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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
S
1676
SimplyRich
California
$664K – – –
SFS
1677
Summit Financial Strategies
Ohio
$661K -$40.6K -117 -6%
CBB
1678
Citizens Business Bank
California
$661K +$302K +872 +78%
BWS
1679
Buck Wealth Strategies
Colorado
$661K -$9.4M -27,122 -93%
AHC
1680
Adell Harriman & Carpenter
Texas
$661K -$221K -636 -24%
LFA
1681
Legacy Financial Advisors
Kentucky
$661K -$4.16K -12 -0.6%
FIM
1682
Fernwood Investment Management
Massachusetts
$661K -$8.67K -25 -1%
SIC
1683
Shoker Investment Counsel
Ohio
$659K +$2.08K +6 +0.3%
PG
1684
Patten Group
Tennessee
$659K +$693 +2 +0.1%
LC
1685
LCNB Corp
Ohio
$659K -$124K -357 -15%
RWP
1686
Ridgecrest Wealth Partners
California
$658K – – –
PL
1687
Plancorp LLC
Missouri
$657K +$11.1K +32 +2%
SWM
1688
Sterling Wealth Management
Illinois
$656K – – –
MIS
1689
Morningstar Investment Services
Illinois
$655K +$96.4K +278 +16%
FFG
1690
Fiduciary Financial Group
California
$654K +$629K +1,815 New
WFMPM
1691
Woodley Farra Manion Portfolio Management
Indiana
$654K -$11.1K -32 -2%
FMLI
1692
Fukoku Mutual Life Insurance
Japan
$654K -$60.7K -175 -8%
HTIM
1693
Harbour Trust & Investment Management
Indiana
$653K -$62.1K -179 -8%
DM
1694
Deerfield Management
New York
$651K +$678K +1,954 New
DCM
1695
Dudley Capital Management
Virginia
$651K +$121K +348 +22%
FFB
1696
First Financial Bankshares
Texas
$650K -$495K -1,429 -42%
TWM
1697
Thrive Wealth Management
Pennsylvania
$648K +$32.6K +94 +5%
CHA
1698
Carmichael Hill & Associates
Maryland
$646K +$347 +1 +0.1%
RW
1699
REDW Wealth
New Mexico
$646K -$38.1K -110 -5%
HWAM
1700
Hennion & Walsh Asset Management
New Jersey
$643K -$79.8K -230 -11%
66 67
68
69 70