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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
JSAM
1926
J. Safra Asset Management
New York
$1.03M +$1M +1,806 New
CA
1927
Cornerstone Advisory
Maryland
$1.03M -$87.8K -158 -8%
MP
1928
Moment Partners
California
$1.03M -$5.56K -10 -0.6%
MA
1929
McBroom & Associates
Nevada
$1.03M – – –
VCM
1930
Violich Capital Management
California
$1.03M – – –
NCM
1931
Northside Capital Management
Oregon
$1.03M -$50K -90 -5%
TCA
1932
Transcend Capital Advisors
New Jersey
$1.03M -$784K -1,411 -44%
AA
1933
Alta Advisers
United Kingdom
$1.03M -$333K -600 -25%
XWL
1934
XXI Wealth LLC
Illinois
$1.03M +$995K +1,790 New
LA
1935
Lakeside Advisors
Washington
$1.02M +$556 +1 +0.1%
AI
1936
Accredited Investors
Minnesota
$1.02M -$5K -9 -0.5%
KWM
1937
KRM Wealth Management
Nevada
$1.02M +$993K +1,787 New
WBC
1938
West Branch Capital
Massachusetts
$1.02M +$758K +1,364 +324%
LWM
1939
Lakeridge Wealth Management
Ohio
$1.02M +$12.2K +22 +1%
NAS
1940
NWF Advisory Services
California
$1.02M -$23.3K -42 -2%
GBT
1941
Grove Bank & Trust
Florida
$1.02M +$13.9K +25 +1%
DWM
1942
Daner Wealth Management
Georgia
$1.02M +$17.2K +31 +2%
VCM
1943
Versant Capital Management
Arizona
$1.02M +$236K +425 +32%
TTWM
1944
TCV Trust & Wealth Management
Virginia
$1.01M +$142K +256 +17%
OWA
1945
Opal Wealth Advisors
New York
$1.01M +$2.78K +5 +0.3%
MAM
1946
Meeder Asset Management
Ohio
$1.01M +$943K +1,697 +2,828%
TFG
1947
Taylor Financial Group
Virginia
$1M -$14.5K -26 -1%
GI
1948
Gradient Investments
Minnesota
$1M +$169K +304 +21%
PWM
1949
Paulson Wealth Management
Illinois
$1M -$17.8K -32 -2%
EA
1950
Everpar Advisors
Oklahoma
$1M +$123K +221 +14%
76 77
78
79 80