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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
1651
Bard Financial Services
Connecticut
$427K – – –
NRC
1652
New Republic Capital
North Carolina
$423K +$3.79K +17 +1%
EWA
1653
Exencial Wealth Advisors
Oklahoma
$423K +$56.9K +255 +17%
CCM
1654
Check Capital Management
California
$422K – – –
BFM
1655
Boston Financial Management
Massachusetts
$420K -$32.1K -144 -8%
JWM
1656
Jeppson Wealth Management
California
$420K -$23.4K -105 -6%
SMWM
1657
Silvia McColl Wealth Management
California
$419K – – –
RA
1658
Rockingstone Advisors
Massachusetts
$419K -$4.68K -21 -1%
WFMPM
1659
Woodley Farra Manion Portfolio Management
Indiana
$419K +$3.79K +17 +1%
TFA
1660
Trinity Financial Advisors
Ohio
$418K – – –
CIM
1661
Contravisory Investment Management
Massachusetts
$418K +$379K +1,700 New
BIC
1662
Beach Investment Counsel
Pennsylvania
$418K -$3.34K -15 -0.9%
TSS
1663
Thomas Story & Son
Indiana
$418K – – –
HWM
1664
Hohimer Wealth Management
Washington
$417K +$1.11K +5 +0.3%
1IA
1665
1834 Investment Advisors
Wisconsin
$417K -$195K -876 -34%
CFO
1666
Callan Family Office
Pennsylvania
$417K -$6.69K -30 -2%
YIA
1667
YHB Investment Advisors
Connecticut
$416K -$10.7K -48 -3%
SC
1668
Sepio Capital
Utah
$416K +$13.8K +62 +4%
RDWM
1669
Red Door Wealth Management
Tennessee
$415K +$5.35K +24 +1%
SWP
1670
Summit Wealth Partners
Florida
$414K -$1.34K -6 -0.4%
TC
1671
Telemus Capital
Michigan
$413K +$374K +1,678 New
KWM
1672
Kaydan Wealth Management
Michigan
$413K – – –
VAM
1673
Verity Asset Management
North Carolina
$412K -$398K -1,783 -52%
FPGK
1674
Financial Partners Group (Kansas)
Kansas
$411K +$446 +2 +0.1%
MA
1675
MCF Advisors
Kentucky
$409K +$446 +2 +0.1%
65 66
67
68 69