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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
KLCM
1576
KG&L Capital Management
Louisiana
$567K -$389K -1,433 -41%
TFO
1577
Tarbox Family Office
California
$565K – – –
OA
1578
Operose Advisors
Wisconsin
$564K +$128K +473 +30%
APWM
1579
Atlas Private Wealth Management
New York
$564K +$271 +1 +0%
MCA
1580
Martin Capital Advisors
Texas
$564K +$40.7K +150 +8%
FBB
1581
Fulton Breakefield Broenniman
Maryland
$563K -$183K -675 -25%
GWM
1582
GSB Wealth Management
Connecticut
$563K +$4.34K +16 +0.8%
OW
1583
Olistico Wealth
Oklahoma
$562K -$81.4K -300 -13%
AA
1584
AF Advisors
California
$562K – – –
NL
1585
NWAM LLC
Washington
$561K -$437K -1,612 -44%
MSCM
1586
McElhenny Sheffield Capital Management
Texas
$560K – – –
BFG
1587
Berger Financial Group
Minnesota
$560K -$9.77K -36 -2%
VAG
1588
VisionPoint Advisory Group
Texas
$555K +$66.2K +244 +14%
SFO
1589
Stokes Family Office
Louisiana
$552K +$110K +406 +25%
AIM
1590
Acropolis Investment Management
Missouri
$552K – – –
TAM
1591
Townsend Asset Management
North Carolina
$550K – – –
FAB
1592
First American Bank
Illinois
$548K +$6.78K +25 +1%
BCM
1593
Bienville Capital Management
New York
$546K – – –
CCG
1594
Ceeto Capital Group
Florida
$546K – – –
JWBC
1595
J.W. Burns & Co
New York
$546K – – –
CT
1596
Clearstead Trust
Maine
$545K +$21.7K +80 +4%
S
1597
SimplyRich
California
$544K – – –
CHA
1598
Cooper/Haims Advisors
New York
$544K -$4.88K -18 -0.9%
CS
1599
Capital Square
Tennessee
$542K -$543 -2 -0.1%
PG
1600
Patten Group
Tennessee
$538K -$13.3K -49 -2%
62 63
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65 66