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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
1701
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$339K +$123K +587 +63%
WCA
1702
Waypoint Capital Advisors
Minnesota
$338K +$9.23K +44 +3%
FAG
1703
Fortitude Advisory Group
Washington
$336K – – –
FPAS
1704
Focus Partners Advisor Solutions
Missouri
$336K +$315K +1,504 New
HWA
1705
Heartwood Wealth Advisors
Virginia
$336K +$317K +1,510 New
LI
1706
Lafayette Investments
Maryland
$334K -$105K -500 -25%
CCM
1707
Chickasaw Capital Management
Tennessee
$334K – – –
RC
1708
RBO & Co
California
$334K – – –
UAM
1709
UAS Asset Management
New York
$334K +$315K +1,500 New
HCM
1710
Highview Capital Management
Illinois
$332K +$69.2K +330 +28%
IFO
1711
Independent Family Office
New York
$331K +$311K +1,484 New
BB
1712
Bell Bank
North Dakota
$330K – – –
BDWM
1713
Brewin Dolphin Wealth Management
Ireland
$330K – – –
HWM
1714
Hohimer Wealth Management
Washington
$329K +$3.77K +18 +1%
PMG
1715
ProVise Management Group
Florida
$328K +$13K +62 +4%
BP
1716
BBR Partners
New York
$326K – – –
PWM
1717
PBMares Wealth Management
Virginia
$326K +$16.8K +80 +6%
PP
1718
PDS Planning
Ohio
$326K +$44.3K +211 +17%
PCG
1719
Prosperity Consulting Group
Maryland
$325K +$839 +4 +0.3%
TWM
1720
Tradition Wealth Management
Minnesota
$324K -$19.9K -95 -6%
EWA
1721
ERTS Wealth Advisors
Michigan
$323K – – –
LNB
1722
Ledyard National Bank
$322K -$31.5K -150 -9%
SEM
1723
Strategic Equity Management
Arizona
$322K +$1.47K +7 +0.5%
FPGK
1724
Financial Partners Group (Kansas)
Kansas
$321K -$12K -57 -4%
CFCI
1725
Comprehensive Financial Consultants Institutional
Indiana
$321K – – –
67 68
69
70 71