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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
VHAM
1851
Van Hulzen Asset Management
California
$203K +$421 +2 +0.2%
WW
1852
Westshore Wealth
California
$203K +$40.5K +192 +20%
LAM
1853
LFS Asset Management
California
$203K +$239K +1,135 New
NRI
1854
NFP Retirement Inc
California
$203K -$4.21K -20 -2%
SAM
1855
Secure Asset Management
Michigan
$202K -$5.9K -28 -2%
CVM
1856
Cheviot Value Management
California
$202K -$1.05K -5 -0.4%
MWM
1857
Minot Wealth Management
Massachusetts
$202K – – –
CCG
1858
Coastwise Capital Group
California
$202K +$22.1K +105 +10%
PM
1859
Parametrica Management
Hong Kong
$202K +$237K +1,127 New
SIA
1860
Sage Investment Advisers
New York
$201K -$40.7K -193 -15%
MA
1861
Maxele Advisors
Missouri
$201K -$13.3K -63 -5%
SCM
1862
Spring Capital Management
Texas
$200K – – –
RTC
1863
Riverview Trust Company
Washington
$199K +$10.3K +49 +5%
IFAM
1864
Institutional & Family Asset Management
Colorado
$196K +$1.26K +6 +0.6%
SCM
1865
Silvant Capital Management
Georgia
$192K – – –
CG
1866
Cutler Group
California
$188K -$5.17M -24,510 -96%
PCG
1867
Private Capital Group
Connecticut
$188K -$55K -261 -20%
MRCM
1868
M&R Capital Management
New Jersey
$179K -$211 -1 -0.1%
MCM
1869
Magnolia Capital Management
New York
$179K – – –
MWA
1870
Miller Wealth Advisors
Colorado
$179K – – –
PR
1871
Payden & Rygel
California
$179K – – –
SAM
1872
S.A. Mason
Michigan
$179K – – –
KIG
1873
Kessler Investment Group
Indiana
$176K -$28.2K -134 -12%
FP
1874
Financial Perspectives
Minnesota
$175K – – –
MSE
1875
MUFG Securities EMEA
United Kingdom
$174K -$50.6K -240 -20%
73 74
75
76 77