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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1851
Soltis Investment Advisors
Utah
$504K +$70K +202 +15%
CFCI
1852
Comprehensive Financial Consultants Institutional
Indiana
$503K -$47.2K -136 -8%
OFS
1853
Orrstown Financial Services
Pennsylvania
$503K +$52K +150 +11%
SEM
1854
Strategic Equity Management
Arizona
$503K +$1.73K +5 +0.3%
PBK
1855
Peoples Bank (Kansas)
Kansas
$502K -$3.12K -9 -0.6%
CCM
1856
Chickasaw Capital Management
Tennessee
$500K – – –
EFI
1857
EHP Funds Inc
Canada
$500K -$69.3K -200 -12%
RC
1858
RBO & Co
California
$500K – – –
RZH
1859
Relyea Zuckerberg Hanson
Connecticut
$499K +$23.2K +67 +5%
SM
1860
Sweeney & Michel
California
$499K +$34.7K +100 +7%
LTI
1861
Laffer Tengler Investments
Tennessee
$499K -$3.12K -9 -0.6%
CFAM
1862
Center For Asset Management
Florida
$498K – – –
WWM
1863
Waterway Wealth Management
Texas
$498K -$13.5K -39 -3%
GAM
1864
Gould Asset Management
California
$496K – – –
DA
1865
Doliver Advisors
Texas
$495K -$9.71K -28 -2%
HCP
1866
Hardin Capital Partners
South Carolina
$494K +$514K +1,483 New
CFC
1867
Coyle Financial Counsel
Illinois
$494K – – –
CH
1868
Cromwell Holdings
Wyoming
$492K +$512K +1,476 New
APW
1869
Acima Private Wealth
Virginia
$491K – – –
TW
1870
TrinityPoint Wealth
Connecticut
$490K -$347 -1 -0.1%
BCG
1871
BayBridge Capital Group
California
$490K +$20.1K +58 +4%
CPC
1872
Congress Park Capital
New York
$490K – – –
VC
1873
Vicus Capital
Pennsylvania
$489K +$509K +1,469 New
VNA
1874
Valley National Advisers
Pennsylvania
$489K -$8.67K -25 -2%
CPSAC
1875
Chas P. Smith & Associates (CPS)
Florida
$489K – – –
73 74
75
76 77