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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
EM
1776
Excalibur Management
Massachusetts
$403K +$20.3K +75 +5%
ICM
1777
IMS Capital Management
Oregon
$403K -$33.9K -125 -8%
EFSCE
1778
Enterprise Financial Services Corp (EFSC)
Missouri
$402K +$21.2K +78 +6%
APW
1779
Acima Private Wealth
Virginia
$402K – – –
ACA
1780
Affinity Capital Advisors
California
$401K +$814 +3 +0.2%
HCM
1781
Hollencrest Capital Management
California
$401K -$19K -70 -5%
PCI
1782
Planning Center Inc
Illinois
$400K -$13.8K -51 -3%
EAM
1783
Evanson Asset Management
California
$400K +$271 +1 +0.1%
UCI
1784
Uncommon Cents Investing
Wisconsin
$397K +$395K +1,455 New
FFG
1785
Frisch Financial Group
New York
$397K -$37.7K -139 -9%
FCT
1786
First Community Trust
Iowa
$396K – – –
WP
1787
WealthShield Partners
North Carolina
$396K +$55.6K +205 +16%
QC
1788
Quent Capital
New York
$395K +$51.3K +189 +15%
LNB
1789
Ledyard National Bank
$395K -$5.43K -20 -1%
SIAG
1790
Signet Investment Advisory Group
Rhode Island
$393K – – –
SSA
1791
South Street Advisors
New York
$393K +$62.4K +230 +19%
CWM
1792
Connecticut Wealth Management
Connecticut
$393K +$391K +1,440 New
MCM
1793
Mengis Capital Management
Oregon
$392K -$27.4K -101 -7%
CCG
1794
Capital CS Group
California
$392K +$390K +1,437 New
NFG
1795
Nadler Financial Group
Illinois
$391K +$12.8K +47 +3%
HIP
1796
HUB Investment Partners
Texas
$391K +$51.5K +190 +15%
SC
1797
Schulhoff & Co
Ohio
$390K -$19K -70 -5%
NFSG
1798
Newbridge Financial Services Group
Florida
$390K +$79.8K +294 +26%
AL
1799
ACAS LLC
California
$390K – – –
SWM
1800
Sugarloaf Wealth Management
Georgia
$390K +$271 +1 +0.1%
70 71
72
73 74