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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1926
Violich Capital Management
California
$1.03M – – –
NCM
1927
Northside Capital Management
Oregon
$1.03M -$50K -90 -5%
TCA
1928
Transcend Capital Advisors
New Jersey
$1.03M -$784K -1,411 -44%
AA
1929
Alta Advisers
United Kingdom
$1.03M -$333K -600 -25%
XWL
1930
XXI Wealth LLC
Illinois
$1.03M +$995K +1,790 New
LA
1931
Lakeside Advisors
Washington
$1.02M +$556 +1 +0.1%
AI
1932
Accredited Investors
Minnesota
$1.02M -$5K -9 -0.5%
KWM
1933
KRM Wealth Management
Nevada
$1.02M +$993K +1,787 New
WBC
1934
West Branch Capital
Massachusetts
$1.02M +$758K +1,364 +324%
LWM
1935
Lakeridge Wealth Management
Ohio
$1.02M +$12.2K +22 +1%
NAS
1936
NWF Advisory Services
California
$1.02M -$23.3K -42 -2%
GBT
1937
Grove Bank & Trust
Florida
$1.02M +$13.9K +25 +1%
DWM
1938
Daner Wealth Management
Georgia
$1.02M +$17.2K +31 +2%
VCM
1939
Versant Capital Management
Arizona
$1.02M +$236K +425 +32%
TTWM
1940
TCV Trust & Wealth Management
Virginia
$1.01M +$142K +256 +17%
OWA
1941
Opal Wealth Advisors
New York
$1.01M +$2.78K +5 +0.3%
MAM
1942
Meeder Asset Management
Ohio
$1.01M +$943K +1,697 +2,828%
TFG
1943
Taylor Financial Group
Virginia
$1M -$14.5K -26 -1%
GI
1944
Gradient Investments
Minnesota
$1M +$169K +304 +21%
PWM
1945
Paulson Wealth Management
Illinois
$1M -$17.8K -32 -2%
EA
1946
Everpar Advisors
Oklahoma
$1M +$123K +221 +14%
PWW
1947
Pettyjohn Wood & White
Virginia
$1M +$330K +593 +51%
LF
1948
LifeSteps Financial
California
$1M +$5.56K +10 +0.6%
WPW
1949
Warther Private Wealth
Ohio
$998K +$381K +685 +65%
SEIA
1950
Signature Estate & Investment Advisors
California
$997K +$109K +197 +13%
76 77
78
79 80