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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1651
SAM Advisors
California
$253K – – –
QFA
1652
Quantum Financial Advisors
California
$253K +$1.1K +6 +0.4%
SSW
1653
Smith Shellnut Wilson
Mississippi
$253K +$5.66K +31 +2%
CRI
1654
Colonial River Investments
Virginia
$252K -$49.5K -271 -15%
WFMPM
1655
Woodley Farra Manion Portfolio Management
Indiana
$252K +$12.1K +66 +4%
GI
1656
GAMCO Investors
Connecticut
$251K -$39.1K -214 -12%
LNB
1657
Ledyard National Bank
$251K -$7.31K -40 -3%
CS
1658
Capital Square
Tennessee
$251K – – –
PFGIA
1659
Patriot Financial Group Insurance Agency
Massachusetts
$251K +$28.9K +158 +11%
RWM
1660
RKL Wealth Management
Pennsylvania
$250K – – –
WFI
1661
West Family Investments
California
$249K +$46.2K +253 +20%
WFA
1662
WMG Financial Advisors
Tennessee
$248K -$28.9K -158 -9%
BB
1663
Bell Bank
North Dakota
$248K +$5.66K +31 +2%
DBT
1664
Dubuque Bank & Trust
Iowa
$247K -$17.2K -94 -6%
RDIA
1665
RE Dickinson Investment Advisors
Iowa
$246K -$907K -4,967 -77%
CCM
1666
Chickasaw Capital Management
Tennessee
$246K – – –
LI
1667
Lafayette Investments
Maryland
$246K – – –
RC
1668
RBO & Co
California
$246K – – –
CWA
1669
Centennial Wealth Advisory
Michigan
$246K +$274K +1,499 New
HWA
1670
Heartwood Wealth Advisors
Virginia
$246K +$274K +1,500 New
BEW
1671
Burton Enright Welch
California
$246K -$1.64K -9 -0.6%
FWM
1672
Fingerlakes Wealth Management
New York
$245K +$1.64K +9 +0.6%
BW
1673
Bison Wealth
Georgia
$245K +$24.5K +134 +10%
WMA
1674
Wealth Management Associates
New Jersey
$245K -$14.1K -77 -5%
HCM
1675
Highview Capital Management
Illinois
$244K – – –
65 66
67
68 69