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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CCT
2101
Capital City Trust
Florida
$208K +$189K +847 New
CCP
2102
Carmel Capital Partners
California
$208K +$11.6K +52 +7%
VFP
2103
Verus Financial Partners
Virginia
$208K +$177K +794 New
LC
2104
Lavaca Capital
Texas
$208K -$61.3K -275 -25%
SWIM
2105
Smallwood Wealth Investment Management
New Jersey
$208K +$188K +845 New
FNBOSM
2106
First National Bank of South Miami
Florida
$207K +$33.9K +152 +22%
EWA
2107
Encompass Wealth Advisors
Oregon
$207K +$188K +841 New
SNBOSCI
2108
Security National Bank of Sioux City Iowa
Iowa
$206K +$187K +839 New
GAM
2109
Gemmer Asset Management
California
$206K +$187K +839 New
BWA
2110
Blodgett Wealth Advisors
California
$206K +$187K +839 New
CRWM
2111
Castle Rock Wealth Management
California
$206K +$192K +859 New
BWA
2112
Beam Wealth Advisors
Louisiana
$206K +$186K +836 New
NWM
2113
NEIRG Wealth Management
Massachusetts
$205K -$1.47M -6,584 -89%
RA
2114
Rise Advisors
New York
$205K +$9.59K +43 +5%
VCM
2115
Versant Capital Management
Arizona
$204K -$7.8K -35 -4%
JSL
2116
JT Stratford LLC
Georgia
$204K +$185K +830 New
FNBOO
2117
First National Bank of Omaha
Nebraska
$203K +$184K +826 New
HIM
2118
Hanlon Investment Management
New Jersey
$203K +$184K +826 New
SFPG
2119
Stonebridge Financial Planning Group
Florida
$203K +$184K +825 New
AWCI
2120
Alpine Woods Capital Investors
New York
$202K +$183K +821 New
BA
2121
Bridge Advisory
California
$201K +$182K +815 New
PB
2122
Pinnacle Bancorp
Nebraska
$196K +$17.6K +79 +11%
ICM
2123
Intrepid Capital Management
Florida
$196K +$177K +796 New
IWP
2124
Icon Wealth Partners
Texas
$196K +$40.6K +182 +30%
TFP
2125
Tilia Fiduciary Partners
North Carolina
$194K -$94.1K -422 -35%
83 84
85
86 87