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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
VCP
1526
Verus Capital Partners
Arizona
$998K -$1.55K -4 -0.1%
TWA
1527
Trace Wealth Advisors
California
$998K +$1.07M +2,750 New
CWA
1528
Clarus Wealth Advisors
Arizona
$997K -$105K -271 -9%
AA
1529
ABC Arbitrage
France
$997K +$1.07M +2,747 New
KFI
1530
Key Financial Inc
Pennsylvania
$993K -$6.21K -16 -0.6%
EP
1531
Edgestream Partners
New Jersey
$991K -$576K -1,484 -35%
JIC
1532
Joel Isaacson & Co
New York
$990K +$388 +1 +0%
TPWA
1533
TRUE Private Wealth Advisors
Oregon
$989K +$1.16K +3 +0.1%
WTA
1534
Washington Trust Advisors
Massachusetts
$989K -$17.5K -45 -2%
SAM
1535
Synergy Asset Management
Washington
$988K +$1.06M +2,746 New
KSB
1536
Kennebec Savings Bank
Maine
$988K -$34.1K -88 -3%
KFS
1537
Kurt F. Somerville
$985K – – –
CCA
1538
Cadent Capital Advisors
Oklahoma
$985K -$12.8K -33 -1%
TBC
1539
Ted Buchan & Co
California
$983K +$71.4K +184 +7%
KP
1540
Keel Point
Alabama
$983K +$36.8K +95 +4%
MJP
1541
Michael J. Puzo
$983K – – –
MIC
1542
Means Investment Company
Maine
$983K -$144K -371 -12%
PBK
1543
Peoples Bank (Kansas)
Kansas
$982K +$465K +1,200 +80%
CCG
1544
Catalina Capital Group
California
$980K +$4.27K +11 +0.4%
BA
1545
Ballast Advisors
Minnesota
$980K – – –
PF
1546
Phoenix Financial
Israel
$980K +$231K +596 +28%
WP
1547
Waycross Partners
Kentucky
$979K – – –
WMG
1548
WESCAP Management Group
California
$979K +$427K +1,100 +69%
TWM
1549
Tradition Wealth Management
Minnesota
$978K +$84.5K +218 +9%
EBWM
1550
Eagle Bluffs Wealth Management
Missouri
$977K – – –
60 61
62
63 64