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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1801
CapWealth Advisors
Tennessee
$456K – – –
SA
1802
SAM Advisors
California
$455K – – –
WFI
1803
West Family Investments
California
$455K – – –
WSWA
1804
Warren Street Wealth Advisors
California
$454K +$13.7K +53 +4%
BEW
1805
Burton Enright Welch
California
$454K +$778 +3 +0.2%
SIA
1806
Soltis Investment Advisors
Utah
$452K +$55.5K +214 +16%
VCAM
1807
Van Cleef Asset Management
Ohio
$452K +$156K +600 +65%
BIA
1808
Bigelow Investment Advisors
Maine
$451K +$7K +27 +2%
GBT
1809
Grove Bank & Trust
Florida
$451K -$259 -1 -0.1%
AC
1810
Allstate Corporation
Illinois
$451K -$79.9K -308 -17%
DA
1811
Doliver Advisors
Texas
$449K -$30.1K -116 -7%
WMA
1812
West Michigan Advisors
Michigan
$449K +$174K +669 +79%
PBK
1813
Peoples Bank (Kansas)
Kansas
$449K -$7K -27 -2%
CFCI
1814
Comprehensive Financial Consultants Institutional
Indiana
$447K -$1.82K -7 -0.5%
IIC
1815
Integrated Investment Consultants
Michigan
$447K +$2.85K +11 +0.7%
MS
1816
Mizuho Securities
Japan
$446K +$392K +1,510 New
PVH
1817
Psagot Value Holdings
Israel
$445K +$247K +953 +173%
TA
1818
Tectonic Advisors
Texas
$444K +$2.08K +8 +0.5%
CCM
1819
Chickasaw Capital Management
Tennessee
$444K – – –
SFO
1820
Stokes Family Office
Louisiana
$444K -$136K -523 -26%
BB
1821
Bell Bank
North Dakota
$444K – – –
JWM
1822
Jupiter Wealth Management
Colorado
$444K – – –
RC
1823
RBO & Co
California
$444K – – –
SEM
1824
Strategic Equity Management
Arizona
$443K +$1.82K +7 +0.5%
CFAM
1825
Center For Asset Management
Florida
$442K +$259 +1 +0.1%
71 72
73
74 75