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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
EFSCE
1901
Enterprise Financial Services Corp (EFSC)
Missouri
$507K -$12.5K -39 -3%
RPGK
1902
Retirement Planning Group (Kansas)
Kansas
$506K – – –
BCG
1903
BayBridge Capital Group
California
$506K +$452K +1,414 New
WCA
1904
Waypoint Capital Advisors
Minnesota
$505K +$7.67K +24 +2%
AW
1905
Apricus Wealth
South Carolina
$504K – – –
SIC
1906
SJS Investment Consulting
Ohio
$502K +$29.7K +93 +7%
BCMLT
1907
Beacon Capital Management LLC (Tennessee)
Tennessee
$501K +$32K +100 +8%
LCM
1908
Lazari Capital Management
California
$499K -$12.8K -40 -3%
CTA
1909
Chesley Taft & Associates
Illinois
$499K – – –
OFS
1910
Orrstown Financial Services
Pennsylvania
$498K +$435K +1,360 New
WPC
1911
Waters Parkerson & Co
Louisiana
$498K +$15.7K +49 +4%
WW
1912
Westshore Wealth
California
$497K -$2.56K -8 -0.6%
BWM
1913
Birchcreek Wealth Management
Ohio
$496K – – –
MGAM
1914
McGowan Group Asset Management
Texas
$495K +$639 +2 +0.1%
FCT
1915
First Community Trust
Iowa
$495K -$16K -50 -4%
EAM
1916
Evanson Asset Management
California
$495K – – –
HA
1917
Herold Advisors
New York
$495K – – –
CFC
1918
Coyle Financial Counsel
Illinois
$494K – – –
SWM
1919
Seed Wealth Management
Illinois
$493K – – –
PCS
1920
Personal CFO Solutions
New Jersey
$493K -$24K -75 -5%
SWM
1921
Sendero Wealth Management
Texas
$492K – – –
GFG
1922
Goldstone Financial Group
Illinois
$492K +$9.59K +30 +2%
CA
1923
Cortland Associates
Missouri
$492K +$639 +2 +0.1%
BRA
1924
Bender Robert & Associates
California
$491K -$24K -75 -5%
BHBT
1925
Burke & Herbert Bank & Trust
Virginia
$490K -$82.5K -258 -16%
75 76
77
78 79