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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CGA
1726
Crescent Grove Advisors
Illinois
$261K -$107K -506 -26%
CFCI
1727
Comprehensive Financial Consultants Institutional
Indiana
$261K +$211 +1 +0.1%
KWM
1728
KerberRose Wealth Management
Wisconsin
$261K +$307K +1,458 New
DS
1729
DRW Securities
Illinois
$261K +$308K +1,460 New
FAG
1730
Fortitude Advisory Group
Washington
$260K -$11.2K -53 -4%
SEM
1731
Strategic Equity Management
Arizona
$260K +$1.48K +7 +0.5%
SHWM
1732
Silicon Hills Wealth Management
Texas
$258K -$153K -728 -34%
FC
1733
Forte Capital
New York
$258K -$100K -475 -25%
FPGK
1734
Financial Partners Group (Kansas)
Kansas
$258K +$211 +1 +0.1%
FA
1735
FDx Advisors
Illinois
$256K -$55.8K -265 -16%
IIC
1736
Integrated Investment Consultants
Michigan
$255K -$63.6K -302 -17%
EFG
1737
Everhart Financial Group
Ohio
$255K +$301K +1,428 New
APW
1738
Acima Private Wealth
Virginia
$254K – – –
OPTFSNA
1739
Old Point Trust & Financial Services N A
Virginia
$254K – – –
BAM
1740
Berkshire Asset Management
Pennsylvania
$254K +$34.8K +165 +13%
SN
1741
Sittner & Nelson
Oregon
$254K +$62.4K +296 +26%
AMC
1742
Asset Management Corp
Illinois
$253K +$1.05K +5 +0.4%
BHB
1743
Bank Hapoalim BM
Israel
$252K -$126K -596 -30%
TA
1744
TFG Advisers
Michigan
$252K -$632 -3 -0.2%
FNC
1745
First National Corp
Massachusetts
$252K +$1.48K +7 +0.5%
MCM
1746
Mengis Capital Management
Oregon
$252K +$87.5K +415 +42%
CANY
1747
Caxton Associates (New York)
New York
$252K +$297K +1,410 New
FAB
1748
First American Bank
Illinois
$252K -$55.6K -264 -16%
EWA
1749
ERTS Wealth Advisors
Michigan
$250K -$10.5K -50 -3%
MPW
1750
Monterey Private Wealth
California
$250K -$1.05K -5 -0.4%
68 69
70
71 72