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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
KIA
2151
KLR Investment Advisors
Rhode Island
$341K -$10.9K -34 -3%
SXL
2152
Summit X LLC
Missouri
$341K -$19.2K -60 -6%
TSWM
2153
Tyler-Stone Wealth Management
Ohio
$341K -$15.7K -49 -5%
VCAM
2154
Van Cleef Asset Management
Ohio
$341K -$192K -600 -39%
ATC
2155
Advantage Trust Company
Kansas
$341K – – –
PCMC
2156
Private Capital Management (Colorado)
Colorado
$340K +$70K +219 +31%
1IA
2157
1620 Investment Advisors
Massachusetts
$340K +$27.8K +87 +10%
LPAM
2158
Lodestar Private Asset Management
California
$340K +$31K +97 +12%
CNC
2159
Citizens & Northern Corp
Pennsylvania
$339K – – –
WP
2160
WealthShield Partners
North Carolina
$339K -$32.6K -102 -10%
BC
2161
Bridgefront Capital
Texas
$339K +$295K +924 New
HC
2162
Hamilton Capital
Ohio
$337K -$1.6K -5 -0.5%
ORC
2163
O'Rourke & Company
Massachusetts
$337K +$959 +3 +0.3%
EAM
2164
Empirical Asset Management
Massachusetts
$337K +$1.15M +3,596 +392%
BWA
2165
Beam Wealth Advisors
Louisiana
$337K +$28.8K +90 +11%
RW
2166
Rede Wealth
Virginia
$336K +$39.3K +123 +15%
AM
2167
AGF Management
Ontario, Canada
$336K – – –
RWM
2168
Rockline Wealth Management
New York
$336K – – –
JEST
2169
JTC Employer Solutions Trustee
Jersey
$336K – – –
NAG
2170
Northstar Advisory Group
New Jersey
$336K – – –
VFP
2171
Verus Financial Partners
Virginia
$335K – – –
HIA
2172
HTG Investment Advisors
Connecticut
$335K – – –
HFS
2173
Heritage Financial Services
Massachusetts
$335K +$20.5K +64 +8%
CIC
2174
Chase Investment Counsel
Virginia
$334K – – –
SIA
2175
SeaBridge Investment Advisors
New Jersey
$333K – – –
85 86
87
88 89