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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FNC
1926
First National Corp
Massachusetts
$390K -$8.3K -32 -2%
MCM
1927
Monarch Capital Management
Indiana
$389K – – –
GFG
1928
Goldstone Financial Group
Illinois
$388K +$90K +347 +36%
PBF
1929
Petix & Botte Financial
California
$388K – – –
WPC
1930
Waters Parkerson & Co
Louisiana
$387K -$23.1K -89 -6%
JMFC
1931
J.M. Forbes & Co
Massachusetts
$386K – – –
CA
1932
Claro Advisors
Massachusetts
$386K -$7K -27 -2%
MAG
1933
MRA Advisory Group
New Jersey
$385K +$259 +1 +0.1%
AIM
1934
Avity Investment Management
Connecticut
$384K – – –
WSCM
1935
Wellington Shields Capital Management
New York
$384K – – –
LC
1936
Landaas & Company
Wisconsin
$384K – – –
IAS
1937
Investment Advisory Services
Texas
$383K +$35.5K +137 +12%
AFAS
1938
Acorn Financial Advisory Services
Virginia
$382K +$519 +2 +0.2%
UFF
1939
USA Financial Formulas
Michigan
$381K -$396K -1,527 -54%
CM
1940
Castleark Management
Illinois
$381K – – –
MCI
1941
MRP Capital Investments
Georgia
$380K +$333K +1,285 New
KFA
1942
Kelleher Financial Advisors
New York
$379K -$5.71K -22 -2%
NB
1943
Northwest Bancshares
Pennsylvania
$379K – – –
NSAM
1944
North Star Asset Management
Wisconsin
$379K – – –
GHAM
1945
Gilman Hill Asset Management
Connecticut
$378K – – –
LJHT
1946
Laurie J. Hall Trustee
$378K -$13K -50 -4%
SIC
1947
SJS Investment Consulting
Ohio
$377K – – –
NW
1948
NewEdge Wealth
Pennsylvania
$376K -$72.4K -279 -18%
AFT
1949
Alpha Family Trust
California
$376K – – –
LFA
1950
Landmark Financial Advisors
Kentucky
$375K -$15.6K -60 -5%
76 77
78
79 80