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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
ILI
1951
Invesco LLC (Illinois)
Illinois
$442K -$20.8K -60 -4%
V
1952
VeraBank
Texas
$442K – – –
KCM
1953
Kornitzer Capital Management
Kansas
$440K +$101K +292 +28%
SSA
1954
Schonfeld Strategic Advisors
New York
$440K -$2.2M -6,358 -83%
AIIMS
1955
Analyst IMS Investment Management Services
Israel
$440K +$458K +1,322 New
GKWIM
1956
Gerber Kawasaki Wealth & Investment Management
California
$440K – – –
VCM
1957
Virtue Capital Management
Tennessee
$440K -$209K -602 -32%
CF
1958
Copperwynd Financial
Arizona
$439K +$440K +1,269 New
FNC
1959
First National Corp
Massachusetts
$439K – – –
MCM
1960
Monarch Capital Management
Indiana
$439K – – –
PFG
1961
Pinnacle Financial Group
Illinois
$438K +$1.04K +3 +0.2%
PBO
1962
Peoples Bank (Ohio)
Ohio
$438K +$456K +1,315 New
PBF
1963
Petix & Botte Financial
California
$437K +$227K +656 +100%
AF
1964
Apollon Financial
South Carolina
$435K -$693 -2 -0.2%
JMFC
1965
J.M. Forbes & Co
Massachusetts
$435K – – –
LC
1966
Landaas & Company
Wisconsin
$435K – – –
BWA
1967
Bordeaux Wealth Advisors
California
$434K +$9.02K +26 +2%
KCM
1968
Kathmere Capital Management
Pennsylvania
$434K +$118K +340 +35%
WSCM
1969
Wellington Shields Capital Management
New York
$433K – – –
EFP
1970
Elser Financial Planning
Indiana
$433K +$451K +1,300 New
WPC
1971
Waters Parkerson & Co
Louisiana
$432K -$20.8K -60 -4%
KFA
1972
Kelleher Financial Advisors
New York
$430K +$1.04K +3 +0.2%
CM
1973
Castleark Management
Illinois
$430K – – –
PCM
1974
Prelude Capital Management
New York
$429K +$247K +713 +124%
CTA
1975
Chesley Taft & Associates
Illinois
$428K -$26.7K -77 -6%
77 78
79
80 81