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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
1801
Alera Investment Advisors
Illinois
$642K +$8.98K +26 +2%
WPA
1802
West Paces Advisors
Georgia
$642K +$483K +1,398 +573%
AP
1803
Appleton Partners
Massachusetts
$642K -$63.5K -184 -10%
CCWM
1804
Cassaday & Co Wealth Management
Virginia
$642K -$11.7K -34 -2%
RFP
1805
Root Financial Partners
California
$642K -$878K -2,542 -61%
WWM
1806
Waterway Wealth Management
Texas
$640K +$48.7K +141 +9%
CHA
1807
Cooper/Haims Advisors
New York
$639K -$24.2K -70 -4%
SFP
1808
Sweet Financial Partners
Minnesota
$637K +$345 +1 +0.1%
RSVP
1809
Ramsay Stattman Vela & Price
Colorado
$634K -$43.2K -125 -7%
IBOK
1810
Independence Bank of Kentucky
Kentucky
$633K +$12.1K +35 +2%
WA
1811
WealthTrust Axiom
Pennsylvania
$631K +$4.83K +14 +0.9%
ODA
1812
One Degree Advisors
California
$631K – – –
OCBCO
1813
Oversea-Chinese Banking Corp (OCBC)
Singapore
$630K +$556K +1,611 New
GF
1814
Gries Financial
Ohio
$629K +$338K +978 +155%
VBFG
1815
Vishria Bird Financial Group
Tennessee
$628K – – –
PWM
1816
Peterson Wealth Management
Nevada
$627K -$10.4K -30 -2%
PCP
1817
Proficio Capital Partners
Massachusetts
$627K -$167K -484 -23%
BOS
1818
Bank of Stockton
California
$627K +$309K +894 +126%
BB
1819
Bell Bank
North Dakota
$626K – – –
PWP
1820
Pursue Wealth Partners
California
$626K – – –
WMG
1821
WESCAP Management Group
California
$626K – – –
SRL
1822
Scientech Research LLC
New Jersey
$626K +$553K +1,600 New
MCWA
1823
Meadow Creek Wealth Advisors
Georgia
$625K -$5.18K -15 -0.9%
SPC
1824
Spirepoint Private Client
Florida
$622K +$1.38K +4 +0.3%
GFG
1825
Goldstone Financial Group
Illinois
$619K +$120K +347 +28%
71 72
73
74 75