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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
2176
Pettee Investors
Connecticut
$333K – – –
ASBI
2177
American State Bank (Iowa)
Iowa
$330K -$135K -421 -32%
BONST
2178
Bank of Nova Scotia Trust
Ontario, Canada
$330K – – –
CCM
2179
Cullen Capital Management
New York
$330K – – –
TWD
2180
True Wealth Design
Ohio
$329K +$206K +646 +255%
CFS
2181
Commonwealth Financial Services
West Virginia
$329K – – –
CWA
2182
CM Wealth Advisors
Ohio
$329K +$304K +950 New
WCFA
2183
Walkner Condon Financial Advisors
Wisconsin
$329K -$1.6K -5 -0.6%
HL
2184
HeadInvest LLC
Maine
$328K -$13.7K -43 -5%
MCM
2185
Maple Capital Management
Vermont
$328K -$10.9K -34 -4%
FFWM
2186
Future Financial Wealth Management
Ohio
$328K – – –
SPA
2187
Sherbrooke Park Advisers
New York
$327K -$722K -2,260 -72%
HI
2188
Hoey Investments
Pennsylvania
$327K +$32K +100 +13%
SEEDPG
2189
S.E.E.D. Planning Group
New York
$327K +$285K +892 New
CVA
2190
Central Valley Advisors
California
$327K -$959 -3 -0.3%
WCM
2191
WealthBridge Capital Management
Ohio
$327K +$959 +3 +0.3%
GHA
2192
GW Henssler & Associates
Georgia
$326K – – –
DA
2193
Drake & Associates
Wisconsin
$326K -$18.5K -58 -6%
BDA
2194
Borer Denton & Associates
Pennsylvania
$326K +$24.9K +78 +10%
CAC
2195
Certified Advisory Corp
Florida
$326K -$17.9K -56 -6%
WDG
2196
Wealth Dimensions Group
Ohio
$326K -$4.16K -13 -1%
MWP
2197
Madison Wealth Partners
Wisconsin
$325K -$12.8K -40 -4%
CCP
2198
Carmel Capital Partners
California
$325K +$4.79K +15 +2%
MA
2199
MJP Associates
Connecticut
$325K +$21.7K +68 +8%
PSCM
2200
Per Stirling Capital Management
Texas
$325K +$4.79K +15 +2%
86 87
88
89 90