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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
1826
Perennial Investment Advisors
California
$306K +$35.1K +145 +12%
LJHT
1827
Laurie J. Hall Trustee
$305K – – –
PWMG
1828
Provence Wealth Management Group
California
$303K +$78.6K +325 +33%
OWM
1829
OneAscent Wealth Management
Alabama
$303K – – –
PCG
1830
Prosperity Consulting Group
Maryland
$302K -$28.8K -119 -8%
OSNBOA
1831
Old Second National Bank of Aurora
Illinois
$302K – – –
MFA
1832
Millington Financial Advisors
Illinois
$302K +$1.45K +6 +0.5%
MCM
1833
Monarch Capital Management
Indiana
$301K – – –
IF
1834
Intrua Financial
Texas
$301K -$257K -1,065 -43%
SM
1835
Sweeney & Michel
California
$301K +$321K +1,329 New
ESBC
1836
E.S. Barr & Co
Kentucky
$300K -$6.04K -25 -2%
AAMC
1837
Asset Allocation & Management Company
Illinois
$300K – – –
FA
1838
Fagan Associates
New York
$300K +$33.1K +137 +12%
HA
1839
Herold Advisors
New York
$298K +$12.3K +51 +4%
QPBE
1840
Quintet Private Bank (Europe)
Luxembourg
$298K +$315K +1,302 New
EA
1841
Eudaimonia Advisors
Tennessee
$297K +$14K +58 +5%
GCMG
1842
Gyroscope Capital Management Group
Florida
$297K +$314K +1,300 New
LC
1843
Landaas & Company
Wisconsin
$297K – – –
GSIAS
1844
Garden State Investment Advisory Services
New Jersey
$297K -$26.6K -110 -8%
RFA
1845
Register Financial Advisors
Georgia
$296K -$109K -450 -26%
BSB
1846
Bangor Savings Bank
Maine
$295K -$6.29K -26 -2%
SGCA
1847
Steel Grove Capital Advisors
Tennessee
$295K +$311K +1,287 New
SCA
1848
Sandy Cove Advisors
Massachusetts
$294K – – –
CS
1849
Capital Square
Tennessee
$293K -$31.9K -132 -9%
GHAM
1850
Gilman Hill Asset Management
Connecticut
$293K – – –
72 73
74
75 76