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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
1826
Spirepoint Private Client
Florida
$622K +$1.38K +4 +0.3%
GFG
1827
Goldstone Financial Group
Illinois
$619K +$120K +347 +28%
KBFS
1828
Kohmann Bosshard Financial Services
Ohio
$619K -$62.2K -180 -10%
RZH
1829
Relyea Zuckerberg Hanson
Connecticut
$618K +$28.3K +82 +5%
BIA
1830
Bigelow Investment Advisors
Maine
$617K +$10.4K +30 +2%
VHAM
1831
Van Hulzen Asset Management
California
$616K -$78.4K -227 -13%
SC
1832
Sepio Capital
Utah
$615K +$4.49K +13 +0.8%
CFMC
1833
Curbstone Financial Management Corp
New Hampshire
$615K – – –
BFM
1834
Boston Financial Management
Massachusetts
$614K -$691 -2 -0.1%
BCMO
1835
Buckingham Capital Management (Ohio)
Ohio
$613K +$155K +448 +40%
SWMG
1836
Sanchez Wealth Management Group
Florida
$610K +$2.42K +7 +0.5%
ABTD
1837
Arvest Bank Trust Division
Oklahoma
$610K +$539K +1,560 New
CCM
1838
Canal Capital Management
Virginia
$609K +$1.38K +4 +0.3%
VPP
1839
Vertex Planning Partners
Illinois
$609K +$345 +1 +0.1%
RWM
1840
RKL Wealth Management
Pennsylvania
$609K +$345 +1 +0.1%
KWS
1841
Keystone Wealth Services
California
$609K +$37.3K +108 +7%
CBB
1842
Citizens Business Bank
California
$609K -$148K -429 -22%
FA
1843
Fagan Associates
New York
$608K -$1.73K -5 -0.3%
RPWA
1844
Regent Peak Wealth Advisors
Georgia
$607K -$7.6K -22 -1%
QFA
1845
Quantum Financial Advisors
California
$606K -$7.6K -22 -1%
SSW
1846
Smith Shellnut Wilson
Mississippi
$606K – – –
SFG
1847
Sunburst Financial Group
Alabama
$606K – – –
CNB
1848
Camden National Bank
Maine
$605K -$2.42K -7 -0.5%
TA
1849
TFB Advisors
Kansas
$605K -$691 -2 -0.1%
TA
1850
Tectonic Advisors
Texas
$605K +$11.1K +32 +2%
72 73
74
75 76