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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1951
Apollon Financial
South Carolina
$524K +$11.4K +33 +3%
SAM
1952
Secure Asset Management
Michigan
$523K -$34.9K -101 -7%
FAM
1953
Formidable Asset Management
Ohio
$523K -$35.9K -104 -7%
BEW
1954
Burton Enright Welch
California
$522K -$69.1K -200 -13%
AI
1955
AdvisorShares Investments
Maryland
$522K +$19K +55 +4%
GKWIM
1956
Gerber Kawasaki Wealth & Investment Management
California
$522K +$4.49K +13 +1%
IAS
1957
Investment Advisory Services
Texas
$520K +$18.3K +53 +4%
ILI
1958
Invesco LLC (Illinois)
Illinois
$519K – – –
V
1959
VeraBank
Texas
$519K – – –
TCG
1960
Transcendent Capital Group
Oklahoma
$518K +$252K +729 +123%
GCA
1961
Gradient Capital Advisors
California
$518K -$18K -52 -4%
WW
1962
Westshore Wealth
California
$517K -$7.94K -23 -2%
DTC
1963
Davidson Trust Company
Washington
$517K +$69.1K +200 +18%
WPW
1964
Warther Private Wealth
Ohio
$517K -$21.1K -61 -4%
WPC
1965
Waters Parkerson & Co
Louisiana
$516K +$7.25K +21 +2%
FNC
1966
First National Corp
Massachusetts
$516K – – –
MCM
1967
Monarch Capital Management
Indiana
$515K – – –
EFP
1968
Elser Financial Planning
Indiana
$514K +$5.18K +15 +1%
BWM
1969
Birchcreek Wealth Management
Ohio
$514K -$13.8K -40 -3%
PBF
1970
Petix & Botte Financial
California
$513K – – –
DWM
1971
Dogwood Wealth Management
Kansas
$513K +$28.7K +83 +7%
NB
1972
Northwest Bancshares
Pennsylvania
$512K -$25.9K -75 -5%
JMFC
1973
J.M. Forbes & Co
Massachusetts
$511K – – –
APW
1974
Austin Private Wealth
Texas
$510K +$8.29K +24 +2%
MJRIC
1975
Mogy Joel R Investment Counsel
California
$510K +$35.9K +104 +9%
77 78
79
80 81