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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1551
Cordatus Wealth Management
Pennsylvania
$261K – – –
JFA
1552
Johanson Financial Advisors
California
$261K +$1.02K +6 +0.4%
CA
1553
Cortland Associates
Missouri
$261K +$2.71K +16 +1%
SWA
1554
SFMG Wealth Advisors
Texas
$261K +$243K +1,435 New
WAM
1555
Winslow Asset Management
Ohio
$260K +$2.54K +15 +1%
CVM
1556
Cheviot Value Management
California
$260K +$242K +1,427 New
COCM
1557
Charter Oak Capital Management
New Hampshire
$260K +$243K +1,431 New
APW
1558
Acima Private Wealth
Virginia
$259K – – –
WBC
1559
West Branch Capital
Massachusetts
$259K +$242K +1,425 New
ACM
1560
AUA Capital Management
Pennsylvania
$258K – – –
MCM
1561
Monarch Capital Management
Indiana
$258K – – –
SFS
1562
Summit Financial Strategies
Ohio
$258K +$170 +1 +0.1%
CWP
1563
Curated Wealth Partners
California
$258K +$240K +1,418 New
RPWA
1564
Regent Peak Wealth Advisors
Georgia
$257K +$6.78K +40 +3%
SEM
1565
Strategic Equity Management
Arizona
$257K +$239K +1,411 New
LJHT
1566
Laurie J. Hall Trustee
$256K – – –
PI
1567
Pettee Investors
Connecticut
$256K – – –
YIA
1568
YHB Investment Advisors
Connecticut
$256K +$3.56K +21 +2%
BCP
1569
Blue Chip Partners
Michigan
$255K +$50.2K +296 +27%
PG
1570
Patten Group
Tennessee
$255K +$238K +1,401 New
LNB
1571
Ledyard National Bank
$254K +$6.78K +40 +3%
FAB
1572
First American Bank
Illinois
$253K – – –
FBT
1573
First Bankers Trust
Kentucky
$253K – – –
KM
1574
Kalos Management
Georgia
$253K +$5.77K +34 +3%
MIC
1575
Means Investment Company
Maine
$253K +$216K +1,276 New
61 62
63
64 65