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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FAB
1601
First American Bank
Illinois
$431K – – –
D
1602
Diversified
Delaware
$430K -$47.1K -195 -9%
FWTB
1603
First Western Trust Bank
Colorado
$430K – – –
PCP
1604
Proficio Capital Partners
Massachusetts
$430K -$6.77K -28 -1%
LFA
1605
Landmark Financial Advisors
Kentucky
$429K -$29K -120 -6%
SAF
1606
Smith Anglin Financial
Texas
$429K +$2.9K +12 +0.6%
OW
1607
Olistico Wealth
Oklahoma
$426K +$31.4K +130 +8%
AC
1608
Allstate Corporation
Illinois
$425K -$4.29M -17,732 -91%
RCA
1609
Ranch Capital Advisors
Florida
$425K -$30.2K -125 -6%
BFM
1610
Boston Financial Management
Massachusetts
$424K -$48.1K -199 -10%
RF
1611
Rollins Financial
Georgia
$423K +$114K +470 +34%
SIAP
1612
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$421K -$11.8K -49 -3%
HGWM
1613
Horst & Graben Wealth Management
Oregon
$421K +$2.18K +9 +0.5%
SIC
1614
Shoker Investment Counsel
Ohio
$421K +$2.18K +9 +0.5%
NC
1615
NovaPoint Capital
Georgia
$421K +$444K +1,838 New
MHWM
1616
Montz Harcus Wealth Management
Louisiana
$419K +$2.18K +9 +0.5%
RMAM
1617
Raab & Moskowitz Asset Management
New Jersey
$417K +$23.2K +96 +6%
NPPM
1618
North Point Portfolio Managers
Ohio
$416K -$5.32K -22 -1%
WKWM
1619
Walter & Keenan Wealth Management
Indiana
$415K – – –
JSW
1620
Journey Strategic Wealth
New Jersey
$415K -$15.2K -63 -3%
JWM
1621
Jeppson Wealth Management
California
$414K – – –
MA
1622
MBA Advisors
Pennsylvania
$413K – – –
LA
1623
Legacy Advisors
Pennsylvania
$413K +$16.7K +69 +4%
BBNB
1624
Baker Boyer National Bank
Washington
$412K – – –
LI
1625
Lafayette Investments
Maryland
$412K +$72.5K +300 +20%
63 64
65
66 67