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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1826
Aprio Wealth Management
Georgia
$699K -$52.7K -158 -8%
VCM
1827
Violich Capital Management
California
$699K +$600K +1,800 New
PWM
1828
Paulson Wealth Management
Illinois
$696K -$27.7K -83 -4%
OCBCO
1829
Oversea-Chinese Banking Corp (OCBC)
Singapore
$696K -$370K -1,110 -38%
OA
1830
Operose Advisors
Wisconsin
$695K +$1.33K +4 +0.2%
BWM
1831
Benchmark Wealth Management
Connecticut
$694K +$333 +1 +0.1%
LA
1832
Lakeside Advisors
Washington
$693K – – –
TA
1833
TFG Advisers
Michigan
$693K +$667 +2 +0.1%
TFG
1834
Taylor Financial Group
Virginia
$691K -$8.67K -26 -1%
SMH
1835
Sanders Morris Harris
Texas
$689K – – –
MAWCM
1836
Mine & Arao Wealth Creation & Management
California
$689K +$1.33K +4 +0.2%
LWM
1837
Lakeridge Wealth Management
Ohio
$688K +$333 +1 +0.1%
USB
1838
Union Savings Bank
Connecticut
$686K -$30.3K -91 -5%
MP
1839
Moment Partners
California
$683K – – –
B
1840
Bensler
Washington
$682K -$13.7K -41 -2%
GBT
1841
Grove Bank & Trust
Florida
$680K -$11.7K -35 -2%
RMAM
1842
Raab & Moskowitz Asset Management
New Jersey
$678K +$3.33K +10 +0.6%
AIC
1843
Argus Investors Counsel
New York
$677K – – –
LF
1844
LifeSteps Financial
California
$677K +$3.33K +10 +0.6%
IC
1845
Iconiq Capital
California
$675K +$89.7K +269 +18%
CA
1846
Cornerstone Advisory
Maryland
$675K +$13K +39 +2%
LI
1847
Lafayette Investments
Maryland
$674K – – –
LC
1848
Landaas & Company
Wisconsin
$673K +$87.7K +263 +18%
CS
1849
Capital Square
Tennessee
$671K -$333 -1 -0.1%
AWP
1850
Abacus Wealth Partners
California
$671K +$15.7K +47 +3%
72 73
74
75 76