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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CFAM
1826
Center For Asset Management
Florida
$246K +$201 +1 +0.1%
TA
1827
TruWealth Advisors
Louisiana
$245K -$102K -507 -30%
SCFS
1828
S.C. Financial Services
Arizona
$244K +$216K +1,075 New
CFA
1829
Compass Financial Advisors
Indiana
$244K +$238K +1,182 New
GC
1830
Grimes & Company
Massachusetts
$243K -$59K -293 -20%
CA
1831
CapWealth Advisors
Tennessee
$243K +$237K +1,176 New
PGIM
1832
Pacific Global Investment Management
California
$242K +$201 +1 +0.1%
SAM
1833
Secure Asset Management
Michigan
$242K +$805 +4 +0.3%
CCM
1834
Canal Capital Management
Virginia
$241K +$234K +1,164 New
JIC
1835
Joel Isaacson & Co
New York
$241K +$235K +1,167 New
CTA
1836
Chesley Taft & Associates
Illinois
$240K -$10.1K -50 -4%
HCM
1837
Highview Capital Management
Illinois
$240K +$234K +1,160 New
OR
1838
Olympiad Research
Connecticut
$240K +$234K +1,160 New
BBI
1839
Baxter Bros Inc
Connecticut
$239K – – –
EWM
1840
Executive Wealth Management
Michigan
$239K +$2.42K +12 +1%
BCM
1841
BlueCrest Capital Management
Jersey
$239K +$232K +1,154 New
RCWM
1842
Royal Capital Wealth Management
Indiana
$239K +$233K +1,158 New
BW
1843
Basepoint Wealth
Iowa
$238K +$232K +1,152 New
QCM
1844
Quest Capital Management
Texas
$238K – – –
BA
1845
Bennicas & Associates
California
$238K +$232K +1,150 New
VHAM
1846
Van Hulzen Asset Management
California
$238K +$232K +1,152 New
CG
1847
CFO4Life Group
Texas
$238K +$232K +1,153 New
BFG
1848
Beacon Financial Group
Texas
$237K -$4.29M -21,314 -95%
KIG
1849
Kessler Investment Group
Indiana
$236K -$151K -748 -40%
MI
1850
Markston International
New York
$235K -$1.01K -5 -0.4%
72 73
74
75 76