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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
1676
Legacy Financial Advisors
Kentucky
$467K +$66.2K +244 +17%
SMWM
1677
Silvia McColl Wealth Management
California
$465K – – –
LI
1678
Lafayette Investments
Maryland
$464K -$27.1K -100 -6%
TFA
1679
Trinity Financial Advisors
Ohio
$464K – – –
BPC
1680
Banque Pictet & Cie
Switzerland
$464K +$461K +1,700 New
BIC
1681
Beach Investment Counsel
Pennsylvania
$464K – – –
TSS
1682
Thomas Story & Son
Indiana
$464K – – –
SC
1683
Sepio Capital
Utah
$463K +$1.63K +6 +0.4%
YIA
1684
YHB Investment Advisors
Connecticut
$462K +$543 +2 +0.1%
JWM
1685
Jeppson Wealth Management
California
$461K -$4.07K -15 -0.9%
DBT
1686
Dubuque Bank & Trust
Iowa
$460K +$43.1K +159 +10%
SWP
1687
Summit Wealth Partners
Florida
$460K – – –
KWM
1688
Kaydan Wealth Management
Michigan
$458K – – –
VAM
1689
Verity Asset Management
North Carolina
$456K -$543 -2 -0.1%
WA
1690
WealthTrust Axiom
Pennsylvania
$455K -$23.1K -85 -5%
MA
1691
MCF Advisors
Kentucky
$455K +$543 +2 +0.1%
GWMI
1692
Guardian Wealth Management (Illinois)
Illinois
$454K +$543 +2 +0.1%
HWM
1693
Hohimer Wealth Management
Washington
$454K -$9.49K -35 -2%
TA
1694
TFG Advisers
Michigan
$453K +$27.4K +101 +6%
SFG
1695
Sovereign Financial Group
Connecticut
$452K -$48.6K -179 -10%
FBC
1696
Fairfield, Bush & Co
Connecticut
$451K -$2.64M -9,749 -86%
WDA
1697
Wendell David Associates
New Hampshire
$451K – – –
RA
1698
Rockingstone Advisors
Massachusetts
$451K -$14.1K -52 -3%
CWM
1699
Calamos Wealth Management
Illinois
$451K +$162K +596 +56%
KBFS
1700
Kohmann Bosshard Financial Services
Ohio
$450K – – –
66 67
68
69 70