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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BBNB
2301
Baker Boyer National Bank
Washington
$1.23M +$11.4K +13 +1%
QFW
2302
QTR Family Wealth
Florida
$1.23M +$33.4K +38 +3%
MWA
2303
Meridian Wealth Advisors
Texas
$1.23M +$65.9K +75 +7%
BWP
2304
BlueStem Wealth Partners
Minnesota
$1.23M -$45.7K -52 -4%
HVIA
2305
Hudson Valley Investment Advisors
New York
$1.23M -$87.8K -100 -8%
WSFG
2306
Wall Street Financial Group
Illinois
$1.23M +$87.8K +100 +9%
OFG
2307
Oxford Financial Group
Indiana
$1.23M +$344K +392 +52%
FWM
2308
Fingerlakes Wealth Management
New York
$1.23M -$1.76K -2 -0.2%
LI
2309
Lafayette Investments
Maryland
$1.23M -$514K -585 -34%
SMA
2310
Sage Mountain Advisors
Georgia
$1.23M +$590K +672 +140%
NB
2311
Northwest Bancshares
Pennsylvania
$1.22M -$26.4K -30 -3%
ABLA
2312
Alan B. Lancz & Associates
Ohio
$1.22M – – –
TSW
2313
Three Seasons Wealth
Utah
$1.22M -$296K -337 -23%
IIC
2314
Integrated Investment Consultants
Michigan
$1.22M -$114K -130 -10%
MBWA
2315
Marin Bay Wealth Advisors
California
$1.22M -$65K -74 -6%
TGAM
2316
TBH Global Asset Management
Tennessee
$1.21M -$46.6K -53 -4%
SWP
2317
Strategic Wealth Partners
Ohio
$1.21M -$37.8K -43 -4%
LTAS
2318
Linden Thomas Advisory Services
North Carolina
$1.21M +$9.66K +11 +1%
BWM
2319
BankPlus Wealth Management
Mississippi
$1.21M -$22K -25 -2%
LCM
2320
Legato Capital Management
California
$1.21M +$239K +272 +31%
FAL
2321
Focused Alpha LLC
Colorado
$1.21M -$316K -360 -24%
MQWP
2322
Morey & Quinn Wealth Partners
Nebraska
$1.21M – – –
SNBOSCI
2323
Security National Bank of Sioux City Iowa
Iowa
$1.2M +$88.7K +101 +10%
CIC
2324
Chase Investment Counsel
Virginia
$1.2M -$275K -313 -22%
VP
2325
Verum Partners
North Carolina
$1.2M +$22K +25 +2%
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