
$710K +$14.5K +56 +2%
ACM
1529
Aljian Capital Management
Nevada
$710K – – –
EGA
1530
E&G Advisors
Texas
$710K +$25.9K +100 +4%
EWM
1531
Executive Wealth Management
Michigan
$706K +$226K +873 +58%
DE
1532
Day & Ennis
Georgia
$706K +$5.71K +22 +0.9%
BCM
1533
BlueCrest Capital Management
Jersey
$705K -$333K -1,282 -35%
WA1
1534
Wimmer Associates 1
California
$705K – – –
GAM
1535
Grandview Asset Management
Pennsylvania
$704K -$20.2K -78 -3%
TGAM
1536
TBH Global Asset Management
Tennessee
$703K +$32.2K +124 +6%
BLC
1537
Brown, Lisle/Cummings
Rhode Island
$702K -$40.2K -155 -6%
EWA
1538
EverSource Wealth Advisors
Alabama
$700K -$5.19K -20 -0.8%
VEA
1539
Virtus ETF Advisers
New York
$698K -$140K -538 -19%
WFAG
1540
Worth Financial Advisory Group
North Carolina
$696K -$32.4K -125 -5%
WAL
1541
W Advisors LLC
Tennessee
$693K +$12.2K +47 +2%
AWM
1542
Avior Wealth Management
Nebraska
$692K +$124K +479 +26%
ARC
1543
Advisor Resource Council
Texas
$691K +$606K +2,337 New
AWA
1544
Arbor Wealth Advisors
Michigan
$691K +$606K +2,337 New
SFSG
1545
Sound Financial Strategies Group
Mississippi
$690K -$399K -1,537 -40%
RWB
1546
RMR Wealth Builders
New Jersey
$689K -$13K -50 -2%
GB
1547
Goepper Burkhardt
South Carolina
$688K +$2.59K +10 +0.5%
CA
1548
Claris Advisors
Missouri
$685K – – –
LC
1549
LCNB Corp
Ohio
$684K -$65.6K -253 -10%
GSEP
1550
Golden State Equity Partners
California
$682K +$96K +370 +19%
60 61
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63 64