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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1951
Gratus Capital
Georgia
$468K +$408K +1,277 New
BWA
1952
Bordeaux Wealth Advisors
California
$468K -$366K -1,144 -47%
AIM
1953
Avity Investment Management
Connecticut
$467K -$7.99K -25 -2%
AIA
1954
Alera Investment Advisors
Illinois
$465K -$243K -761 -37%
AFT
1955
Alpha Family Trust
California
$465K – – –
OPTFSNA
1956
Old Point Trust & Financial Services N A
Virginia
$465K +$16.9K +53 +4%
WCA
1957
Westover Capital Advisors
Delaware
$465K +$27.2K +85 +7%
CBT
1958
CoreFirst Bank & Trust
Kansas
$464K -$50.2K -157 -11%
SAG
1959
SageView Advisory Group
California
$462K -$58.5K -183 -13%
NSAM
1960
North Star Asset Management
Wisconsin
$462K -$6.39K -20 -2%
SPL
1961
Smart Portfolios LLC
Washington
$462K +$14.4K +45 +4%
FA
1962
FSA Advisors
Michigan
$462K +$32.9K +103 +9%
IP
1963
Isthmus Partners
Wisconsin
$461K -$32K -100 -7%
OSNBOA
1964
Old Second National Bank of Aurora
Illinois
$460K – – –
BIP
1965
Blueprint Investment Partners
North Carolina
$459K +$56.6K +177 +16%
LFASL
1966
Lugano Financial Advisors SA (LFA)
Switzerland
$458K +$320K +1,000 +400%
CAC
1967
Core Alternative Capital
Georgia
$457K -$127K -396 -24%
RA
1968
Rockingstone Advisors
Massachusetts
$457K – – –
GLLW
1969
Graves Light Lenhart Wealth
Virginia
$457K -$27.5K -86 -6%
CIM
1970
Contravisory Investment Management
Massachusetts
$456K +$398K +1,245 New
GSAM
1971
Grant Street Asset Management
Pennsylvania
$456K – – –
BW
1972
Basepoint Wealth
Iowa
$455K -$6.39K -20 -2%
MFA
1973
Millington Financial Advisors
Illinois
$454K +$1.6K +5 +0.4%
IAP
1974
Indie Asset Partners
Indiana
$452K +$3.52K +11 +0.9%
TIM
1975
Tortoise Investment Management
New York
$452K -$6.39K -20 -2%
77 78
79
80 81