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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
NL
1676
NVWM LLC
Pennsylvania
$867K +$6.33K +19 +0.9%
CWM
1677
Cranbrook Wealth Management
Michigan
$865K – – –
SIS
1678
Sound Income Strategies
Florida
$864K +$206K +618 +38%
WA1
1679
Wimmer Associates 1
California
$863K – – –
AIM
1680
Acropolis Investment Management
Missouri
$863K +$2.33K +7 +0.3%
CC
1681
Constitution Capital
Connecticut
$861K -$333K -1,000 -31%
IBOK
1682
Independence Bank of Kentucky
Kentucky
$859K +$14K +42 +2%
APW
1683
Austin Private Wealth
Texas
$856K +$27K +81 +4%
HWM
1684
Horizon Wealth Management
Illinois
$855K -$6.33K -19 -0.9%
PFSC
1685
Peoples Financial Services Corp
Pennsylvania
$855K -$199K -598 -21%
CTC
1686
Cetera Trust Company
Minnesota
$853K – – –
DA
1687
Doliver Advisors
Texas
$853K +$60.7K +182 +9%
QPWM
1688
Quadrant Private Wealth Management
Pennsylvania
$849K -$7K -21 -1%
AWM
1689
Aberdeen Wealth Management
Illinois
$847K – – –
CM
1690
Cercano Management
Washington
$846K – – –
MBTD
1691
Mechanics Bank - Trust Department
California
$846K -$23.3K -70 -3%
TSWM
1692
Tyler-Stone Wealth Management
Ohio
$846K -$667 -2 -0.1%
WCM
1693
Windsor Capital Management
Arizona
$845K -$40K -120 -5%
MWM
1694
Marion Wealth Management
Pennsylvania
$844K +$2K +6 +0.3%
WFI
1695
West Family Investments
California
$839K +$167K +500 +30%
CCAM
1696
Cascades Capital Asset Management
North Carolina
$838K -$32K -96 -4%
KPWG
1697
KFA Private Wealth Group
Virginia
$837K -$20.3K -61 -3%
LMKC
1698
L.M. Kohn & Company
Ohio
$837K -$117K -350 -14%
MPIA
1699
Mountain Pacific Investment Advisers
Idaho
$836K +$16.7K +50 +2%
WHC
1700
Wulff, Hansen & Co
California
$833K – – –
66 67
68
69 70