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Caterpillar
CAT

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