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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
1851
Bennicas & Associates
California
$256K – – –
VHAM
1852
Van Hulzen Asset Management
California
$253K -$3.56K -17 -1%
OC
1853
Oakworth Capital
Alabama
$253K – – –
MW
1854
MBL Wealth
North Carolina
$253K +$238K +1,134 New
MWM
1855
Minot Wealth Management
Massachusetts
$252K -$105K -500 -31%
CVM
1856
Cheviot Value Management
California
$252K – – –
CTA
1857
Chesley Taft & Associates
Illinois
$251K – – –
SN
1858
Sittner & Nelson
Oregon
$251K +$419 +2 +0.2%
MTC
1859
McDaniel Terry & Co
Texas
$251K +$236K +1,125 New
ARC
1860
Advisor Resource Council
Texas
$250K -$641K -3,056 -73%
KIG
1861
Kessler Investment Group
Indiana
$250K -$5.03K -24 -2%
SCM
1862
Spring Capital Management
Texas
$250K – – –
SF
1863
Symphony Financial
Texas
$250K +$439K +2,093 New
APA
1864
Astoria Portfolio Advisors
New York
$249K +$234K +1,116 New
IP
1865
Isthmus Partners
Wisconsin
$248K +$1.05K +5 +0.5%
SW
1866
SkyOak Wealth
Michigan
$247K – – –
WFI
1867
West Family Investments
California
$246K -$45.5K -217 -16%
ECM
1868
Exchange Capital Management
Michigan
$246K -$38.2K -182 -14%
BIA
1869
Bigelow Investment Advisors
Maine
$246K +$232K +1,105 New
FIBT
1870
First International Bank & Trust
North Dakota
$245K -$249K -1,186 -52%
CC
1871
Constitution Capital
Connecticut
$245K -$21K -100 -8%
YMRC
1872
Yorktown Management & Research Company
Virginia
$245K -$20.8K -99 -8%
AWAG
1873
ARS Wealth Advisors Group
Florida
$245K -$1.05K -5 -0.5%
VAM
1874
Vienna Asset Management
California
$245K +$231K +1,100 New
WSWA
1875
Warren Street Wealth Advisors
California
$244K +$5.03K +24 +2%
73 74
75
76 77