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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
1601
Sentinus LLC
Illinois
$986K +$10.3K +31 +1%
CFO
1602
CVA Family Office
Colorado
$985K -$23.7K -71 -3%
RMCM
1603
Reynders McVeigh Capital Management
Massachusetts
$984K +$79.7K +239 +10%
WMA
1604
West Michigan Advisors
Michigan
$984K +$87.7K +263 +12%
TPW
1605
Talon Private Wealth
Florida
$982K +$11.3K +34 +1%
BHPW
1606
Beverly Hills Private Wealth
California
$980K -$2.33K -7 -0.3%
AL
1607
Aspiriant LLC
California
$975K -$11.3K -34 -1%
EFG
1608
Ethos Financial Group
Pennsylvania
$972K -$1.01M -3,022 -55%
SA
1609
Sovran Advisors
California
$971K +$149K +448 +22%
SCA
1610
Sippican Capital Advisors
Massachusetts
$971K – – –
SGC
1611
Slocum, Gordon & Co
Rhode Island
$971K – – –
CWA
1612
Clarus Wealth Advisors
Arizona
$970K -$33.3K -100 -4%
LCGC
1613
Legacy Capital Group California
California
$970K -$23K -69 -3%
BB
1614
Bell Bank
North Dakota
$967K +$298K +894 +56%
BOS
1615
Bank of Stockton
California
$966K +$50.3K +151 +6%
NG
1616
Northstar Group
New York
$965K -$33.3K -100 -4%
CA
1617
Calton & Associates
Florida
$965K +$828K +2,485 New
EW
1618
Elyxium Wealth
California
$964K +$18.3K +55 +2%
MCA
1619
MSH Capital Advisors
Arizona
$962K +$135K +405 +20%
RCA
1620
Resonant Capital Advisors
Wisconsin
$961K +$223K +670 +37%
HIA
1621
Harbor Investment Advisory
Maryland
$958K -$50.7K -152 -6%
TPCW
1622
TD Private Client Wealth
New York
$956K -$186K -557 -18%
CAM
1623
Cidel Asset Management
Ontario, Canada
$956K +$22K +66 +3%
BWA
1624
Bordeaux Wealth Advisors
California
$953K -$11K -33 -1%
SAM
1625
Seelaus Asset Management
New Jersey
$952K – – –
63 64
65
66 67