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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
2051
Plante Moran Financial Advisors
Michigan
$212K +$12.1K +50 +6%
PCH
2052
PGIM Custom Harvest
New Jersey
$212K -$6.77K -28 -3%
CNC
2053
Citizens & Northern Corp
Pennsylvania
$212K – – –
CPWA
2054
Cerro Pacific Wealth Advisors
California
$212K +$9.67K +40 +5%
BEAM
2055
Baker Ellis Asset Management
Washington
$211K +$5.56K +23 +3%
FDDB
2056
Fidelity D&D Bancorp
Pennsylvania
$211K +$139K +576 New
MWPCG
2057
Measured Wealth Private Client Group
New Hampshire
$211K +$223K +922 New
SB
2058
Sunflower Bank
Texas
$211K -$44.5K -184 -17%
EBA
2059
Eagle Bay Advisors
New York
$210K -$56.3K -233 -20%
JEST
2060
JTC Employer Solutions Trustee
Jersey
$210K – – –
TWA
2061
Tandem Wealth Advisors
Arizona
$210K – – –
FG
2062
Foster Group
Iowa
$210K -$40.1K -166 -15%
PVM
2063
Palogic Value Management
Texas
$208K +$220K +910 New
CG
2064
CFO4Life Group
Texas
$208K -$18.9K -78 -8%
ORC
2065
O'Rourke & Company
Massachusetts
$208K +$1.69K +7 +0.8%
EAM
2066
Empirical Asset Management
Massachusetts
$208K -$179K -739 -45%
PI
2067
Pettee Investors
Connecticut
$208K – – –
CJFS
2068
Coulter & Justus Financial Services
Tennessee
$207K – – –
CCM
2069
Cullen Capital Management
New York
$206K – – –
SRC
2070
Shufro Rose & Co
New York
$206K – – –
PWP
2071
Private Wealth Partners
California
$206K +$218K +900 New
OCPWS
2072
One Charles Private Wealth Services
Massachusetts
$205K +$2.42K +10 +1%
BA
2073
Ballew Advisors
Mississippi
$205K +$484 +2 +0.2%
WIM
2074
WealthPlan Investment Management
Nebraska
$204K -$1.68M -6,940 -89%
KCM
2075
Kornitzer Capital Management
Kansas
$203K – – –
81 82
83
84 85