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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
OPTFSNA
2126
Old Point Trust & Financial Services N A
Virginia
$401K – – –
MFS
2127
Miller Financial Services
Michigan
$401K -$508K -1,426 -54%
MCM
2128
Manchester Capital Management
Vermont
$401K +$75.2K +211 +21%
TW
2129
Traveka Wealth
California
$401K -$12.8K -36 -3%
HCM
2130
Hollencrest Capital Management
California
$398K +$2.85K +8 +0.7%
FNT
2131
First Nebraska Trust
Nebraska
$398K +$17.8K +50 +4%
IIC
2132
Integrated Investment Consultants
Michigan
$397K +$1.78K +5 +0.4%
BTW
2133
Boston Trust Walden
Massachusetts
$397K – – –
MWM
2134
Mindset Wealth Management
Indiana
$396K +$356 +1 +0.1%
CWA
2135
CJM Wealth Advisers
Virginia
$396K – – –
FBC
2136
Fairfield, Bush & Co
Connecticut
$396K -$119K -334 -22%
MJRIC
2137
Mogy Joel R Investment Counsel
California
$396K – – –
GHAM
2138
Gilman Hill Asset Management
Connecticut
$395K – – –
GF
2139
Gries Financial
Ohio
$395K +$50.9K +143 +14%
FOA
2140
Five Oceans Advisors
California
$395K +$1.78K +5 +0.4%
MAWA
2141
Moss Adams Wealth Advisors
Washington
$395K -$3.92K -11 -0.9%
DIA
2142
Davidson Investment Advisors
Montana
$395K – – –
MFP
2143
Meridian Financial Partners
Virginia
$394K +$71.2K +200 +20%
DWM
2144
Destination Wealth Management
California
$394K +$161K +453 +61%
HBFP
2145
Henderson Brothers Financial Partners
Pennsylvania
$394K +$245K +687 New
LAMC
2146
Longview Asset Management (California)
California
$392K -$126K -355 -23%
WKSWA
2147
White Knight Strategic Wealth Advisors
New Jersey
$392K +$424K +1,190 New
TSMHT
2148
Thurston Springer Miller Herd & Titak
Indiana
$392K +$22.8K +64 +6%
JSL
2149
JT Stratford LLC
Georgia
$391K -$1.8M -5,057 -81%
HIM
2150
Hanlon Investment Management
New Jersey
$391K +$5.7K +16 +1%
84 85
86
87 88