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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
GF
2126
Gries Financial
Ohio
$472K +$6K +18 +2%
TSMHT
2127
Thurston Springer Miller Herd & Titak
Indiana
$472K +$9.67K +29 +2%
SSW
2128
Smith Shellnut Wilson
Mississippi
$472K -$118K -354 -23%
RCG
2129
Regatta Capital Group
California
$470K -$3K -9 -0.7%
MFS
2130
Miller Financial Services
Michigan
$470K -$2.33K -7 -0.6%
MFG
2131
Monte Financial Group
Connecticut
$469K – – –
FNT
2132
First Nebraska Trust
Nebraska
$468K – – –
MWM
2133
Mindset Wealth Management
Indiana
$467K +$667 +2 +0.2%
TWP
2134
Tower Wealth Partners
Pennsylvania
$467K +$28K +84 +8%
CWA
2135
CJM Wealth Advisers
Virginia
$467K +$333 +1 +0.1%
MCM
2136
M1 Capital Management
Michigan
$466K -$53.7K -161 -12%
FBC
2137
Fairfield, Bush & Co
Connecticut
$466K – – –
MJRIC
2138
Mogy Joel R Investment Counsel
California
$466K – – –
FOA
2139
Five Oceans Advisors
California
$466K +$667 +2 +0.2%
IIC
2140
Integrated Investment Consultants
Michigan
$465K -$1.67K -5 -0.4%
GHAM
2141
Gilman Hill Asset Management
Connecticut
$465K – – –
NFC
2142
Northstar Financial Companies
Pennsylvania
$464K -$14.3K -43 -3%
MFP
2143
Meridian Financial Partners
Virginia
$464K – – –
AA
2144
Acorns Advisers
California
$464K +$62K +186 +18%
FPWM
2145
FSB Premier Wealth Management
Iowa
$463K +$8.33K +25 +2%
KFS
2146
Kaizen Financial Strategies
California
$462K -$81.7K -245 -17%
LAMC
2147
Longview Asset Management (California)
California
$462K – – –
BTW
2148
Boston Trust Walden
Massachusetts
$462K -$5K -15 -1%
FWM
2149
Fingerlakes Wealth Management
New York
$461K +$1.33K +4 +0.3%
TCOK
2150
Trust Company of Kansas
Kansas
$460K – – –
84 85
86
87 88