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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
DTC
2101
Davidson Trust Company
Washington
$490K -$34K -102 -7%
IF
2102
Intrua Financial
Texas
$490K +$152K +457 +57%
TGAM
2103
TBH Global Asset Management
Tennessee
$490K -$92.7K -278 -18%
NB
2104
Northwest Bancshares
Pennsylvania
$489K – – –
IIA
2105
ICW Investment Advisors
Arizona
$489K +$28K +84 +7%
WKSWA
2106
White Knight Strategic Wealth Advisors
New Jersey
$488K +$22.7K +68 +6%
BAG
2107
Bridgewealth Advisory Group
California
$488K +$419K +1,257 New
MIFH
2108
Migdal Insurance & Financial Holdings
Israel
$488K -$12.7K -38 -3%
EAM
2109
Evanson Asset Management
California
$485K – – –
WPC
2110
Waters Parkerson & Co
Louisiana
$484K -$16.7K -50 -4%
LFASL
2111
Lugano Financial Advisors SA (LFA)
Switzerland
$483K – – –
RA
2112
Ransom Advisory
Rhode Island
$483K -$16.7K -50 -4%
SAM
2113
S.A. Mason
Michigan
$483K +$2K +6 +0.5%
ZBNA
2114
Zions Bancorporation, National Association
Utah
$482K -$7.33K -22 -2%
GP
2115
Greenline Partners
New York
$482K – – –
PJWM
2116
Philip James Wealth Mangement
Georgia
$482K +$333 +1 +0.1%
VIP
2117
Vista Investment Partners
Oklahoma
$481K -$3.61M -10,833 -90%
MCM
2118
Monarch Capital Management
Indiana
$480K – – –
CCFM
2119
Clear Creek Financial Management
Washington
$480K -$11K -33 -3%
CAC
2120
Core Alternative Capital
Georgia
$479K – – –
GLLW
2121
Graves Light Lenhart Wealth
Virginia
$478K +$333 +1 +0.1%
SCA
2122
Sandy Cove Advisors
Massachusetts
$478K -$29.7K -89 -7%
WFA
2123
WestHill Financial Advisors
California
$478K – – –
API
2124
Asset Planning Inc
California
$478K +$47.7K +143 +13%
KCM
2125
Kornitzer Capital Management
Kansas
$477K -$7.33K -22 -2%
83 84
85
86 87