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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PG
1701
Patten Group
Tennessee
$270K +$112K +533 +55%
BEW
1702
Burton Enright Welch
California
$269K -$8.43K -40 -3%
PCG
1703
Prosperity Consulting Group
Maryland
$269K +$9.69K +46 +3%
CCM
1704
Chickasaw Capital Management
Tennessee
$268K – – –
LI
1705
Lafayette Investments
Maryland
$268K – – –
RC
1706
RBO & Co
California
$268K – – –
IFO
1707
Independent Family Office
New York
$267K +$1.69K +8 +0.5%
FWM
1708
Fingerlakes Wealth Management
New York
$266K -$13.5K -64 -4%
HCM
1709
Highview Capital Management
Illinois
$266K – – –
CFAM
1710
Center For Asset Management
Florida
$266K +$62.4K +296 +25%
BB
1711
Bell Bank
North Dakota
$265K – – –
BDWM
1712
Brewin Dolphin Wealth Management
Ireland
$265K – – –
TWM
1713
Tradition Wealth Management
Minnesota
$265K +$5.9K +28 +2%
VWM
1714
Vigilare Wealth Management
Arizona
$264K -$73.8K -350 -19%
GWANC
1715
Guardian Wealth Advisors (North Carolina)
North Carolina
$264K -$49.9K -237 -14%
HWM
1716
Hohimer Wealth Management
Washington
$264K +$211 +1 +0.1%
BWM
1717
BCS Wealth Management
Tennessee
$264K +$311K +1,476 New
WB
1718
West Bancorporation
Iowa
$263K -$111K -526 -26%
WCA
1719
Waypoint Capital Advisors
Minnesota
$263K -$10.7K -51 -3%
RIA
1720
Richwood Investment Advisors
Ohio
$263K +$21.1K +100 +7%
WFMPM
1721
Woodley Farra Manion Portfolio Management
Indiana
$262K -$12K -57 -4%
SXL
1722
Summit X LLC
Missouri
$262K -$11.8K -56 -4%
PMG
1723
ProVise Management Group
Florida
$262K -$1.26K -6 -0.4%
BP
1724
BBR Partners
New York
$262K – – –
1IA
1725
1834 Investment Advisors
Wisconsin
$262K +$15.8K +75 +5%
67 68
69
70 71