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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
1776
Alera Investment Advisors
Illinois
$239K +$282K +1,337 New
MAM
1777
Marotta Asset Management
Virginia
$238K -$20K -95 -7%
ZIG
1778
Zullo Investment Group
Pennsylvania
$238K -$21.3K -101 -7%
BIA
1779
Bigelow Investment Advisors
Maine
$238K +$47.8K +227 +21%
BSB
1780
Bangor Savings Bank
Maine
$238K +$280K +1,331 New
LJHT
1781
Laurie J. Hall Trustee
$237K -$5.27K -25 -2%
IAP
1782
Indie Asset Partners
Indiana
$236K -$3.16K -15 -1%
MCM
1783
Monarch Capital Management
Indiana
$235K – – –
DWM
1784
Drive Wealth Management
Utah
$234K +$17.5K +83 +7%
HCM
1785
Hollencrest Capital Management
California
$232K – – –
MIP
1786
Marietta Investment Partners
Wisconsin
$232K – – –
TDC
1787
Thompson Davis & Co
Virginia
$232K – – –
RCG
1788
Regatta Capital Group
California
$231K +$2.74K +13 +1%
GC
1789
Grimes & Company
Massachusetts
$231K +$24.7K +117 +10%
BWM
1790
Birchcreek Wealth Management
Ohio
$231K +$272K +1,291 New
MIC
1791
Means Investment Company
Maine
$230K +$421 +2 +0.2%
HA
1792
Herold Advisors
New York
$230K +$10.7K +51 +4%
BWP
1793
BSW Wealth Partners
Colorado
$230K +$42.1K +200 +18%
SIGI
1794
Susquehanna International Group (Ireland)
Ireland
$230K +$271K +1,288 New
OLA
1795
Oliver Luxxe Assets
New Jersey
$228K +$5.9K +28 +2%
CCM
1796
Canal Capital Management
Virginia
$228K +$15.6K +74 +6%
GKWIM
1797
Gerber Kawasaki Wealth & Investment Management
California
$228K +$21.1K +100 +8%
RZH
1798
Relyea Zuckerberg Hanson
Connecticut
$227K -$15.4K -73 -5%
SC
1799
Sepio Capital
Utah
$227K +$267K +1,268 New
GLLW
1800
Graves Light Lenhart Wealth
Virginia
$226K +$211 +1 +0.1%
70 71
72
73 74