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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
KBFS
1826
Kohmann Bosshard Financial Services
Ohio
$619K -$62.2K -180 -10%
RZH
1827
Relyea Zuckerberg Hanson
Connecticut
$618K +$28.3K +82 +5%
BIA
1828
Bigelow Investment Advisors
Maine
$617K +$10.4K +30 +2%
VHAM
1829
Van Hulzen Asset Management
California
$616K -$78.4K -227 -13%
SC
1830
Sepio Capital
Utah
$615K +$4.49K +13 +0.8%
CFMC
1831
Curbstone Financial Management Corp
New Hampshire
$615K – – –
BFM
1832
Boston Financial Management
Massachusetts
$614K -$691 -2 -0.1%
BCMO
1833
Buckingham Capital Management (Ohio)
Ohio
$613K +$155K +448 +40%
SWMG
1834
Sanchez Wealth Management Group
Florida
$610K +$2.42K +7 +0.5%
ABTD
1835
Arvest Bank Trust Division
Oklahoma
$610K +$539K +1,560 New
CCM
1836
Canal Capital Management
Virginia
$609K +$1.38K +4 +0.3%
VPP
1837
Vertex Planning Partners
Illinois
$609K +$345 +1 +0.1%
RWM
1838
RKL Wealth Management
Pennsylvania
$609K +$345 +1 +0.1%
KWS
1839
Keystone Wealth Services
California
$609K +$37.3K +108 +7%
CBB
1840
Citizens Business Bank
California
$609K -$148K -429 -22%
FA
1841
Fagan Associates
New York
$608K -$1.73K -5 -0.3%
RPWA
1842
Regent Peak Wealth Advisors
Georgia
$607K -$7.6K -22 -1%
QFA
1843
Quantum Financial Advisors
California
$606K -$7.6K -22 -1%
SSW
1844
Smith Shellnut Wilson
Mississippi
$606K – – –
SFG
1845
Sunburst Financial Group
Alabama
$606K – – –
CNB
1846
Camden National Bank
Maine
$605K -$2.42K -7 -0.5%
TA
1847
TFB Advisors
Kansas
$605K -$691 -2 -0.1%
TA
1848
Tectonic Advisors
Texas
$605K +$11.1K +32 +2%
TFA
1849
Trinity Financial Advisors
Ohio
$604K – – –
SM
1850
Sweeney & Michel
California
$604K +$691 +2 +0.1%
72 73
74
75 76