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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PJWM
2126
Philip James Wealth Mangement
Georgia
$450K +$3.49K +9 +0.7%
CCA
2127
Carrera Capital Advisors
Michigan
$449K +$11.6K +30 +2%
MCM
2128
Monarch Capital Management
Indiana
$449K -$31K -80 -6%
CBT
2129
CoreFirst Bank & Trust
Kansas
$448K – – –
CWM
2130
Cordatus Wealth Management
Pennsylvania
$448K – – –
BFG
2131
Beacon Financial Group
Texas
$447K -$43.4K -112 -8%
PFG
2132
Pinnacle Financial Group
Illinois
$447K +$388 +1 +0.1%
SAM
2133
S.A. Mason
Michigan
$447K +$17.5K +45 +4%
TBNY
2134
Trustco Bank (New York)
New York
$447K – – –
GLLW
2135
Graves Light Lenhart Wealth
Virginia
$446K +$388 +1 +0.1%
BSB
2136
Bangor Savings Bank
Maine
$445K +$22.1K +57 +5%
IAP
2137
Indie Asset Partners
Indiana
$444K +$776 +2 +0.2%
CPC
2138
Congress Park Capital
New York
$443K -$97K -250 -17%
RCG
2139
Regatta Capital Group
California
$442K -$15.9K -41 -3%
OPTFSNA
2140
Old Point Trust & Financial Services N A
Virginia
$441K – – –
AFPL
2141
Advus Financial Partners, LLC
Florida
$441K +$60.5K +156 +15%
TWM
2142
TCFG Wealth Management
California
$440K -$9.7K -25 -2%
PWM
2143
Pines Wealth Management
North Carolina
$439K +$485K +1,251 New
MAWA
2144
Moss Adams Wealth Advisors
Washington
$438K +$41.1K +106 +10%
GP
2145
Greenline Partners
New York
$437K – – –
PWM
2146
Prentice Wealth Management
New York
$437K +$44.2K +114 +10%
BTW
2147
Boston Trust Walden
Massachusetts
$437K -$11.6K -30 -2%
CWA
2148
CJM Wealth Advisers
Virginia
$436K +$388 +1 +0.1%
MWM
2149
Mindset Wealth Management
Indiana
$436K +$32.2K +83 +7%
MJRIC
2150
Mogy Joel R Investment Counsel
California
$435K -$40.3K -104 -8%
84 85
86
87 88