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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
2101
Destination Wealth Management
California
$492K +$24.3K +73 +6%
WPW
2102
Warther Private Wealth
Ohio
$492K -$126K -377 -23%
DTC
2103
Davidson Trust Company
Washington
$490K -$34K -102 -7%
IF
2104
Intrua Financial
Texas
$490K +$152K +457 +57%
TGAM
2105
TBH Global Asset Management
Tennessee
$490K -$92.7K -278 -18%
NB
2106
Northwest Bancshares
Pennsylvania
$489K – – –
IIA
2107
ICW Investment Advisors
Arizona
$489K +$28K +84 +7%
WKSWA
2108
White Knight Strategic Wealth Advisors
New Jersey
$488K +$22.7K +68 +6%
BAG
2109
Bridgewealth Advisory Group
California
$488K +$419K +1,257 New
MIFH
2110
Migdal Insurance & Financial Holdings
Israel
$488K -$12.7K -38 -3%
EAM
2111
Evanson Asset Management
California
$485K – – –
WPC
2112
Waters Parkerson & Co
Louisiana
$484K -$16.7K -50 -4%
LFASL
2113
Lugano Financial Advisors SA (LFA)
Switzerland
$483K – – –
RA
2114
Ransom Advisory
Rhode Island
$483K -$16.7K -50 -4%
SAM
2115
S.A. Mason
Michigan
$483K +$2K +6 +0.5%
ZBNA
2116
Zions Bancorporation, National Association
Utah
$482K -$7.33K -22 -2%
GP
2117
Greenline Partners
New York
$482K – – –
PJWM
2118
Philip James Wealth Mangement
Georgia
$482K +$333 +1 +0.1%
VIP
2119
Vista Investment Partners
Oklahoma
$481K -$3.61M -10,833 -90%
MCM
2120
Monarch Capital Management
Indiana
$480K – – –
CCFM
2121
Clear Creek Financial Management
Washington
$480K -$11K -33 -3%
CAC
2122
Core Alternative Capital
Georgia
$479K – – –
GLLW
2123
Graves Light Lenhart Wealth
Virginia
$478K +$333 +1 +0.1%
SCA
2124
Sandy Cove Advisors
Massachusetts
$478K -$29.7K -89 -7%
WFA
2125
WestHill Financial Advisors
California
$478K – – –
83 84
85
86 87