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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
ASBI
1851
American State Bank (Iowa)
Iowa
$361K +$4.61K +17 +1%
MCM
1852
Monarch Capital Management
Indiana
$360K – – –
JWM
1853
Jupiter Wealth Management
Colorado
$360K – – –
SIA
1854
Soltis Investment Advisors
Utah
$359K -$243K -896 -41%
PCM
1855
Prelude Capital Management
New York
$359K +$76.8K +283 +27%
PBF
1856
Petix & Botte Financial
California
$358K – – –
PWM
1857
PBMares Wealth Management
Virginia
$358K – – –
RWM
1858
Revisor Wealth Management
Ohio
$358K +$11.7K +43 +3%
JMFC
1859
J.M. Forbes & Co
Massachusetts
$357K +$355K +1,307 New
CAM
1860
Covenant Asset Management
New Jersey
$357K +$12.2K +45 +4%
KFA
1861
Kelleher Financial Advisors
New York
$356K -$210K -775 -37%
SIA
1862
Sage Investment Advisers
New York
$356K +$1.63K +6 +0.5%
MAG
1863
MRA Advisory Group
New Jersey
$355K +$271 +1 +0.1%
AIM
1864
Avity Investment Management
Connecticut
$355K -$27.1K -100 -7%
WSCM
1865
Wellington Shields Capital Management
New York
$355K -$27.1K -100 -7%
PIA
1866
Perennial Investment Advisors
California
$355K -$4.61K -17 -1%
GLLW
1867
Graves Light Lenhart Wealth
Virginia
$354K +$271 +1 +0.1%
LC
1868
Landaas & Company
Wisconsin
$354K – – –
OSNBOA
1869
Old Second National Bank of Aurora
Illinois
$353K – – –
AFAS
1870
Acorn Financial Advisory Services
Virginia
$353K +$271 +1 +0.1%
FNT
1871
First Nebraska Trust
Nebraska
$353K – – –
CM
1872
Castleark Management
Illinois
$352K – – –
RZH
1873
Relyea Zuckerberg Hanson
Connecticut
$351K +$6.24K +23 +2%
NB
1874
Northwest Bancshares
Pennsylvania
$350K +$54.3K +200 +18%
NSAM
1875
North Star Asset Management
Wisconsin
$350K -$37.7K -139 -10%
73 74
75
76 77