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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1601
Tradition Wealth Management
Minnesota
$2.84M +$41.3K +47 +2%
RGF
1602
Retirement Guys Formula
Ohio
$2.84M +$125K +142 +6%
WTA
1603
Washington Trust Advisors
Massachusetts
$2.84M +$14.9K +17 +0.6%
BOS
1604
Bank of Stockton
California
$2.83M -$252K -287 -10%
ONGA
1605
O'Neil Global Advisors
California
$2.83M +$1.79M +2,041 +331%
CWM
1606
Chesapeake Wealth Management
Virginia
$2.83M -$146K -166 -6%
PAA
1607
Peregrine Asset Advisers
Oregon
$2.83M -$225K -256 -9%
PA
1608
Paragon Advisors
Texas
$2.82M -$554K -631 -19%
DI
1609
Disciplined Investors
Texas
$2.82M -$820K -934 -26%
CMI
1610
Clare Market Investments
Texas
$2.82M -$52.7K -60 -2%
KFS
1611
Kurt F. Somerville
$2.81M – – –
AIM
1612
Acropolis Investment Management
Missouri
$2.81M +$40.4K +46 +2%
EPW
1613
Elevated Private Wealth
Wisconsin
$2.81M +$2.32M +2,638 New
YIM
1614
Yoffe Investment Management
Pennsylvania
$2.81M – – –
DRS
1615
Deane Retirement Strategies
Louisiana
$2.8M -$3.9M -4,441 -63%
TAM
1616
Titleist Asset Management
Texas
$2.8M -$90.5K -103 -4%
HCCM
1617
Hudson Canyon Capital Management
New York
$2.8M +$2.31M +2,625 New
IBOK
1618
Independence Bank of Kentucky
Kentucky
$2.79M +$220K +251 +11%
TF
1619
Tudor Financial
Ohio
$2.79M -$95.8K -109 -4%
LWA
1620
Lineweaver Wealth Advisors
Ohio
$2.79M +$50.1K +57 +2%
UWPG
1621
Ullmann Wealth Partners Group
Florida
$2.78M +$47.4K +54 +2%
EBWM
1622
Eagle Bluffs Wealth Management
Missouri
$2.78M -$28.1K -32 -1%
EFG
1623
Ethos Financial Group
Pennsylvania
$2.77M -$258K -294 -9%
CI
1624
Cherokee Insurance
Michigan
$2.77M – – –
BWM
1625
Bullock Wealth Management
Indiana
$2.77M +$2.45M +2,792 New
63 64
65
66 67