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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
1726
Hohimer Wealth Management
Washington
$357K +$3.05K +14 +0.9%
HCM
1727
Highview Capital Management
Illinois
$357K – – –
CFAM
1728
Center For Asset Management
Florida
$357K +$218 +1 +0.1%
IAA
1729
Independent Advisor Alliance
North Carolina
$356K -$40.9K -188 -0.3%
MCM
1730
Mengis Capital Management
Oregon
$356K – – –
DCM
1731
Dupont Capital Management
Delaware
$355K -$69.2K -318 -18%
LWM
1732
Laidlaw Wealth Management
New York
$354K -$81K -372 -20%
TA
1733
Tectonic Advisors
Texas
$354K – – –
OAM
1734
Occidental Asset Management
California
$352K +$320K +1,470 New
SEM
1735
Strategic Equity Management
Arizona
$352K +$1.52K +7 +0.5%
EAM
1736
Evanson Asset Management
California
$351K -$167K -765 -34%
NSAM
1737
North Star Asset Management
Wisconsin
$350K -$37K -170 -10%
WFMPM
1738
Woodley Farra Manion Portfolio Management
Indiana
$350K -$16.3K -75 -5%
LA
1739
LVW Advisors
New York
$349K +$9.14K +42 +3%
MWP
1740
Meredith Wealth Planning
Illinois
$349K +$317K +1,455 New
SIAG
1741
Signet Investment Advisory Group
Rhode Island
$349K -$2.18K -10 -0.7%
LAM
1742
Lifestyle Asset Management
Texas
$348K +$317K +1,454 New
PCA
1743
Peddock Capital Advisors
Massachusetts
$347K -$49K -225 -13%
FCT
1744
First Community Trust
Iowa
$347K – – –
ZIG
1745
Zullo Investment Group
Pennsylvania
$346K +$3.27K +15 +1%
SHWM
1746
Silicon Hills Wealth Management
Texas
$346K – – –
PCG
1747
Prosperity Consulting Group
Maryland
$345K -$4.14K -19 -1%
LMKC
1748
L.M. Kohn & Company
Ohio
$345K +$12.8K +59 +4%
FC
1749
Forte Capital
New York
$343K -$2.4K -11 -0.8%
AMC
1750
Asset Management Corp
Illinois
$342K +$1.31K +6 +0.4%
68 69
70
71 72