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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1676
KLCM Advisors
Wisconsin
$408K +$24.3K +109 +7%
PWMG
1677
Provence Wealth Management Group
California
$408K +$74K +332 +25%
WDA
1678
Wendell David Associates
New Hampshire
$407K – – –
USB
1679
Union Savings Bank
Connecticut
$407K +$342K +1,534 New
CAM
1680
Close Asset Management
United Kingdom
$406K – – –
KBFS
1681
Kohmann Bosshard Financial Services
Ohio
$406K +$156K +700 +74%
BWA
1682
BDO Wealth Advisors
Florida
$405K +$24.5K +110 +7%
AGAM
1683
Audent Global Asset Management
California
$405K +$367K +1,644 New
LFA
1684
Landmark Financial Advisors
Kentucky
$404K -$51.5K -231 -12%
NCM
1685
Novare Capital Management
North Carolina
$404K – – –
TVAMP
1686
Tennessee Valley Asset Management Partners
Tennessee
$402K +$6.91K +31 +2%
AMM
1687
American Money Management
California
$401K +$669 +3 +0.2%
CNB
1688
Camden National Bank
Maine
$401K – – –
VPP
1689
Vertex Planning Partners
Illinois
$401K +$363K +1,630 New
GCP
1690
GSA Capital Partners
United Kingdom
$401K +$103K +463 +40%
GBT
1691
Grove Bank & Trust
Florida
$400K +$3.79K +17 +1%
SGI
1692
Summit Global Investments
Utah
$400K +$362K +1,624 New
SFG
1693
Sunburst Financial Group
Alabama
$400K +$1.11K +5 +0.3%
SWMG
1694
Sanchez Wealth Management Group
Florida
$399K +$2.01K +9 +0.6%
WA
1695
Wealth Alliance
New York
$399K +$892 +4 +0.2%
CFA
1696
CWS Financial Advisors
Michigan
$399K +$62.9K +282 +21%
AFM
1697
Armstrong Fleming & Moore
District of Columbia
$399K +$361K +1,621 New
CHP
1698
Cable Hill Partners
Oregon
$399K +$32.3K +145 +10%
SFO
1699
Stokes Family Office
Louisiana
$398K +$12.5K +56 +4%
IFU
1700
iSAM Funds (UK)
United Kingdom
$398K +$361K +1,617 New
66 67
68
69 70