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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1876
Townsend Asset Management
North Carolina
$653K -$111K -333 -17%
IAS
1877
Investment Advisory Services
Texas
$653K +$109K +328 +24%
ABTD
1878
Arvest Bank Trust Division
Oklahoma
$653K -$21K -63 -4%
DI
1879
Disciplined Investors
Texas
$652K +$6.67K +20 +1%
ZI
1880
ZEGA Investments
Florida
$651K -$137K -411 -20%
ESBC
1881
E.S. Barr & Co
Kentucky
$650K -$41.7K -125 -7%
HTIM
1882
Harbour Trust & Investment Management
Indiana
$650K – – –
BMCM
1883
Bryn Mawr Capital Management
Pennsylvania
$650K +$83K +249 +17%
CLP
1884
Charis Legacy Partners
Texas
$648K – – –
RIA
1885
Regal Investment Advisors
Michigan
$648K +$6.67K +20 +1%
BIA
1886
Bigelow Investment Advisors
Maine
$648K +$15.7K +47 +3%
NG
1887
Novem Group
New York
$647K -$47K -141 -8%
RWA
1888
Redhawk Wealth Advisors
Minnesota
$646K +$17.7K +53 +3%
HCM
1889
Hilton Capital Management
New York
$646K – – –
OC
1890
Opinicus Capital
Florida
$645K +$343K +1,030 +163%
RCA
1891
Ranch Capital Advisors
Florida
$644K +$667 +2 +0.1%
SM
1892
Sweeney & Michel
California
$644K +$667 +2 +0.1%
ODA
1893
One Degree Advisors
California
$644K +$13K +39 +2%
CT
1894
Chicago Trust
Illinois
$643K +$230K +691 +72%
KA
1895
Kozak & Associates
Colorado
$643K +$2K +6 +0.4%
CF
1896
Claris Financial
Virginia
$642K +$164K +492 +42%
PA
1897
PSI Advisors
Florida
$642K -$75.7K -227 -12%
RDWM
1898
Red Door Wealth Management
Tennessee
$640K -$127K -380 -19%
WMWM
1899
Whitaker-Myers Wealth Managers
Ohio
$640K +$77K +231 +16%
TWM
1900
Tripletail Wealth Management
Florida
$639K +$522K +1,567 New
74 75
76
77 78