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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WQ
1626
Wealth Quarterback
New Jersey
$514K -$5.43K -20 -1%
EGWAG
1627
Elwood & Goetz Wealth Advisory Group
Georgia
$513K +$509K +1,878 New
MPIA
1628
Mountain Pacific Investment Advisers
Idaho
$512K +$111K +411 +28%
WAG
1629
Winthrop Advisory Group
Massachusetts
$512K -$32.8K -121 -6%
GWS
1630
Glassman Wealth Services
Virginia
$512K -$543 -2 -0.1%
1IA
1631
1620 Investment Advisors
Massachusetts
$512K -$3.25K -12 -0.6%
SPA
1632
Sherbrooke Park Advisers
New York
$510K -$253K -931 -33%
NC
1633
NovaPoint Capital
Georgia
$510K +$8.41K +31 +2%
AWM
1634
Avior Wealth Management
Nebraska
$508K -$39.3K -145 -7%
BFS
1635
Bard Financial Services
Connecticut
$508K +$33.9K +125 +7%
SIC
1636
Shoker Investment Counsel
Ohio
$507K +$2.17K +8 +0.4%
PFGIA
1637
Patriot Financial Group Insurance Agency
Massachusetts
$507K +$27.9K +103 +6%
HGWM
1638
Horst & Graben Wealth Management
Oregon
$507K +$1.36K +5 +0.3%
MHWM
1639
Montz Harcus Wealth Management
Louisiana
$505K +$2.17K +8 +0.4%
BHBT
1640
Burke & Herbert Bank & Trust
Virginia
$504K -$226K -833 -31%
SIAP
1641
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$503K +$271 +1 +0.1%
AC
1642
Allstate Corporation
Illinois
$500K – – –
RCA
1643
Ranch Capital Advisors
Florida
$498K -$8.68K -32 -2%
FWTB
1644
First Western Trust Bank
Colorado
$498K -$43.1K -159 -8%
CCWM
1645
Cassaday & Co Wealth Management
Virginia
$498K +$83.8K +309 +20%
SAF
1646
Smith Anglin Financial
Texas
$496K -$1.63K -6 -0.3%
LMKC
1647
L.M. Kohn & Company
Ohio
$495K +$3.8K +14 +0.8%
USB
1648
Union Savings Bank
Connecticut
$494K +$74.3K +274 +18%
WMA
1649
Wealth Management Associates
New Jersey
$493K +$53.2K +196 +12%
WKWM
1650
Walter & Keenan Wealth Management
Indiana
$493K -$2.71K -10 -0.6%
64 65
66
67 68