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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FPFS
1701
First Personal Financial Services
North Carolina
$270K – – –
OC
1702
Oakworth Capital
Alabama
$269K – – –
BBI
1703
Baxter Bros Inc
Connecticut
$268K – – –
EPWM
1704
Essex Private Wealth Management
Massachusetts
$268K +$207 +1 +0.1%
MWA
1705
Meridian Wealth Advisors
Texas
$268K +$239K +1,155 New
GC
1706
Grace Capital
Massachusetts
$267K – – –
BCM
1707
Bourgeon Capital Management
Connecticut
$267K +$238K +1,150 New
PCH
1708
PGIM Custom Harvest
New Jersey
$264K +$236K +1,140 New
IAP
1709
Indie Asset Partners
Indiana
$263K -$93.2K -450 -28%
CVM
1710
Cheviot Value Management
California
$263K -$60.9K -294 -21%
MWM
1711
Modera Wealth Management
New Jersey
$262K -$81.6K -394 -26%
BA
1712
Bridgewater Advisors
New York
$261K +$228K +1,100 New
BWM
1713
Buckley Wealth Management
Nevada
$260K -$20.7K -100 -8%
SN
1714
Sittner & Nelson
Oregon
$260K -$8.07K -39 -3%
CBT
1715
Central Bank & Trust
Kentucky
$260K -$2.48K -12 -1%
MAG
1716
MRA Advisory Group
New Jersey
$260K – – –
RFA
1717
Reilly Financial Advisors
California
$259K -$70K -338 -23%
CTA
1718
Chesley Taft & Associates
Illinois
$259K -$4.76K -23 -2%
S
1719
swisspartners
Liechtenstein
$259K +$230K +1,113 New
BFA
1720
Beacon Financial Advisory
Ohio
$259K +$231K +1,118 New
MW
1721
MBL Wealth
North Carolina
$258K -$178K -860 -44%
SW
1722
SkyOak Wealth
Michigan
$258K – – –
IP
1723
Isthmus Partners
Wisconsin
$257K – – –
MGAM
1724
McGowan Group Asset Management
Texas
$257K +$207 +1 +0.1%
KPCM
1725
Kings Point Capital Management
New York
$256K -$86.1K -416 -27%
67 68
69
70 71