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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
2226
PKS Advisory Services
New York
$1.36M +$636K +724 +131%
FFL
2227
Future Fund LLC
Illinois
$1.36M -$417K -475 -27%
SCM
2228
Sunbeam Capital Management
Georgia
$1.35M +$94.9K +108 +9%
FGC
2229
First Growth Capital
Maryland
$1.35M -$24.6K -28 -2%
AFT
2230
Alpha Family Trust
California
$1.35M – – –
RA
2231
Rise Advisors
New York
$1.35M -$9.66K -11 -0.9%
BCA
2232
Bay Capital Advisors
Virginia
$1.35M – – –
FCT
2233
First Community Trust
Iowa
$1.35M +$275K +313 +33%
LA
2234
Legacy Advisors
Pennsylvania
$1.35M +$246K +280 +28%
PVM
2235
Palogic Value Management
Texas
$1.34M -$65.9K -75 -6%
EGWAG
2236
Elwood & Goetz Wealth Advisory Group
Georgia
$1.34M -$92.2K -105 -8%
OL
2237
OneFund LLC
Florida
$1.34M -$23.7K -27 -2%
GI
2238
GLOBALT Investments
Georgia
$1.33M -$878 -1 -0.1%
EF
2239
Evanson Financial
Virginia
$1.33M +$1.1M +1,250 New
CCP
2240
Cane Capital Partners
Louisiana
$1.33M -$107K -122 -9%
YIA
2241
YHB Investment Advisors
Connecticut
$1.33M -$60.6K -69 -5%
OPWM
2242
Oakwell Private Wealth Management
Texas
$1.33M +$740K +842 +208%
APW
2243
Aventura Private Wealth
Florida
$1.32M +$184K +210 +20%
GP
2244
Greenline Partners
New York
$1.32M – – –
MCM
2245
Mengis Capital Management
Oregon
$1.32M -$83.5K -95 -7%
AP
2246
Anchyra Partners
Georgia
$1.32M +$70.3K +80 +7%
MCM
2247
Monarch Capital Management
Indiana
$1.32M – – –
VIP
2248
Vista Investment Partners
Oklahoma
$1.32M -$11.4K -13 -1%
MWS
2249
MFA Wealth Services
California
$1.31M -$58.9K -67 -5%
BSB
2250
Bangor Savings Bank
Maine
$1.31M – – –
88 89
90
91 92