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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MCG
2126
McCollum Christoferson Group
New York
$1.54M – – –
CWMK
2127
Caliber Wealth Management (Kansas)
Kansas
$1.54M +$69.4K +79 +6%
IIL
2128
Income Insurance Ltd
$1.54M +$35.1K +40 +3%
GB
2129
Goepper Burkhardt
South Carolina
$1.54M -$17.6K -20 -1%
TCG
2130
Transcendent Capital Group
Oklahoma
$1.54M -$2.63K -3 -0.2%
SWMG
2131
Sanchez Wealth Management Group
Florida
$1.54M +$2.63K +3 +0.2%
MAWA
2132
Moss Adams Wealth Advisors
Washington
$1.53M +$42.2K +48 +3%
WAM
2133
WealthCare Asset Management
Missouri
$1.53M +$1.27M +1,440 New
SGAM
2134
Smith Group Asset Management
Texas
$1.53M +$1.26M +1,439 New
WPC
2135
Waters Parkerson & Co
Louisiana
$1.53M -$43.9K -50 -3%
AW
2136
Alchemi Wealth
Connecticut
$1.53M +$118K +134 +10%
USB
2137
Union Savings Bank
Connecticut
$1.53M -$66.8K -76 -5%
CAWM
2138
Capital Advisors Wealth Management
Washington
$1.53M +$30.7K +35 +3%
CFGW
2139
Chancellor Financial Group WB
Pennsylvania
$1.53M -$1.27M -1,440 -50%
MCA
2140
Magnolia Capital Advisors
Mississippi
$1.52M -$93.1K -106 -7%
CFC
2141
Coyle Financial Counsel
Illinois
$1.52M +$30.7K +35 +3%
TBNY
2142
Trustco Bank (New York)
New York
$1.52M -$52.7K -60 -4%
SR
2143
Swiss Re
Switzerland
$1.52M +$1.05M +1,200 +526%
GI
2144
GS Investments
Minnesota
$1.52M +$1.25M +1,428 New
BF
2145
Blankinship & Foster
California
$1.52M – – –
MA
2146
Mosaic Advisors
Texas
$1.52M – – –
JFG
2147
Juno Financial Group
Virginia
$1.52M -$96.6K -110 -7%
CCIA
2148
Campbell & Co Investment Adviser
Maryland
$1.52M -$2.13M -2,420 -63%
AAS
2149
Annex Advisory Services
Wisconsin
$1.51M +$108K +123 +9%
AW
2150
Apricus Wealth
South Carolina
$1.51M +$22.8K +26 +2%
84 85
86
87 88