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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1526
Waycross Partners
Kentucky
$890K – – –
HPBT
1527
Hickory Point Bank & Trust
Illinois
$890K +$16K +45 +2%
AWM
1528
Avior Wealth Management
Nebraska
$890K +$6.41K +18 +0.7%
CUAMC
1529
China Universal Asset Management Company
China
$885K +$100K +282 +12%
VCP
1530
Verus Capital Partners
Arizona
$884K -$25.6K -72 -3%
AAG
1531
Armstrong Advisory Group
Massachusetts
$884K – – –
TFA
1532
Toth Financial Advisory
Virginia
$881K -$29.6K -83 -3%
CPA
1533
Capital Planning Advisors
California
$880K – – –
CWM
1534
Chesapeake Wealth Management
Virginia
$878K +$33.5K +94 +4%
TPWA
1535
TRUE Private Wealth Advisors
Oregon
$878K -$23.5K -66 -2%
RIA
1536
Realta Investment Advisors
Delaware
$877K +$96.2K +270 +11%
BF
1537
Baring Financial
Washington
$876K +$88.7K +249 +10%
EBWM
1538
Eagle Bluffs Wealth Management
Missouri
$875K -$15K -42 -2%
GIM
1539
Generali Investments Management
Slovenia
$874K +$79.4K +223 +9%
GG
1540
Gleason Group
Kentucky
$874K -$144K -404 -13%
DG
1541
DMC Group
Alabama
$873K -$174K -488 -16%
RWMG
1542
Redwood Wealth Management Group
New Jersey
$872K +$8.19K +23 +0.9%
TBC
1543
Ted Buchan & Co
California
$871K -$24.9K -70 -3%
UWPG
1544
Ullmann Wealth Partners Group
Florida
$871K – – –
CAM
1545
Cypress Asset Management
Texas
$871K -$7.84K -22 -0.8%
YIM
1546
Yoffe Investment Management
Pennsylvania
$870K – – –
HVIA
1547
Hudson Valley Investment Advisors
New York
$869K -$3.56K -10 -0.4%
KFC
1548
Klingenstein Fields & Co
New York
$866K -$6.05K -17 -0.6%
HIA
1549
Harbor Investment Advisory
Maryland
$865K +$4.63K +13 +0.5%
BLC
1550
Brown, Lisle/Cummings
Rhode Island
$863K +$1.07K +3 +0.1%
60 61
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63 64