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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
V
1926
VeraBank
Texas
$486K – – –
GKWIM
1927
Gerber Kawasaki Wealth & Investment Management
California
$484K +$43.8K +137 +12%
FAM
1928
Formidable Asset Management
Ohio
$484K +$422K +1,320 New
MCM
1929
Monarch Capital Management
Indiana
$483K – – –
TA
1930
TFB Advisors
Kansas
$482K +$146K +456 +46%
KLCM
1931
KG&L Capital Management
Louisiana
$481K -$617K -1,929 -59%
PFG
1932
Pinnacle Financial Group
Illinois
$481K -$6.39K -20 -2%
SIA
1933
Soltis Investment Advisors
Utah
$480K -$70K -219 -14%
AF
1934
Apollon Financial
South Carolina
$480K -$31.3K -98 -7%
LC
1935
Landaas & Company
Wisconsin
$479K +$2.88K +9 +0.7%
DS
1936
DRW Securities
Illinois
$479K -$276K -862 -40%
JMFC
1937
J.M. Forbes & Co
Massachusetts
$479K – – –
WMA
1938
Wealth Management Associates
New Jersey
$478K -$102K -320 -18%
EW
1939
Evoke Wealth
California
$477K +$416K +1,301 New
BBA
1940
Braun-Bostich & Associates
Pennsylvania
$477K -$81.5K -255 -16%
IA
1941
Insight Advisors
Pennsylvania
$477K -$7.03K -22 -2%
OL
1942
OneFund LLC
Florida
$476K -$12.8K -40 -3%
WSCM
1943
Wellington Shields Capital Management
New York
$476K – – –
BG
1944
Benedetti & Gucer
Georgia
$476K -$29.4K -92 -7%
PL
1945
Perpetual Ltd
Australia
$474K -$139K -434 -20%
CM
1946
Castleark Management
Illinois
$473K – – –
KFA
1947
Kelleher Financial Advisors
New York
$472K +$1.28K +4 +0.3%
LJHT
1948
Laurie J. Hall Trustee
$469K – – –
EA
1949
Eudaimonia Advisors
Tennessee
$469K +$17.9K +56 +5%
GHAM
1950
Gilman Hill Asset Management
Connecticut
$469K -$320 -1 -0.1%
76 77
78
79 80