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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WWMSC
1951
Wagner Wealth Management (South Carolina)
South Carolina
$996K +$80.6K +145 +9%
LI
1952
Lafayette Investments
Maryland
$994K – – –
WA
1953
Wealth Alliance
New York
$994K -$103K -185 -10%
VWM
1954
Vigil Wealth Management
Florida
$993K +$963K +1,733 New
TF
1955
Tompkins Financial
New York
$990K -$162K -291 -14%
VHAM
1956
Van Hulzen Asset Management
California
$988K -$47.8K -86 -5%
SCP
1957
Sivia Capital Partners
California
$987K +$403K +725 +73%
OL
1958
Optas LLC
Texas
$986K +$190K +341 +25%
CSA
1959
Cornerstone Select Advisors
Missouri
$985K – – –
ODA
1960
One Degree Advisors
California
$985K – – –
CCM
1961
Canal Capital Management
Virginia
$984K +$2.22K +4 +0.2%
CCM
1962
Check Capital Management
California
$984K – – –
CPSAC
1963
Chas P. Smith & Associates (CPS)
Florida
$984K +$954K +1,717 New
WQ
1964
Wealth Quarterback
New Jersey
$982K +$3.89K +7 +0.4%
CAM
1965
Close Asset Management
United Kingdom
$981K – – –
BWA
1966
Basecamp Wealth Advisors
Washington
$980K +$950K +1,710 New
UAG
1967
United Advisor Group
Ohio
$979K +$62.8K +113 +7%
NG
1968
Novem Group
New York
$979K +$24.5K +44 +3%
LJHT
1969
Laurie J. Hall Trustee
$978K -$25.6K -46 -3%
KBFS
1970
Kohmann Bosshard Financial Services
Ohio
$977K – – –
LT
1971
Legacy Trust
Michigan
$977K -$92.8K -167 -9%
QC
1972
Quent Capital
New York
$977K +$42.2K +76 +5%
QLSGSCF
1973
Quent Long Short Global Small Cap Fund
New York
$977K +$948K +1,706 New
DI
1974
Diligent Investors
California
$975K -$16.7K -30 -2%
FGC
1975
First Growth Capital
Maryland
$975K +$699K +1,258 New
77 78
79
80 81