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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1901
CapWealth Advisors
Tennessee
$271K +$2.42K +10 +0.9%
HC
1902
Hamilton Capital
Ohio
$271K -$13.1K -54 -4%
BF
1903
Brogan Financial
Tennessee
$271K +$484 +2 +0.2%
WCA
1904
Westover Capital Advisors
Delaware
$271K – – –
FPWM
1905
FSB Premier Wealth Management
Iowa
$271K -$152K -628 -35%
OR
1906
Olympiad Research
Connecticut
$269K +$285K +1,177 New
WAG
1907
Wallace Advisory Group
California
$269K -$3.87K -16 -1%
MVA
1908
Mount Vernon Associates
Maryland
$269K – – –
OPTFSNA
1909
Old Point Trust & Financial Services N A
Virginia
$268K +$12.8K +53 +5%
TCM
1910
True Capital Management
California
$268K +$15.5K +64 +6%
WAM
1911
WNY Asset Management
New York
$268K -$12.1K -50 -4%
GCP
1912
GSA Capital Partners
United Kingdom
$267K +$282K +1,168 New
JWM
1913
Jessup Wealth Management
Ohio
$266K +$1.21K +5 +0.4%
PWM
1914
PBMares Wealth Management
Virginia
$266K -$106K -440 -27%
FOA
1915
Five Oceans Advisors
California
$265K +$14.5K +60 +5%
D
1916
Dentgroup
Louisiana
$265K +$242 +1 +0.1%
ETIA
1917
Epic Trust Investment Advisors
Washington
$264K +$2.42K +10 +0.9%
EW
1918
Evoke Wealth
California
$263K +$278K +1,150 New
PGIM
1919
Pacific Global Investment Management
California
$263K -$10.9K -45 -4%
SW
1920
SkyOak Wealth
Michigan
$263K +$2.18K +9 +0.8%
VHAM
1921
Van Hulzen Asset Management
California
$262K -$483K -1,999 -64%
OFG
1922
Oxford Financial Group
Indiana
$261K +$276K +1,143 New
CWM
1923
Calamos Wealth Management
Illinois
$261K -$24.7K -102 -8%
TA
1924
Tiedemann Advisors
New York
$260K +$1.21K +5 +0.4%
CCG
1925
Coastwise Capital Group
California
$260K -$725 -3 -0.3%
75 76
77
78 79