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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1676
TFR Capital
Texas
$2.59M +$128K +146 +6%
TAM
1677
Trillium Asset Management
Massachusetts
$2.59M – – –
SFA
1678
Souders Financial Advisors
Ohio
$2.59M -$5.27K -6 -0.2%
T
1679
Tidemark
California
$2.58M -$22.8K -26 -1%
IC
1680
Inscription Capital
Texas
$2.58M +$228K +259 +12%
TIM
1681
Total Investment Management
Arizona
$2.57M +$75.5K +86 +3%
BWM
1682
Bluebird Wealth Management
Massachusetts
$2.57M -$40.4K -46 -2%
BWP
1683
BSW Wealth Partners
Colorado
$2.57M -$29K -33 -1%
FMLI
1684
Fukoku Mutual Life Insurance
Japan
$2.57M +$526K +599 +33%
SFG
1685
Stonebridge Financial Group
California
$2.57M +$2.12M +2,410 New
CWA
1686
Consilium Wealth Advisory
Texas
$2.56M +$645K +734 +44%
MGWM
1687
Marks Group Wealth Management
Minnesota
$2.56M +$5.27K +6 +0.3%
RFA
1688
ROI Financial Advisors
Oregon
$2.55M +$118K +134 +6%
IB
1689
Intrust Bank
Kansas
$2.55M +$24.6K +28 +1%
NSAM
1690
North Star Asset Management
Wisconsin
$2.53M -$47.4K -54 -2%
SL
1691
Sentinus LLC
Illinois
$2.53M -$260K -296 -11%
SA
1692
Strategic Advisors
New York
$2.53M -$3.66M -4,169 -64%
BNA
1693
BankChampaign National Association
Illinois
$2.52M +$49.2K +56 +2%
1L
1694
10Elms LLP
Oklahoma
$2.52M – – –
CC
1695
Constitution Capital
Connecticut
$2.51M +$26.4K +30 +1%
TIA
1696
Tiemann Investment Advisors
California
$2.51M -$276K -314 -12%
LC
1697
Lincoln Capital
Nebraska
$2.51M – – –
KG
1698
Kieckhefer Group
Wisconsin
$2.5M – – –
FFA
1699
Founders Financial Alliance
North Carolina
$2.5M -$882K -1,004 -30%
FFG
1700
Fortem Financial Group
California
$2.5M -$7.03K -8 -0.3%
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68
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