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Caterpillar
CAT

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