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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AL
1676
ACAS LLC
California
$280K +$211 +1 +0.1%
LNB
1677
Ledyard National Bank
$280K +$25.3K +120 +8%
COCM
1678
Charter Oak Capital Management
New Hampshire
$279K +$632 +3 +0.2%
PP
1679
PDS Planning
Ohio
$279K +$20.9K +99 +7%
LMKC
1680
L.M. Kohn & Company
Ohio
$279K +$63.2K +300 +24%
OA
1681
Operose Advisors
Wisconsin
$278K +$1.26K +6 +0.4%
SIA
1682
Soltis Investment Advisors
Utah
$278K +$5.27K +25 +2%
SC
1683
Schulhoff & Co
Ohio
$277K -$21.1K -100 -6%
BFC
1684
Bedel Financial Consulting
Indiana
$277K +$421 +2 +0.1%
ASC
1685
Atalanta Sosnoff Capital
New York
$276K -$8.01K -38 -2%
SA
1686
SAM Advisors
California
$276K – – –
WAM
1687
WNY Asset Management
New York
$276K – – –
DWM
1688
Destination Wealth Management
California
$276K +$58K +275 +22%
AC
1689
Addison Capital
Pennsylvania
$275K -$33.7K -160 -9%
SWM
1690
Sugarloaf Wealth Management
Georgia
$275K +$421 +2 +0.1%
CS
1691
Capital Square
Tennessee
$274K -$423K -2,005 -57%
LAM
1692
L2 Asset Management
Massachusetts
$274K +$20.7K +98 +7%
STA
1693
Summit Trail Advisors
New York
$274K +$38.1K +181 +13%
RWM
1694
RKL Wealth Management
Pennsylvania
$273K +$36.9K +175 +13%
BFA
1695
Beacon Financial Advisory
Ohio
$272K -$7.17K -34 -2%
JE
1696
JMAC Enterprises
Pennsylvania
$272K +$26.6K +126 +9%
SSW
1697
Smith Shellnut Wilson
Mississippi
$270K -$14.1K -67 -4%
SIAG
1698
Signet Investment Advisory Group
Rhode Island
$270K -$8.43K -40 -3%
CC
1699
Cadinha & Co
Hawaii
$270K +$21.1K +100 +7%
PG
1700
Patten Group
Tennessee
$270K +$112K +533 +55%
66 67
68
69 70