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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1776
Check Capital Management
California
$593K -$32K -100 -6%
CA
1777
Claro Advisors
Massachusetts
$592K +$99.7K +312 +24%
ODA
1778
One Degree Advisors
California
$592K – – –
VAM
1779
Verity Asset Management
North Carolina
$591K -$18.9K -59 -4%
BFS
1780
Bard Financial Services
Connecticut
$590K -$79.9K -250 -13%
BWP
1781
BSW Wealth Partners
Colorado
$590K +$147K +461 +40%
SPIS
1782
Steward Partners Investment Solutions
Oregon
$590K +$514K +1,609 New
VBFG
1783
Vishria Bird Financial Group
Tennessee
$588K – – –
BAM
1784
Blueshift Asset Management
New Jersey
$587K -$189K -591 -27%
RCA
1785
Resonant Capital Advisors
Wisconsin
$587K +$89.2K +279 +21%
CHA
1786
Cooper/Haims Advisors
New York
$587K -$16.6K -52 -3%
PWP
1787
Pursue Wealth Partners
California
$586K – – –
WMG
1788
WESCAP Management Group
California
$586K – – –
MCB
1789
Morton Community Bank
Illinois
$585K +$256K +800 +100%
TWM
1790
Tradition Wealth Management
Minnesota
$584K +$11.2K +35 +2%
DCM
1791
Dudley Capital Management
Virginia
$584K +$134K +420 +35%
VHAM
1792
Van Hulzen Asset Management
California
$584K +$81.2K +254 +19%
KA
1793
Kozak & Associates
Colorado
$583K +$65.2K +204 +14%
AT
1794
Arvest Trust
Oklahoma
$582K +$508K +1,589 New
BB
1795
Burford Brothers
Texas
$581K +$1.28K +4 +0.3%
HGERS
1796
Householder Group Estate & Retirement Specialist
Arizona
$580K +$63.9K +200 +14%
RPWA
1797
Regent Peak Wealth Advisors
Georgia
$579K +$3.52K +11 +0.7%
OPPS
1798
Obsidian Personal Planning Solutions
Maryland
$575K -$60.7K -190 -10%
DIA
1799
Davidson Investment Advisors
Montana
$575K – – –
BWM
1800
BCS Wealth Management
Tennessee
$574K – – –
70 71
72
73 74