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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TSS
2051
Thomas Story & Son
Indiana
$490K – – –
EAM
2052
Evanson Asset Management
California
$490K – – –
FCT
2053
First Community Trust
Iowa
$490K – – –
MIM
2054
Morningstar Investment Management
Illinois
$489K – – –
CFC
2055
Coyle Financial Counsel
Illinois
$489K +$388 +1 +0.1%
ILI
2056
Invesco LLC (Illinois)
Illinois
$489K +$8.14K +21 +2%
HCP
2057
Hardin Capital Partners
South Carolina
$489K -$46.5K -120 -8%
SWM
2058
Sendero Wealth Management
Texas
$488K – – –
GXJ
2059
Global X Japan
Japan
$488K +$34.5K +89 +7%
CA
2060
Claro Advisors
Massachusetts
$487K -$160K -412 -23%
V
2061
VeraBank
Texas
$485K +$3.88K +10 +0.8%
AMM
2062
American Money Management
California
$484K -$22.9K -59 -4%
BEW
2063
Burton Enright Welch
California
$484K – – –
EFP
2064
Elser Financial Planning
Indiana
$484K +$7.37K +19 +1%
FAM
2065
Formidable Asset Management
Ohio
$483K -$1.55K -4 -0.3%
WG
2066
Winton Group
United Kingdom
$483K -$64.4K -166 -11%
BIP
2067
Blueprint Investment Partners
North Carolina
$483K +$52.4K +135 +11%
WPW
2068
Warther Private Wealth
Ohio
$483K +$3.49K +9 +0.7%
MWM
2069
MinichMacGregor Wealth Management
New York
$481K +$39.2K +101 +8%
FFA
2070
Fi3 Financial Advisors
Indiana
$481K -$8.92K -23 -2%
KIM
2071
Kestra Investment Management
Texas
$480K +$123K +318 +32%
WW
2072
Westshore Wealth
California
$480K – – –
HCM
2073
Highview Capital Management
Illinois
$479K +$116K +300 +29%
WPC
2074
Waters Parkerson & Co
Louisiana
$478K – – –
OL
2075
OneFund LLC
Florida
$477K +$16.3K +42 +3%
81 82
83
84 85