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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HWP
1801
Heritage Wealth Partners
Ohio
$643K -$96.4K -279 -15%
FBC
1802
Fairfield, Bush & Co
Connecticut
$642K -$1.04K -3 -0.2%
AIA
1803
Alera Investment Advisors
Illinois
$642K +$8.98K +26 +2%
WPA
1804
West Paces Advisors
Georgia
$642K +$483K +1,398 +573%
AP
1805
Appleton Partners
Massachusetts
$642K -$63.5K -184 -10%
CCWM
1806
Cassaday & Co Wealth Management
Virginia
$642K -$11.7K -34 -2%
RFP
1807
Root Financial Partners
California
$642K -$878K -2,542 -61%
WWM
1808
Waterway Wealth Management
Texas
$640K +$48.7K +141 +9%
CHA
1809
Cooper/Haims Advisors
New York
$639K -$24.2K -70 -4%
SFP
1810
Sweet Financial Partners
Minnesota
$637K +$345 +1 +0.1%
RSVP
1811
Ramsay Stattman Vela & Price
Colorado
$634K -$43.2K -125 -7%
IBOK
1812
Independence Bank of Kentucky
Kentucky
$633K +$12.1K +35 +2%
WA
1813
WealthTrust Axiom
Pennsylvania
$631K +$4.83K +14 +0.9%
ODA
1814
One Degree Advisors
California
$631K – – –
OCBCO
1815
Oversea-Chinese Banking Corp (OCBC)
Singapore
$630K +$556K +1,611 New
GF
1816
Gries Financial
Ohio
$629K +$338K +978 +155%
VBFG
1817
Vishria Bird Financial Group
Tennessee
$628K – – –
PWM
1818
Peterson Wealth Management
Nevada
$627K -$10.4K -30 -2%
PCP
1819
Proficio Capital Partners
Massachusetts
$627K -$167K -484 -23%
BOS
1820
Bank of Stockton
California
$627K +$309K +894 +126%
BB
1821
Bell Bank
North Dakota
$626K – – –
PWP
1822
Pursue Wealth Partners
California
$626K – – –
WMG
1823
WESCAP Management Group
California
$626K – – –
SRL
1824
Scientech Research LLC
New Jersey
$626K +$553K +1,600 New
MCWA
1825
Meadow Creek Wealth Advisors
Georgia
$625K -$5.18K -15 -0.9%
71 72
73
74 75