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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SN
1751
Sittner & Nelson
Oregon
$244K +$462 +2 +0.2%
IP
1752
Isthmus Partners
Wisconsin
$241K – – –
SW
1753
SkyOak Wealth
Michigan
$241K – – –
MHR
1754
Matthew Hamilton Rosenberg
$241K +$27.7K +120 +12%
CC
1755
Constitution Capital
Connecticut
$239K – – –
GIM
1756
Greylin Investment Management
Virginia
$239K – – –
PP
1757
PDS Planning
Ohio
$239K +$9.7K +42 +4%
BA
1758
Bristlecone Advisors
Washington
$238K – – –
BOPW
1759
Brandywine Oak Private Wealth
Pennsylvania
$238K +$33.3K +144 +15%
BWP
1760
Baldwin Wealth Partners
Massachusetts
$237K +$121K +525 +94%
AA
1761
Alesco Advisors
New York
$236K – – –
EIP
1762
Ellis Investment Partners
Pennsylvania
$236K +$462 +2 +0.2%
MPM
1763
Meritage Portfolio Management
Kansas
$234K – – –
SCM
1764
Silvant Capital Management
Georgia
$234K – – –
IFAM
1765
Institutional & Family Asset Management
Colorado
$233K +$924 +4 +0.4%
MGAM
1766
McGowan Group Asset Management
Texas
$232K -$10.4K -45 -4%
DA
1767
DSC Advisors
Illinois
$231K -$68.4K -296 -22%
MJRIC
1768
Mogy Joel R Investment Counsel
California
$231K – – –
CAWM
1769
Capital Advisors Wealth Management
Washington
$230K – – –
FPFS
1770
First Personal Financial Services
North Carolina
$229K -$25.4K -110 -9%
BAS
1771
Brown Advisory Securities
Maryland
$229K -$9.01K -39 -4%
ERWM
1772
Elk River Wealth Management
Colorado
$229K – – –
AFG
1773
Albion Financial Group
Utah
$229K +$243K +1,053 New
BOS
1774
Bank of Stockton
California
$228K -$76.9K -333 -24%
CI
1775
CX Institutional
Indiana
$228K -$12.7K -55 -5%
69 70
71
72 73