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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
2301
Arcus Capital Partners
Georgia
$316K +$73.7K +207 +28%
MG
2302
Marex Group
$315K -$196K -550 -37%
IWA
2303
Inspirion Wealth Advisors
Illinois
$314K +$114K +321 +51%
DBRC
2304
D.B. Root & Company
Pennsylvania
$314K -$2.49K -7 -0.7%
WG
2305
Winton Group
United Kingdom
$313K -$136K -382 -29%
AFM
2306
Abbot Financial Management
Massachusetts
$313K – – –
FUBT
2307
First United Bank & Trust
Maryland
$313K – – –
MVA
2308
Mount Vernon Associates
Maryland
$313K – – –
ASBI
2309
American State Bank (Iowa)
Iowa
$312K +$14.2K +40 +4%
AF
2310
Apexium Financial
Texas
$312K -$10.7K -30 -3%
3F
2311
360 Financial
Minnesota
$312K – – –
KCFA
2312
Key Client Fiduciary Advisors
New Jersey
$312K +$2.14K +6 +0.6%
ORC
2313
O'Rourke & Company
Massachusetts
$311K +$8.9K +25 +3%
DA
2314
Dover Advisors
Virginia
$311K +$82.3K +231 +32%
AP
2315
Adero Partners
California
$311K +$18.2K +51 +6%
CF
2316
Cyr Financial
Illinois
$311K +$712 +2 +0.2%
1IA
2317
1620 Investment Advisors
Massachusetts
$311K -$5.7K -16 -2%
ECML
2318
Eagle Capital Management (Louisiana)
Louisiana
$310K +$107K +300 +47%
ECM
2319
Exchange Capital Management
Michigan
$309K -$17.1K -48 -5%
MPM
2320
MBB Public Markets
Illinois
$309K +$334K +937 New
WI
2321
Wedgewood Investors
Pennsylvania
$308K – – –
CNC
2322
Citizens & Northern Corp
Pennsylvania
$307K +$2.49K +7 +0.8%
BPW
2323
Bingham Private Wealth
California
$307K -$2.85K -8 -0.9%
LWM
2324
Liberty Wealth Management
California
$307K +$12.5K +35 +4%
HKIMG
2325
Hutchens & Kramer Investment Management Group
Indiana
$306K -$16K -45 -5%
91 92
93
94 95