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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
1576
Bedel Financial Consulting
Indiana
$441K -$47.9K -220 -11%
NPPM
1577
North Point Portfolio Managers
Ohio
$440K – – –
II
1578
Inspire Investing
Idaho
$440K -$78.8K -362 -16%
HGWM
1579
Horst & Graben Wealth Management
Oregon
$439K +$1.96K +9 +0.5%
SIC
1580
Shoker Investment Counsel
Ohio
$438K +$1.96K +9 +0.5%
APA
1581
Astoria Portfolio Advisors
New York
$438K -$43.8K -201 -10%
VCP
1582
Verus Capital Partners
Arizona
$437K -$26.6K -122 -6%
EP
1583
Edgestream Partners
New Jersey
$437K -$255K -1,172 -39%
MHWM
1584
Montz Harcus Wealth Management
Louisiana
$437K +$10.9K +50 +3%
RA
1585
Rockingstone Advisors
Massachusetts
$435K +$395K +1,814 New
WKWM
1586
Walter & Keenan Wealth Management
Indiana
$435K – – –
WFA
1587
WestHill Financial Advisors
California
$434K +$87.1K +400 +28%
FPWM
1588
FSB Premier Wealth Management
Iowa
$434K -$28.5K -131 -7%
JWM
1589
Jeppson Wealth Management
California
$434K – – –
MA
1590
MBA Advisors
Pennsylvania
$432K – – –
EWM
1591
Evermay Wealth Management
Virginia
$432K -$13.3K -61 -3%
EHWM
1592
Eads & Heald Wealth Management
Georgia
$432K -$12.2K -56 -3%
BBNB
1593
Baker Boyer National Bank
Washington
$431K – – –
SIM
1594
Stratos Investment Management
Ohio
$429K -$27.9K -128 -7%
CCWM
1595
Cassaday & Co Wealth Management
Virginia
$428K +$389K +1,786 New
WTFG
1596
Wells Trecaso Financial Group
Ohio
$428K -$9.8K -45 -2%
BWM
1597
Benchmark Wealth Management
Connecticut
$426K – – –
LA
1598
Lakeside Advisors
Washington
$426K +$218 +1 +0.1%
SMH
1599
Sanders Morris Harris
Texas
$425K – – –
LF
1600
LifeSteps Financial
California
$425K +$21.8K +100 +6%
62 63
64
65 66