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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MYLI
2226
Meiji Yasuda Life Insurance
Japan
$727K +$705K +1,269 New
MBWA
2227
Marin Bay Wealth Advisors
California
$726K +$704K +1,267 New
OPTFSNA
2228
Old Point Trust & Financial Services N A
Virginia
$726K -$27.8K -50 -4%
BW
2229
Basepoint Wealth
Iowa
$724K -$60K -108 -8%
OLA
2230
Oliver Luxxe Assets
New Jersey
$724K -$124K -223 -15%
BAG
2231
Bridgewealth Advisory Group
California
$723K +$1.67K +3 +0.2%
TA
2232
TFB Advisors
Kansas
$722K -$50.6K -91 -7%
LBC
2233
Leigh Baldwin & Co
New York
$722K +$120K +216 +21%
FNT
2234
First Nebraska Trust
Nebraska
$720K – – –
CF
2235
Convergence Financial
Missouri
$719K +$8.89K +16 +1%
CSPIA
2236
Cary Street Partners Investment Advisory
Virginia
$716K +$28.3K +51 +4%
EAM
2237
Evanson Asset Management
California
$716K – – –
TAM
2238
Townsend Asset Management
North Carolina
$716K – – –
VIP
2239
Vista Investment Partners
Oklahoma
$715K -$3.89K -7 -0.6%
LFASL
2240
Lugano Financial Advisors SA (LFA)
Switzerland
$714K – – –
WIM
2241
Warwick Investment Management
Texas
$714K +$6.67K +12 +1%
WETS
2242
Wealth Enhancement Trust Services
South Dakota
$714K +$693K +1,246 New
VCM
2243
Virtue Capital Management
Tennessee
$713K -$566K -1,019 -46%
FFL
2244
Future Fund LLC
Illinois
$713K -$474K -852 -41%
GP
2245
Greenline Partners
New York
$712K – – –
LA
2246
LVW Advisors
New York
$710K -$225K -404 -25%
PWM
2247
Parkway Wealth Management
Texas
$710K +$689K +1,239 New
MCM
2248
Monarch Capital Management
Indiana
$709K – – –
API
2249
Asset Planning Inc
California
$707K +$1.11K +2 +0.2%
JF
2250
Joule Financial
Kentucky
$707K +$2.22K +4 +0.3%
88 89
90
91 92