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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
1676
Sound Income Strategies
Florida
$864K +$206K +618 +38%
WA1
1677
Wimmer Associates 1
California
$863K – – –
AIM
1678
Acropolis Investment Management
Missouri
$863K +$2.33K +7 +0.3%
CC
1679
Constitution Capital
Connecticut
$861K -$333K -1,000 -31%
IBOK
1680
Independence Bank of Kentucky
Kentucky
$859K +$14K +42 +2%
APW
1681
Austin Private Wealth
Texas
$856K +$27K +81 +4%
HWM
1682
Horizon Wealth Management
Illinois
$855K -$6.33K -19 -0.9%
PFSC
1683
Peoples Financial Services Corp
Pennsylvania
$855K -$199K -598 -21%
CTC
1684
Cetera Trust Company
Minnesota
$853K – – –
DA
1685
Doliver Advisors
Texas
$853K +$60.7K +182 +9%
QPWM
1686
Quadrant Private Wealth Management
Pennsylvania
$849K -$7K -21 -1%
AWM
1687
Aberdeen Wealth Management
Illinois
$847K – – –
CM
1688
Cercano Management
Washington
$846K – – –
MBTD
1689
Mechanics Bank - Trust Department
California
$846K -$23.3K -70 -3%
TSWM
1690
Tyler-Stone Wealth Management
Ohio
$846K -$667 -2 -0.1%
WCM
1691
Windsor Capital Management
Arizona
$845K -$40K -120 -5%
MWM
1692
Marion Wealth Management
Pennsylvania
$844K +$2K +6 +0.3%
WFI
1693
West Family Investments
California
$839K +$167K +500 +30%
CCAM
1694
Cascades Capital Asset Management
North Carolina
$838K -$32K -96 -4%
KPWG
1695
KFA Private Wealth Group
Virginia
$837K -$20.3K -61 -3%
LMKC
1696
L.M. Kohn & Company
Ohio
$837K -$117K -350 -14%
MPIA
1697
Mountain Pacific Investment Advisers
Idaho
$836K +$16.7K +50 +2%
WHC
1698
Wulff, Hansen & Co
California
$833K – – –
FA
1699
Fiduciary Alliance
South Carolina
$832K +$171K +512 +31%
GWM
1700
GSB Wealth Management
Connecticut
$832K +$8.67K +26 +1%
66 67
68
69 70