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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
GF
1851
Gries Financial
Ohio
$816K +$210K +493 +41%
NSEDCP
1852
NJ State Employees Deferred Compensation Plan
New Jersey
$816K +$730K +1,710 New
WQ
1853
Wealth Quarterback
New Jersey
$815K +$1.28K +3 +0.2%
RIP
1854
Reliant Investment Partners
North Carolina
$814K – – –
KBFS
1855
Kohmann Bosshard Financial Services
Ohio
$814K +$52.9K +124 +8%
MCWA
1856
Meadow Creek Wealth Advisors
Georgia
$813K -$29.9K -70 -4%
PDM
1857
Penn Davis McFarland
Texas
$811K -$128K -300 -15%
TFA
1858
Trinity Financial Advisors
Ohio
$811K – – –
PA
1859
PSI Advisors
Florida
$810K +$19.2K +45 +3%
SMWM
1860
Silvia McColl Wealth Management
California
$810K -$8.54K -20 -1%
IWA
1861
Icon Wealth Advisors
Texas
$809K -$106K -249 -13%
YIA
1862
YHB Investment Advisors
Connecticut
$809K +$427 +1 +0.1%
OFP
1863
OFC Financial Planning
New Jersey
$809K – – –
RCM
1864
Raleigh Capital Management
North Carolina
$807K -$61.9K -145 -8%
THCM
1865
Taylor Hoffman Capital Management
Virginia
$807K -$8.54K -20 -1%
ABTD
1866
Arvest Bank Trust Division
Oklahoma
$807K +$4.27K +10 +0.6%
SM
1867
Sweeney & Michel
California
$805K +$21.8K +51 +3%
DI
1868
Disciplined Investors
Texas
$802K +$427 +1 +0.1%
WFAG
1869
Worth Financial Advisory Group
North Carolina
$801K -$53.4K -125 -7%
CLP
1870
Charis Legacy Partners
Texas
$797K – – –
CBB
1871
Citizens Business Bank
California
$795K -$8.54K -20 -1%
LMKC
1872
L.M. Kohn & Company
Ohio
$794K -$209K -490 -23%
NG
1873
Novem Group
New York
$794K -$1.28K -3 -0.2%
HCM
1874
Hilton Capital Management
New York
$794K – – –
RCA
1875
Ranch Capital Advisors
Florida
$793K +$427 +1 +0.1%
73 74
75
76 77