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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1601
Kercheville Advisors
Texas
$907K – – –
MFS
1602
Monetta Financial Services
Illinois
$907K – – –
SCA
1603
Sippican Capital Advisors
Massachusetts
$907K – – –
SGC
1604
Slocum, Gordon & Co
Rhode Island
$907K +$776K +2,000 +400%
FFA
1605
First Foundation Advisors
California
$907K -$188K -485 -16%
MWPCG
1606
Measured Wealth Private Client Group
New Hampshire
$904K -$7.76K -20 -0.8%
LOIP
1607
Live Oak Investment Partners
Texas
$901K – – –
SCI
1608
Stableford Capital II
Arizona
$899K -$17.1K -44 -2%
QWP
1609
Quotient Wealth Partners
Texas
$897K +$141K +363 +17%
PA
1610
PSI Advisors
Florida
$897K +$52.7K +136 +6%
AL
1611
Aspiriant LLC
California
$895K -$20.2K -52 -2%
RDIA
1612
RE Dickinson Investment Advisors
Iowa
$895K – – –
DAS
1613
Diversify Advisory Services
Utah
$893K -$169K -437 -15%
PL
1614
Plancorp LLC
Missouri
$891K +$199K +512 +26%
SAM
1615
Seelaus Asset Management
New Jersey
$890K – – –
BHPW
1616
Beverly Hills Private Wealth
California
$889K +$3.88K +10 +0.4%
OWP
1617
ORG Wealth Partners
Texas
$887K +$100K +258 +12%
TAM
1618
Trillium Asset Management
Massachusetts
$887K +$3.88K +10 +0.4%
EDRH
1619
Edmond de Rothschild Holding
Switzerland
$884K -$296K -763 -24%
AWA
1620
Arbor Wealth Advisors
Michigan
$884K +$38.8K +100 +4%
AAG
1621
Armstrong Advisory Group
Massachusetts
$884K – – –
CFO
1622
CVA Family Office
Colorado
$881K +$22.1K +57 +2%
EWM
1623
Evermay Wealth Management
Virginia
$881K +$282K +726 +43%
GIM
1624
Generali Investments Management
Slovenia
$880K +$941K +2,427 New
AWM
1625
Accredited Wealth Management
Kentucky
$879K +$939K +2,422 New
63 64
65
66 67