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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CFAM
1676
Center For Asset Management
Florida
$244K +$183 +1 +0.1%
SWA
1677
SFMG Wealth Advisors
Texas
$244K +$1.1K +6 +0.4%
MCM
1678
Mengis Capital Management
Oregon
$244K +$13.7K +75 +5%
FIB
1679
First Interstate Bank
Montana
$244K +$272K +1,490 New
HWM
1680
Hohimer Wealth Management
Washington
$242K – – –
TA
1681
Tectonic Advisors
Texas
$242K +$50.2K +275 +23%
RIA
1682
Richwood Investment Advisors
Ohio
$241K – – –
SIAG
1683
Signet Investment Advisory Group
Rhode Island
$240K -$8.22K -45 -3%
PCG
1684
Prosperity Consulting Group
Maryland
$240K -$7.86K -43 -3%
WCA
1685
Waypoint Capital Advisors
Minnesota
$240K – – –
SEM
1686
Strategic Equity Management
Arizona
$240K +$1.83K +10 +0.7%
FCT
1687
First Community Trust
Iowa
$238K -$100K -550 -28%
LA
1688
Legacy Advisors
Pennsylvania
$238K +$265K +1,449 New
VNA
1689
Valley National Advisers
Pennsylvania
$237K -$15.9K -87 -6%
FC
1690
Forte Capital
New York
$237K – – –
SHWM
1691
Silicon Hills Wealth Management
Texas
$237K – – –
OCM
1692
One Capital Management
California
$235K -$66.5K -364 -20%
GWS
1693
Glassman Wealth Services
Virginia
$235K -$50.2K -275 -16%
ZIG
1694
Zullo Investment Group
Pennsylvania
$235K +$18.3K +100 +8%
BWS
1695
Buck Wealth Strategies
Colorado
$234K +$157K +858 New
FFWM
1696
Future Financial Wealth Management
Ohio
$234K – – –
TA
1697
TFG Advisers
Michigan
$234K +$2.56K +14 +1%
MHR
1698
Matthew Hamilton Rosenberg
$234K +$11.5K +63 +5%
APW
1699
Acima Private Wealth
Virginia
$233K – – –
AMC
1700
Asset Management Corp
Illinois
$233K +$1.1K +6 +0.4%
66 67
68
69 70