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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
2151
Bridge Advisory
California
$225K +$2.44K +9 +1%
AWCI
2152
Alpine Woods Capital Investors
New York
$224K – – –
SB
2153
Sunflower Bank
Texas
$224K -$22.8K -84 -9%
CAM
2154
Concorde Asset Management
Michigan
$223K -$53.2K -196 -19%
CCM
2155
Carlson Capital Management
Minnesota
$223K +$221K +816 New
BDA
2156
Borer Denton & Associates
Pennsylvania
$222K +$220K +812 New
AWM
2157
Aprio Wealth Management
Georgia
$221K +$220K +810 New
GS
2158
GTS Securities
Florida
$221K -$469K -1,730 -68%
JSL
2159
JT Stratford LLC
Georgia
$221K -$5.97K -22 -3%
PCMM
2160
Piedmont Capital Management (Montana)
Montana
$221K +$219K +808 New
KFGK
2161
Keystone Financial Group (Kentucky)
Kentucky
$221K +$219K +808 New
CCT
2162
Capital City Trust
Florida
$220K -$10.9K -40 -5%
APW
2163
Axim Planning & Wealth
Ohio
$218K +$217K +800 New
SSG
2164
Summit Securities Group
New York
$218K -$288K -1,061 -57%
EFM
2165
E Fund Management
China
$218K -$17.4K -64 -7%
DOA
2166
D'Orazio & Associates
Virginia
$218K +$216K +797 New
PB
2167
Pinnacle Bancorp
Nebraska
$218K – – –
LPAM
2168
Lodestar Private Asset Management
California
$217K +$216K +795 New
CF
2169
Clarity Financial
Texas
$216K +$215K +793 New
IWP
2170
Icon Wealth Partners
Texas
$216K -$1.08K -4 -0.5%
MP
2171
McDonald Partners
Ohio
$216K +$215K +791 New
LC
2172
Lavaca Capital
Texas
$216K -$14.9K -55 -7%
WIM
2173
Westside Investment Management
California
$215K +$21.7K +80 +11%
OCPWS
2174
One Charles Private Wealth Services
Massachusetts
$215K +$214K +788 New
HAS
2175
Holland Advisory Services
Florida
$215K +$214K +787 New
85 86
87
88 89