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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
2301
Strategic Wealth Partners
Ohio
$1.21M -$37.8K -43 -4%
LTAS
2302
Linden Thomas Advisory Services
North Carolina
$1.21M +$9.66K +11 +1%
BWM
2303
BankPlus Wealth Management
Mississippi
$1.21M -$22K -25 -2%
LCM
2304
Legato Capital Management
California
$1.21M +$239K +272 +31%
FAL
2305
Focused Alpha LLC
Colorado
$1.21M -$316K -360 -24%
MQWP
2306
Morey & Quinn Wealth Partners
Nebraska
$1.21M – – –
CIC
2307
Chase Investment Counsel
Virginia
$1.2M -$275K -313 -22%
VP
2308
Verum Partners
North Carolina
$1.2M +$22K +25 +2%
SCI
2309
Silver Coast Investments
United States
$1.2M -$119K -136 -11%
NAMNJ
2310
NorthStar Asset Management (New Jersey)
New Jersey
$1.2M -$5.27K -6 -0.5%
SC
2311
Schulhoff & Co
Ohio
$1.2M -$22K -25 -2%
GLLW
2312
Graves Light Lenhart Wealth
Virginia
$1.2M -$69.4K -79 -7%
AFM
2313
Armstrong Fleming & Moore
District of Columbia
$1.2M – – –
DQRIM
2314
Dale Q Rice Investment Management
Washington
$1.19M -$19.3K -22 -2%
OPTFSNA
2315
Old Point Trust & Financial Services N A
Virginia
$1.19M – – –
SCM
2316
Spring Capital Management
Texas
$1.19M – – –
SPWM
2317
Spartan Planning & Wealth Management
North Carolina
$1.19M -$64.1K -73 -6%
LAM
2318
Lakewood Asset Management
Illinois
$1.19M -$22.8K -26 -2%
ISWM
2319
Independent Solutions Wealth Management
New York
$1.19M -$87.8K -100 -8%
EW
2320
Expressive Wealth
Illinois
$1.19M -$15.8K -18 -2%
GRR
2321
Golden Reserve Retirement
Ohio
$1.19M +$539K +614 +122%
CT
2322
Chicago Trust
Illinois
$1.19M – – –
TWM
2323
Tripletail Wealth Management
Florida
$1.18M -$33.4K -38 -3%
FCM
2324
Firestone Capital Management
Florida
$1.18M -$4.39K -5 -0.4%
SB
2325
Sunflower Bank
Texas
$1.18M -$6.15K -7 -0.6%
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