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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AFAS
1701
Acorn Financial Advisory Services
Virginia
$219K -$22.5K -108 -9%
EWM
1702
Executive Wealth Management
Michigan
$219K -$417 -2 -0.2%
MI
1703
Markston International
New York
$219K – – –
CVM
1704
Cheviot Value Management
California
$218K – – –
OC
1705
Oakworth Capital
Alabama
$218K – – –
CWM
1706
Calamos Wealth Management
Illinois
$217K -$625 -3 -0.3%
SN
1707
Sittner & Nelson
Oregon
$215K +$208 +1 +0.1%
LW
1708
Linscomb Wealth
Texas
$214K -$91.4K -439 -28%
HIP
1709
HUB Investment Partners
Texas
$214K -$82.3K -395 -26%
IP
1710
Isthmus Partners
Wisconsin
$213K – – –
SW
1711
SkyOak Wealth
Michigan
$213K – – –
BWM
1712
Buckley Wealth Management
Nevada
$212K -$3.12K -15 -1%
FG
1713
Fiduciary Group
Georgia
$211K – – –
GIM
1714
Greylin Investment Management
Virginia
$211K – – –
RMAM
1715
Raab & Moskowitz Asset Management
New Jersey
$211K +$229K +1,100 New
ASC
1716
Atalanta Sosnoff Capital
New York
$210K -$15.6K -75 -6%
BOPW
1717
Brandywine Oak Private Wealth
Pennsylvania
$210K – – –
MGWM
1718
Marks Group Wealth Management
Minnesota
$210K +$227K +1,092 New
VA
1719
Valmark Advisers
Ohio
$209K -$26K -125 -10%
FFWM
1720
Future Financial Wealth Management
Ohio
$209K – – –
EIP
1721
Ellis Investment Partners
Pennsylvania
$209K +$625 +3 +0.3%
ECM
1722
Elgethun Capital Management
South Dakota
$209K +$48.3K +232 +27%
HFM
1723
Harvest Fund Management
China
$208K -$190K -911 -46%
PG
1724
Patten Group
Tennessee
$208K -$77.5K -372 -26%
AA
1725
Alesco Advisors
New York
$208K – – –
67 68
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70 71