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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SAS
1676
Sanford Advisory Services
Michigan
$280K – – –
AL
1677
ACAS LLC
California
$280K +$211 +1 +0.1%
LNB
1678
Ledyard National Bank
$280K +$25.3K +120 +8%
COCM
1679
Charter Oak Capital Management
New Hampshire
$279K +$632 +3 +0.2%
PP
1680
PDS Planning
Ohio
$279K +$20.9K +99 +7%
LMKC
1681
L.M. Kohn & Company
Ohio
$279K +$63.2K +300 +24%
OA
1682
Operose Advisors
Wisconsin
$278K +$1.26K +6 +0.4%
SIA
1683
Soltis Investment Advisors
Utah
$278K +$5.27K +25 +2%
SC
1684
Schulhoff & Co
Ohio
$277K -$21.1K -100 -6%
BFC
1685
Bedel Financial Consulting
Indiana
$277K +$421 +2 +0.1%
ASC
1686
Atalanta Sosnoff Capital
New York
$276K -$8.01K -38 -2%
SA
1687
SAM Advisors
California
$276K – – –
WAM
1688
WNY Asset Management
New York
$276K – – –
DWM
1689
Destination Wealth Management
California
$276K +$58K +275 +22%
AC
1690
Addison Capital
Pennsylvania
$275K -$33.7K -160 -9%
SWM
1691
Sugarloaf Wealth Management
Georgia
$275K +$421 +2 +0.1%
CS
1692
Capital Square
Tennessee
$274K -$423K -2,005 -57%
LAM
1693
L2 Asset Management
Massachusetts
$274K +$20.7K +98 +7%
STA
1694
Summit Trail Advisors
New York
$274K +$38.1K +181 +13%
RWM
1695
RKL Wealth Management
Pennsylvania
$273K +$36.9K +175 +13%
BFA
1696
Beacon Financial Advisory
Ohio
$272K -$7.17K -34 -2%
JE
1697
JMAC Enterprises
Pennsylvania
$272K +$26.6K +126 +9%
SSW
1698
Smith Shellnut Wilson
Mississippi
$270K -$14.1K -67 -4%
SIAG
1699
Signet Investment Advisory Group
Rhode Island
$270K -$8.43K -40 -3%
CC
1700
Cadinha & Co
Hawaii
$270K +$21.1K +100 +7%
66 67
68
69 70