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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
VAM
2126
Verity Asset Management
North Carolina
$817K -$472K -849 -37%
BF
2127
Blankinship & Foster
California
$817K – – –
UWP
2128
Uniting Wealth Partners
Kansas
$816K -$41.1K -74 -5%
GSAM
2129
Grant Street Asset Management
Pennsylvania
$815K +$16.1K +29 +2%
OL
2130
OneFund LLC
Florida
$815K +$38.4K +69 +5%
FDCP
2131
Foster Dykema Cabot & Partners
Massachusetts
$812K -$67.8K -122 -8%
CAM
2132
Clark Asset Management
New Hampshire
$812K +$11.1K +20 +1%
FFA
2133
Fi3 Financial Advisors
Indiana
$811K +$40.6K +73 +5%
VFG
2134
Victory Financial Group
Texas
$810K +$24.5K +44 +3%
CT
2135
Clearstead Trust
Maine
$810K -$45K -81 -5%
LCAM
2136
London & Capital Asset Management
United Kingdom
$809K +$785K +1,413 New
IIL
2137
Income Insurance Ltd
$807K +$783K +1,409 New
HW
2138
HORAN Wealth
Ohio
$805K +$212K +382 +37%
BWM
2139
BankPlus Wealth Management
Mississippi
$804K -$2.78K -5 -0.4%
PVM
2140
Palogic Value Management
Texas
$804K -$2.22K -4 -0.3%
OCBCO
2141
Oversea-Chinese Banking Corp (OCBC)
Singapore
$804K – – –
CFM
2142
Catalyst Funds Management
Australia
$802K -$556K -1,000 -42%
APW
2143
Acima Private Wealth
Virginia
$802K – – –
MCG
2144
McCollum Christoferson Group
New York
$802K – – –
AW
2145
Apricus Wealth
South Carolina
$799K – – –
BWP
2146
Balboa Wealth Partners
Arizona
$797K +$187K +336 +32%
JMFC
2147
J.M. Forbes & Co
Massachusetts
$796K +$62.8K +113 +9%
ESC
2148
Eurizon SLJ Capital
$796K +$773K +1,390 New
LWM
2149
Liberty Wealth Management
California
$795K -$30K -54 -4%
WFA
2150
WJ Financial Advisors
Connecticut
$795K – – –
84 85
86
87 88