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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
PFWA
2076
Paces Ferry Wealth Advisors
Georgia
$203K +$184K +846 New
SWIM
2077
Smallwood Wealth Investment Management
New Jersey
$202K +$184K +845 New
PIA
2078
Pinion Investment Advisors
Kansas
$202K +$184K +844 New
RCM
2079
Requisite Capital Management
Texas
$202K +$183K +842 New
EWA
2080
Encompass Wealth Advisors
Oregon
$201K +$183K +841 New
GAM
2081
Gemmer Asset Management
California
$201K +$183K +839 New
AC
2082
Apella Capital
Connecticut
$201K +$182K +838 New
Fiera Capital (Canada)
2083
Fiera Capital (Canada)
Quebec, Canada
$201K +$182K +837 New
PFM
2084
Patton Fund Management
Texas
$200K +$182K +836 New
TFP
2085
Tilia Fiduciary Partners
North Carolina
$198K -$653 -3 -0.4%
FNBOSM
2086
First National Bank of South Miami
Florida
$197K +$10.4K +48 +6%
Cohen & Steers
2087
Cohen & Steers
New York
$187K – – –
HWMA
2088
Heritage Wealth Management (Arizona)
Arizona
$186K +$89.3K +410 +112%
DI
2089
Disciplined Investments
Oklahoma
$185K -$2.4K -11 -1%
CAM
2090
Close Asset Management
United Kingdom
$185K +$31.6K +145 +23%
MWM
2091
MinichMacGregor Wealth Management
New York
$181K +$165K +757 New
ECM
2092
Elgethun Capital Management
South Dakota
$181K -$242K -1,111 -59%
PB
2093
Pinnacle Bancorp
Nebraska
$180K -$3.92K -18 -2%
ST
2094
Sageworth Trust
Pennsylvania
$180K – – –
WBC
2095
West Branch Capital
Massachusetts
$178K +$32.7K +150 +25%
AWM
2096
Accel Wealth Management
Iowa
$177K +$43.5K +200 +37%
PP
2097
Pacifica Partners
Canada
$174K +$10.9K +50 +8%
IBOK
2098
Independence Bank of Kentucky
Kentucky
$173K -$42.5K -195 -21%
UIA
2099
Ulland Investment Advisors
Minnesota
$171K – – –
GFPC
2100
Global Financial Private Client
Florida
$163K – – –