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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AAMC
1576
Asset Allocation & Management Company
Illinois
$324K -$572K -2,716 -60%
HGWM
1577
Horst & Graben Wealth Management
Oregon
$324K +$2.11K +10 +0.6%
CRI
1578
Colonial River Investments
Virginia
$323K -$40.9K -194 -10%
MA
1579
MBA Advisors
Pennsylvania
$323K – – –
SIC
1580
Shoker Investment Counsel
Ohio
$323K +$2.11K +10 +0.6%
LB
1581
Leo Brokerage
Texas
$322K -$45.1K -214 -11%
BBNB
1582
Baker Boyer National Bank
Washington
$322K – – –
OCM
1583
One Capital Management
California
$321K +$39.6K +188 +12%
OTL
1584
Oak Thistle LLC
New York
$321K +$378K +1,795 New
SPC
1585
Stewart & Patten Company
California
$320K -$21.1K -100 -5%
Q
1586
QVR
California
$320K +$377K +1,788 New
SG
1587
Swarthmore Group
Pennsylvania
$319K -$5.31M -25,208 -93%
TW
1588
TrinityPoint Wealth
Connecticut
$319K -$104K -493 -22%
ARG
1589
Advisory Resource Group
Oklahoma
$319K -$7.8K -37 -2%
SMH
1590
Sanders Morris Harris
Texas
$318K – – –
BWM
1591
Benchmark Wealth Management
Connecticut
$318K +$211 +1 +0.1%
RFG
1592
Range Financial Group
Oregon
$317K -$53.3K -253 -13%
RMAM
1593
Raab & Moskowitz Asset Management
New Jersey
$316K +$421 +2 +0.1%
KWM
1594
Kaydan Wealth Management
Michigan
$315K -$5.27K -25 -1%
PPP
1595
Private Portfolio Partners
New Jersey
$313K -$53.5K -254 -13%
GBT
1596
Grove Bank & Trust
Florida
$313K -$11.2K -53 -3%
GI
1597
GAMCO Investors
Connecticut
$312K -$254K -1,207 -41%
CPSAC
1598
Chas P. Smith & Associates (CPS)
Florida
$312K +$14.1K +67 +4%
YIA
1599
YHB Investment Advisors
Connecticut
$311K -$41.9K -199 -10%
HBT
1600
Hills Bank & Trust
Iowa
$310K -$94.2K -447 -21%
62 63
64
65 66