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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AL
1601
ACAS LLC
California
$275K +$208 +1 +0.1%
SEM
1602
Strategic Equity Management
Arizona
$275K +$1.46K +7 +0.5%
KM
1603
Kalos Management
Georgia
$275K +$21.9K +105 +8%
CA
1604
Calton & Associates
Florida
$274K +$21.5K +103 +8%
APW
1605
Acima Private Wealth
Virginia
$273K – – –
ACM
1606
AUA Capital Management
Pennsylvania
$273K – – –
OPTFSNA
1607
Old Point Trust & Financial Services N A
Virginia
$273K – – –
TVAMP
1608
Tennessee Valley Asset Management Partners
Tennessee
$273K +$296K +1,422 New
GCA
1609
Gradient Capital Advisors
California
$271K +$12.5K +60 +4%
1IA
1610
1834 Investment Advisors
Wisconsin
$270K – – –
P
1611
&Partners
Tennessee
$270K +$208 +1 +0.1%
CA
1612
Cullinan Associates
Kentucky
$269K – – –
NJBEST
1613
New Jersey Better Educational Savings Trust
New Jersey
$269K – – –
CWP
1614
Curated Wealth Partners
California
$269K +$4.58K +22 +2%
CA
1615
Cortland Associates
Missouri
$266K – – –
MIC
1616
Means Investment Company
Maine
$266K +$833 +4 +0.3%
CGA
1617
Crescent Grove Advisors
Illinois
$266K +$1.04K +5 +0.4%
PWM
1618
PBMares Wealth Management
Virginia
$265K +$288K +1,381 New
MVA
1619
Mount Vernon Associates
Maryland
$264K -$20.8K -100 -7%
BF
1620
Blankinship & Foster
California
$264K – – –
BFC
1621
Bedel Financial Consulting
Indiana
$264K +$2.29K +11 +0.8%
FNC
1622
First National Corp
Massachusetts
$262K +$285K +1,367 New
JFA
1623
Johanson Financial Advisors
California
$261K -$21.7K -104 -7%
PMG
1624
ProVise Management Group
Florida
$261K +$1.46K +7 +0.5%
LJHT
1625
Laurie J. Hall Trustee
$260K – – –
63 64
65
66 67