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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
1901
FCA Corp
Texas
$295K – – –
BONST
1902
Bank of Nova Scotia Trust
Ontario, Canada
$295K +$44.6K +200 +20%
DCM
1903
Dudley Capital Management
Virginia
$295K -$30.8K -138 -10%
CWA
1904
CJM Wealth Advisers
Virginia
$294K +$223 +1 +0.1%
CCM
1905
Canal Capital Management
Virginia
$294K +$1.11K +5 +0.4%
MAM
1906
Marotta Asset Management
Virginia
$293K +$266K +1,192 New
TA
1907
TruWealth Advisors
Louisiana
$293K +$223 +1 +0.1%
BF
1908
Brogan Financial
Tennessee
$292K +$892 +4 +0.3%
LWP
1909
Lumature Wealth Partners
Georgia
$292K -$3.12K -14 -1%
FOA
1910
Five Oceans Advisors
California
$292K +$5.8K +26 +2%
WCA
1911
Westover Capital Advisors
Delaware
$291K +$223 +1 +0.1%
KAM
1912
KEB Asset Management
Illinois
$290K -$12K -54 -4%
ETIA
1913
Epic Trust Investment Advisors
Washington
$290K +$5.13K +23 +2%
APW
1914
Austin Private Wealth
Texas
$290K +$45.9K +206 +21%
MVA
1915
Mount Vernon Associates
Maryland
$289K – – –
MFP
1916
Meridian Financial Partners
Virginia
$289K +$247K +1,106 New
OPTFSNA
1917
Old Point Trust & Financial Services N A
Virginia
$289K – – –
AF
1918
Apexium Financial
Texas
$289K +$44.1K +198 +20%
LWM
1919
Liberty Wealth Management
California
$288K -$45.9K -206 -15%
RCG
1920
Regatta Capital Group
California
$288K -$51.3K -230 -16%
CSIA
1921
Charles Schwab Investment Advisory
California
$288K +$261K +1,170 New
JWM
1922
Jessup Wealth Management
Ohio
$288K +$1.11K +5 +0.4%
CA
1923
CapWealth Advisors
Tennessee
$288K -$3.79K -17 -1%
EWM
1924
Executive Wealth Management
Michigan
$287K +$12.3K +55 +5%
BCMLT
1925
Beacon Capital Management LLC (Tennessee)
Tennessee
$287K +$17.4K +78 +7%
75 76
77
78 79