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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CFC
2126
Coyle Financial Counsel
Illinois
$1.52M +$30.7K +35 +3%
TBNY
2127
Trustco Bank (New York)
New York
$1.52M -$52.7K -60 -4%
SR
2128
Swiss Re
Switzerland
$1.52M +$1.05M +1,200 +526%
GI
2129
GS Investments
Minnesota
$1.52M +$1.25M +1,428 New
BF
2130
Blankinship & Foster
California
$1.52M – – –
MA
2131
Mosaic Advisors
Texas
$1.52M – – –
JFG
2132
Juno Financial Group
Virginia
$1.52M -$96.6K -110 -7%
CCIA
2133
Campbell & Co Investment Adviser
Maryland
$1.52M -$2.13M -2,420 -63%
AAS
2134
Annex Advisory Services
Wisconsin
$1.51M +$108K +123 +9%
AW
2135
Apricus Wealth
South Carolina
$1.51M +$22.8K +26 +2%
TWM
2136
Tumwater Wealth Management
Idaho
$1.51M +$878 +1 +0.1%
BWP
2137
Balboa Wealth Partners
Arizona
$1.51M +$93.1K +106 +8%
BMCM
2138
Bryn Mawr Capital Management
Pennsylvania
$1.5M -$209K -238 -14%
RC
2139
RBO & Co
California
$1.49M -$87.8K -100 -7%
APW
2140
Acima Private Wealth
Virginia
$1.49M – – –
MFS
2141
Monetta Financial Services
Illinois
$1.49M – – –
GM
2142
GeoWealth Management
Illinois
$1.49M +$114K +130 +10%
LC
2143
LCNB Corp
Ohio
$1.49M -$358K -407 -23%
ECM
2144
Elgethun Capital Management
South Dakota
$1.49M +$30.7K +35 +3%
PIP
2145
Peachtree Investment Partners
Florida
$1.48M +$293K +334 +32%
PWA
2146
Prairie Wealth Advisors
Nebraska
$1.48M – – –
PEA
2147
Park Edge Advisors
Ohio
$1.48M +$1.22M +1,390 New
DIA
2148
Davidson Investment Advisors
Montana
$1.48M – – –
RFA
2149
Register Financial Advisors
Georgia
$1.48M +$56.2K +64 +5%
NCM
2150
Northside Capital Management
Oregon
$1.48M -$43.9K -50 -3%
84 85
86
87 88