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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HFBOT
1551
Home Federal Bank of Tennessee
Tennessee
$519K +$223 +1 +0%
MIM
1552
Morningstar Investment Management
Illinois
$518K +$470K +2,107 New
BSA
1553
Braun Stacey Associates
New York
$517K -$468K -2,100 -50%
MA
1554
McBroom & Associates
Nevada
$517K – – –
SCA
1555
Stonebridge Capital Advisors
Minnesota
$516K -$40.8K -183 -8%
SFP
1556
Sweet Financial Partners
Minnesota
$515K -$223K -1,000 -32%
CS
1557
Capital Square
Tennessee
$515K +$154K +690 +49%
ACP
1558
Arcus Capital Partners
Georgia
$515K +$446 +2 +0.1%
BFG
1559
Berger Financial Group
Minnesota
$513K -$13.2K -59 -3%
KFA
1560
Kelleher Financial Advisors
New York
$512K +$669 +3 +0.1%
TFO
1561
Tarbox Family Office
California
$510K – – –
APWM
1562
Atlas Private Wealth Management
New York
$508K +$96.3K +432 +26%
TCPWM
1563
Traverso Chambers Private Wealth Management
California
$507K – – –
AA
1564
AF Advisors
California
$507K – – –
TIM
1565
Total Investment Management
Arizona
$506K +$6.47K +29 +1%
MSCM
1566
McElhenny Sheffield Capital Management
Texas
$504K -$2.68K -12 -0.6%
GWM
1567
GSB Wealth Management
Connecticut
$503K +$223K +1,002 +96%
PG
1568
Patten Group
Tennessee
$497K +$669 +3 +0.1%
AIM
1569
Acropolis Investment Management
Missouri
$497K – – –
RW
1570
REDW Wealth
New Mexico
$497K +$25.4K +114 +6%
TAM
1571
Townsend Asset Management
North Carolina
$496K – – –
CHA
1572
Cooper/Haims Advisors
New York
$495K +$8.47K +38 +2%
AWM
1573
Avior Wealth Management
Nebraska
$493K -$18.1K -81 -4%
BCM
1574
Bienville Capital Management
New York
$492K – – –
BAM
1575
Bosun Asset Management
Illinois
$492K +$223K +1,000 +100%
61 62
63
64 65