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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SAW
2126
Signal Advisors Wealth
Michigan
$280K +$246K +947 New
CAC
2127
Certified Advisory Corp
Florida
$279K +$27K +104 +12%
FPWM
2128
FSB Premier Wealth Management
Iowa
$279K -$51.9K -200 -17%
CVM
2129
Cheviot Value Management
California
$279K -$19.5K -75 -7%
A
2130
AlphaQuest
New York
$278K +$244K +941 New
DWA
2131
Dorsey Wright & Associates
California
$278K – – –
HL
2132
HeadInvest LLC
Maine
$278K – – –
OL
2133
Optas LLC
Texas
$278K +$2.08K +8 +0.9%
HIM
2134
Hanlon Investment Management
New Jersey
$277K -$15.3K -59 -6%
AIA
2135
Angeles Investment Advisors
California
$277K +$12.7K +49 +6%
MPW
2136
Monterey Private Wealth
California
$277K -$15.6K -60 -6%
ECM
2137
Elgethun Capital Management
South Dakota
$277K -$16.6K -64 -6%
KCM
2138
Kathmere Capital Management
Pennsylvania
$277K +$243K +936 New
WI
2139
Wedgewood Investors
Pennsylvania
$276K -$25.9K -100 -10%
ATC
2140
Advantage Trust Company
Kansas
$275K +$241K +930 New
IWA
2141
Icon Wealth Advisors
Texas
$275K +$241K +930 New
MCM
2142
Maple Capital Management
Vermont
$275K +$241K +930 New
WFAG
2143
Wescott Financial Advisory Group
Pennsylvania
$275K – – –
MWP
2144
Madison Wealth Partners
Wisconsin
$274K +$50.6K +195 +27%
JEST
2145
JTC Employer Solutions Trustee
Jersey
$274K – – –
VFP
2146
Verus Financial Partners
Virginia
$274K – – –
HC
2147
Hamilton Capital
Ohio
$273K -$86.4K -333 -26%
CNC
2148
Citizens & Northern Corp
Pennsylvania
$273K – – –
MAG
2149
Mayfair Advisory Group
Alabama
$273K +$242K +934 New
AWM
2150
Accel Wealth Management
Iowa
$273K +$10.9K +42 +5%
84 85
86
87 88