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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1726
Winslow Asset Management
Ohio
$221K – – –
GWMI
1727
Guardian Wealth Management (Illinois)
Illinois
$221K +$1.28K +7 +0.5%
MSE
1728
MUFG Securities EMEA
United Kingdom
$221K +$67.6K +370 +38%
ESBC
1729
E.S. Barr & Co
Kentucky
$220K -$8.59K -47 -3%
CFC
1730
Coyle Financial Counsel
Illinois
$220K – – –
YWP
1731
YorkBridge Wealth Partners
New York
$220K – – –
PMG
1732
ProVise Management Group
Florida
$219K -$24.1K -132 -9%
JCM
1733
Jag Capital Management
Missouri
$219K -$9.13K -50 -4%
LJHT
1734
Laurie J. Hall Trustee
$218K – – –
NLP
1735
Next Level Private
New York
$218K +$223K +1,220 New
IAP
1736
Indie Asset Partners
Indiana
$217K – – –
BSB
1737
Bangor Savings Bank
Maine
$216K -$2.56K -14 -1%
MCM
1738
Monarch Capital Management
Indiana
$216K – – –
LSPW
1739
Lake Street Private Wealth
Illinois
$215K -$73.1K -400 -23%
BFA
1740
Beaumont Financial Advisors
Massachusetts
$215K +$9.68K +53 +4%
WW
1741
Westshore Wealth
California
$215K +$32.2K +176 +16%
SIC
1742
SJS Investment Consulting
Ohio
$215K +$240K +1,312 New
MIC
1743
Means Investment Company
Maine
$214K +$3.1K +17 +1%
SC
1744
Sepio Capital
Utah
$214K +$6.76K +37 +3%
MAM
1745
Marotta Asset Management
Virginia
$214K -$6.21K -34 -3%
NB
1746
Northwest Bancshares
Pennsylvania
$213K -$137K -752 -37%
CTA
1747
Chesley Taft & Associates
Illinois
$212K +$12.8K +70 +6%
BFA
1748
Benedict Financial Advisors
Georgia
$211K -$75.6K -414 -24%
MPW
1749
Monterey Private Wealth
California
$211K -$23K -126 -9%
HA
1750
Herold Advisors
New York
$211K +$183 +1 +0.1%
68 69
70
71 72