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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
EM
1801
Excalibur Management
Massachusetts
$345K +$88.3K +396 +39%
AIM
1802
Avity Investment Management
Connecticut
$344K -$66.9K -300 -18%
AA
1803
Alta Advisers
United Kingdom
$344K – – –
IIM
1804
Ironwood Investment Management
Massachusetts
$344K – – –
NJBEST
1805
New Jersey Better Educational Savings Trust
New Jersey
$344K – – –
WSCM
1806
Wellington Shields Capital Management
New York
$344K – – –
EFSCE
1807
Enterprise Financial Services Corp (EFSC)
Missouri
$343K +$3.34K +15 +1%
LA
1808
LVW Advisors
New York
$343K -$67.3K -302 -18%
GKWIM
1809
Gerber Kawasaki Wealth & Investment Management
California
$343K -$1.11K -5 -0.4%
BWM
1810
Birchcreek Wealth Management
Ohio
$343K +$8.92K +40 +3%
FNC
1811
First National Corp
Massachusetts
$342K -$2.45K -11 -0.8%
NFG
1812
Nadler Financial Group
Illinois
$341K – – –
GFP
1813
Gryphon Financial Partners
Ohio
$340K +$76.5K +343 +33%
WCA
1814
Waypoint Capital Advisors
Minnesota
$339K +$2.9K +13 +1%
BF
1815
Blankinship & Foster
California
$339K – – –
CRI
1816
Colonial River Investments
Virginia
$337K -$1.11K -5 -0.4%
SWA
1817
SFMG Wealth Advisors
Texas
$336K -$3.34K -15 -1%
BG
1818
Benedetti & Gucer
Georgia
$336K +$305K +1,366 New
CTA
1819
Chesley Taft & Associates
Illinois
$335K +$4.46K +20 +1%
WW
1820
Westshore Wealth
California
$335K -$6.02K -27 -2%
MHR
1821
Matthew Hamilton Rosenberg
$335K -$27.6K -124 -8%
TA
1822
TFB Advisors
Kansas
$334K +$303K +1,357 New
SWM
1823
Seed Wealth Management
Illinois
$333K – – –
EFH
1824
Eaton Financial Holdings
Florida
$332K -$66.9K -300 -18%
MSAM
1825
Moloney Securities Asset Management
Missouri
$331K -$68.9K -309 -19%
71 72
73
74 75