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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
1676
Everhart Financial Group
Ohio
$467K +$58.1K +214 +14%
LFA
1677
Legacy Financial Advisors
Kentucky
$467K +$66.2K +244 +17%
SMWM
1678
Silvia McColl Wealth Management
California
$465K – – –
LI
1679
Lafayette Investments
Maryland
$464K -$27.1K -100 -6%
TFA
1680
Trinity Financial Advisors
Ohio
$464K – – –
BPC
1681
Banque Pictet & Cie
Switzerland
$464K +$461K +1,700 New
BIC
1682
Beach Investment Counsel
Pennsylvania
$464K – – –
TSS
1683
Thomas Story & Son
Indiana
$464K – – –
SC
1684
Sepio Capital
Utah
$463K +$1.63K +6 +0.4%
YIA
1685
YHB Investment Advisors
Connecticut
$462K +$543 +2 +0.1%
JWM
1686
Jeppson Wealth Management
California
$461K -$4.07K -15 -0.9%
DBT
1687
Dubuque Bank & Trust
Iowa
$460K +$43.1K +159 +10%
SWP
1688
Summit Wealth Partners
Florida
$460K – – –
KWM
1689
Kaydan Wealth Management
Michigan
$458K – – –
VAM
1690
Verity Asset Management
North Carolina
$456K -$543 -2 -0.1%
WA
1691
WealthTrust Axiom
Pennsylvania
$455K -$23.1K -85 -5%
MA
1692
MCF Advisors
Kentucky
$455K +$543 +2 +0.1%
GWMI
1693
Guardian Wealth Management (Illinois)
Illinois
$454K +$543 +2 +0.1%
HWM
1694
Hohimer Wealth Management
Washington
$454K -$9.49K -35 -2%
TA
1695
TFG Advisers
Michigan
$453K +$27.4K +101 +6%
SFG
1696
Sovereign Financial Group
Connecticut
$452K -$48.6K -179 -10%
FBC
1697
Fairfield, Bush & Co
Connecticut
$451K -$2.64M -9,749 -86%
WDA
1698
Wendell David Associates
New Hampshire
$451K – – –
RA
1699
Rockingstone Advisors
Massachusetts
$451K -$14.1K -52 -3%
CWM
1700
Calamos Wealth Management
Illinois
$451K +$162K +596 +56%
66 67
68
69 70