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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FI
2051
Finivi Inc
Massachusetts
$630K +$8.11K +19 +1%
NWMG
2052
National Wealth Management Group
Ohio
$630K +$564K +1,321 New
CI
2053
CacheTech Inc
Utah
$630K +$190K +444 +51%
OPTFSNA
2054
Old Point Trust & Financial Services N A
Virginia
$628K – – –
ABWM
2055
Alpine Bank Wealth Management
Colorado
$628K +$854 +2 +0.2%
MWM
2056
Mindset Wealth Management
Indiana
$627K +$47K +110 +9%
PBF
2057
Petix & Botte Financial
California
$626K – – –
AIC
2058
Archer Investment Corporation
Indiana
$623K -$430K -1,008 -44%
MA
2059
MCF Advisors
Kentucky
$622K +$6.83K +16 +1%
HCP
2060
Hardin Capital Partners
South Carolina
$621K -$42.7K -100 -7%
IPAM
2061
ICICI Prudential Asset Management
India
$620K – – –
DIA
2062
Davidson Investment Advisors
Montana
$620K – – –
SB
2063
Sunflower Bank
Texas
$620K +$13.2K +31 +2%
SAM
2064
S.A. Mason
Michigan
$618K +$21.3K +50 +4%
TBNY
2065
Trustco Bank (New York)
New York
$615K -$12.8K -30 -2%
WW
2066
Westshore Wealth
California
$614K -$12K -28 -2%
RA
2067
Rise Advisors
New York
$614K +$2.99K +7 +0.5%
MIFH
2068
Migdal Insurance & Financial Holdings
Israel
$613K +$12K +28 +2%
BSB
2069
Bangor Savings Bank
Maine
$612K – – –
DJYG
2070
David J. Yvars Group
Florida
$610K – – –
RFA
2071
Reyes Financial Architecture
California
$610K -$117K -275 -18%
JMFC
2072
J.M. Forbes & Co
Massachusetts
$609K – – –
FA
2073
FSA Advisors
Michigan
$607K -$3.84K -9 -0.7%
HIM
2074
Hanlon Investment Management
New Jersey
$606K +$79K +185 +17%
AFT
2075
Alpha Family Trust
California
$606K – – –
81 82
83
84 85