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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
2101
Cook Wealth
North Carolina
$209K +$180K +809 New
CCT
2102
Capital City Trust
Florida
$208K +$189K +847 New
CCP
2103
Carmel Capital Partners
California
$208K +$11.6K +52 +7%
VFP
2104
Verus Financial Partners
Virginia
$208K +$177K +794 New
LC
2105
Lavaca Capital
Texas
$208K -$61.3K -275 -25%
SWIM
2106
Smallwood Wealth Investment Management
New Jersey
$208K +$188K +845 New
FNBOSM
2107
First National Bank of South Miami
Florida
$207K +$33.9K +152 +22%
EWA
2108
Encompass Wealth Advisors
Oregon
$207K +$188K +841 New
SNBOSCI
2109
Security National Bank of Sioux City Iowa
Iowa
$206K +$187K +839 New
GAM
2110
Gemmer Asset Management
California
$206K +$187K +839 New
BWA
2111
Blodgett Wealth Advisors
California
$206K +$187K +839 New
CRWM
2112
Castle Rock Wealth Management
California
$206K +$192K +859 New
BWA
2113
Beam Wealth Advisors
Louisiana
$206K +$186K +836 New
NWM
2114
NEIRG Wealth Management
Massachusetts
$205K -$1.47M -6,584 -89%
RA
2115
Rise Advisors
New York
$205K +$9.59K +43 +5%
VCM
2116
Versant Capital Management
Arizona
$204K -$7.8K -35 -4%
JSL
2117
JT Stratford LLC
Georgia
$204K +$185K +830 New
FNBOO
2118
First National Bank of Omaha
Nebraska
$203K +$184K +826 New
HIM
2119
Hanlon Investment Management
New Jersey
$203K +$184K +826 New
SFPG
2120
Stonebridge Financial Planning Group
Florida
$203K +$184K +825 New
AWCI
2121
Alpine Woods Capital Investors
New York
$202K +$183K +821 New
BA
2122
Bridge Advisory
California
$201K +$182K +815 New
PB
2123
Pinnacle Bancorp
Nebraska
$196K +$17.6K +79 +11%
ICM
2124
Intrepid Capital Management
Florida
$196K +$177K +796 New
IWP
2125
Icon Wealth Partners
Texas
$196K +$40.6K +182 +30%
83 84
85
86 87