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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
1751
Lazari Capital Management
California
$370K +$335K +1,502 New
JWM
1752
Jupiter Wealth Management
Colorado
$369K – – –
RC
1753
RBO & Co
California
$369K – – –
SC
1754
Schulhoff & Co
Ohio
$369K – – –
BIA
1755
Bigelow Investment Advisors
Maine
$369K +$17.6K +79 +6%
CCM
1756
Chickasaw Capital Management
Tennessee
$369K – – –
EFG
1757
Everhart Financial Group
Ohio
$369K +$23.4K +105 +8%
BBA
1758
Braun-Bostich & Associates
Pennsylvania
$369K +$57.7K +259 +21%
BFA
1759
Beaumont Financial Advisors
Massachusetts
$368K +$8.25K +37 +3%
QPBE
1760
Quintet Private Bank (Europe)
Luxembourg
$368K +$41.2K +185 +14%
CFAM
1761
Center For Asset Management
Florida
$367K +$223 +1 +0.1%
SOW
1762
State of Wyoming
Wyoming
$367K +$58.4K +262 +21%
TA
1763
Tectonic Advisors
Texas
$366K +$2.68K +12 +0.8%
SEM
1764
Strategic Equity Management
Arizona
$365K +$1.78K +8 +0.5%
TW
1765
TrinityPoint Wealth
Connecticut
$365K +$9.36K +42 +3%
BCG
1766
Breakwater Capital Group
New Jersey
$363K +$60.9K +273 +23%
CPSAC
1767
Chas P. Smith & Associates (CPS)
Florida
$363K – – –
WSWA
1768
Warren Street Wealth Advisors
California
$363K +$21.4K +96 +7%
APW
1769
Acima Private Wealth
Virginia
$362K -$1.11K -5 -0.3%
OFG
1770
Oxford Financial Group
Indiana
$362K +$73.1K +328 +29%
LNB
1771
Ledyard National Bank
$361K +$12.3K +55 +4%
MPIA
1772
Mountain Pacific Investment Advisers
Idaho
$361K -$5.35K -24 -2%
ACA
1773
Affinity Capital Advisors
California
$361K -$27.9K -125 -8%
LFA
1774
Legacy Financial Advisors
Kentucky
$361K +$46.4K +208 +17%
EAM
1775
Evanson Asset Management
California
$361K – – –
69 70
71
72 73