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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
2301
Keebeck Wealth Management
Illinois
$460K +$32K +75 +8%
OP
2302
ORG Partners
Indiana
$459K +$149K +350 +57%
HFP
2303
Holistic Financial Partners
Indiana
$458K +$42.3K +99 +11%
SLG
2304
Stanley-Laman Group
Pennsylvania
$458K +$410K +960 New
VCM
2305
Virtue Capital Management
Tennessee
$457K +$329K +770 +53%
RA
2306
Rockingstone Advisors
Massachusetts
$456K -$162K -380 -28%
CWG
2307
Crown Wealth Group
North Carolina
$455K +$48.2K +113 +13%
LA
2308
Legacy Advisors
Pennsylvania
$455K +$407K +953 New
FCT
2309
First Community Trust
Iowa
$454K -$42.3K -99 -9%
WTB
2310
Washington Trust Bank
Washington
$454K -$9.39K -22 -2%
AFM
2311
Abbot Financial Management
Massachusetts
$453K – – –
AIP
2312
Almanack Investment Partners
Pennsylvania
$452K -$2.03M -4,761 -83%
CIC
2313
Chase Investment Counsel
Virginia
$451K +$56.8K +133 +16%
HWAM
2314
Hennion & Walsh Asset Management
New Jersey
$449K +$55.1K +129 +16%
PS
2315
Planned Solutions
California
$449K +$126K +296 +46%
LEA
2316
Legacy Edge Advisors
New York
$447K +$59.8K +140 +18%
CAM
2317
Concorde Asset Management
Michigan
$447K +$391K +917 New
BFG
2318
Bouchey Financial Group
New York
$447K – – –
SEP
2319
Southland Equity Partners
Missouri
$447K +$2.99K +7 +0.8%
FUBT
2320
First United Bank & Trust
Maryland
$446K – – –
WI
2321
Wedgewood Investors
Pennsylvania
$445K – – –
JCM
2322
Jag Capital Management
Missouri
$444K -$63.2K -148 -14%
WIM
2323
Westside Investment Management
California
$444K +$61.5K +144 +18%
AIFAIM
2324
American Institute for Advanced Investment Management
Arizona
$444K – – –
BA
2325
Ballew Advisors
Mississippi
$443K -$3.84K -9 -1%
91 92
93
94 95