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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TTWM
1551
TCV Trust & Wealth Management
Virginia
$339K +$31.8K +151 +9%
BCM
1552
Bayesian Capital Management
New York
$339K +$400K +1,897 New
VA
1553
Valmark Advisers
Ohio
$338K +$175K +829 +78%
VT
1554
Vise Technologies
New York
$337K +$3.58K +17 +0.9%
SFO
1555
Stokes Family Office
Louisiana
$337K +$30.6K +145 +8%
EHWM
1556
Eads & Heald Wealth Management
Georgia
$336K -$7.38K -35 -2%
RW
1557
REDW Wealth
New Mexico
$336K – – –
ACM
1558
AUA Capital Management
Pennsylvania
$334K – – –
LFA
1559
Landmark Financial Advisors
Kentucky
$334K +$14.8K +70 +4%
MA
1560
MCF Advisors
Kentucky
$334K +$23.4K +111 +6%
EWM
1561
Evermay Wealth Management
Virginia
$333K -$14.8K -70 -4%
CC
1562
Corton Capital
Ontario, Canada
$332K -$134K -635 -25%
MYIA
1563
Mount Yale Investment Advisors
Colorado
$332K +$4.64K +22 +1%
ACS
1564
Archford Capital Strategies
Illinois
$331K +$6.74K +32 +2%
BCAM
1565
Boston Common Asset Management
Massachusetts
$331K +$32.2K +153 +9%
MCWA
1566
Meadow Creek Wealth Advisors
Georgia
$330K – – –
LA
1567
Latitude Advisors
Florida
$329K -$760K -3,605 -66%
NAS
1568
Nicolet Advisory Services
Wisconsin
$329K -$2.32K -11 -0.6%
NPPM
1569
North Point Portfolio Managers
Ohio
$329K – – –
PFSC
1570
Peoples Financial Services Corp
Pennsylvania
$328K +$94.4K +448 +32%
WTFG
1571
Wells Trecaso Financial Group
Ohio
$327K +$10.5K +50 +3%
WPW
1572
Warther Private Wealth
Ohio
$326K -$93.4K -443 -19%
LDFR
1573
Lehman & Derafelo Financial Resources
Pennsylvania
$326K – – –
WKWM
1574
Walter & Keenan Wealth Management
Indiana
$325K +$3.58K +17 +0.9%
NCM
1575
Novare Capital Management
North Carolina
$325K +$5.06K +24 +1%
61 62
63
64 65