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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1826
Fingerlakes Wealth Management
New York
$375K -$8.41K -31 -2%
CWM
1827
CarsonAllaria Wealth Management
Illinois
$375K -$13K -48 -3%
WW
1828
Westshore Wealth
California
$374K +$2.44K +9 +0.7%
SWA
1829
SFMG Wealth Advisors
Texas
$374K +$1.36K +5 +0.4%
CTA
1830
Chesley Taft & Associates
Illinois
$372K – – –
AI
1831
AdvisorShares Investments
Maryland
$372K +$370K +1,363 New
IA
1832
Insight Advisors
Pennsylvania
$372K -$21.4K -79 -5%
MHR
1833
Matthew Hamilton Rosenberg
$372K – – –
SWM
1834
Seed Wealth Management
Illinois
$370K – – –
FNC
1835
First National Corp
Massachusetts
$369K -$10.6K -39 -3%
AW
1836
Apricus Wealth
South Carolina
$368K – – –
VHAM
1837
Van Hulzen Asset Management
California
$368K -$2.03M -7,498 -85%
MGAM
1838
McGowan Group Asset Management
Texas
$368K -$26.6K -98 -7%
V
1839
VeraBank
Texas
$367K +$35.3K +130 +11%
SWM
1840
Sendero Wealth Management
Texas
$367K – – –
BG
1841
Benedetti & Gucer
Georgia
$366K -$6.78K -25 -2%
MIS
1842
Morningstar Investment Services
Illinois
$366K +$360K +1,327 New
CFA
1843
CWS Financial Advisors
Michigan
$366K -$76.5K -282 -17%
CFC
1844
Coyle Financial Counsel
Illinois
$366K – – –
CA
1845
Cortland Associates
Missouri
$365K +$814 +3 +0.2%
FA
1846
Fagan Associates
New York
$364K +$6.78K +25 +2%
CA
1847
Claro Advisors
Massachusetts
$363K +$32.6K +120 +10%
LJHT
1848
Laurie J. Hall Trustee
$363K – – –
LFA
1849
Landmark Financial Advisors
Kentucky
$362K -$85.5K -315 -19%
AO
1850
Advisor OS
Illinois
$361K +$49.6K +183 +16%
72 73
74
75 76