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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FOA
2301
Five Oceans Advisors
California
$673K +$1.11K +2 +0.2%
OIS
2302
Okabena Investment Services
Minnesota
$673K +$41.7K +75 +7%
LAM
2303
Lakewood Asset Management
Illinois
$672K -$351K -632 -35%
EWS
2304
Eagle Wealth Strategies
New Jersey
$671K +$556 +1 +0.1%
ACM
2305
AUA Capital Management
Pennsylvania
$670K – – –
DTC
2306
Davidson Trust Company
Washington
$669K -$52.2K -94 -7%
FWM
2307
Fingerlakes Wealth Management
New York
$669K -$14.5K -26 -2%
BCM
2308
Buckhead Capital Management
Georgia
$667K -$42.2K -76 -6%
UCB
2309
United Community Bank
South Carolina
$665K +$2.78K +5 +0.4%
EFSCE
2310
Enterprise Financial Services Corp (EFSC)
Missouri
$665K -$1.11K -2 -0.2%
FC
2311
Farringdon Capital
United Kingdom
$665K +$645K +1,160 New
KWM
2312
Keebeck Wealth Management
Illinois
$664K +$108K +195 +20%
CWR
2313
Chico Wealth RIA
California
$660K +$14.5K +26 +2%
NAM
2314
NTV Asset Management
West Virginia
$660K +$556 +1 +0.1%
SCM
2315
Sunbeam Capital Management
Georgia
$659K +$2.78K +5 +0.4%
ABLA
2316
Alan B. Lancz & Associates
Ohio
$659K – – –
RWM
2317
Rockline Wealth Management
New York
$658K +$55.6K +100 +10%
BBNB
2318
Baker Boyer National Bank
Washington
$656K +$29.5K +53 +5%
TWP
2319
Triad Wealth Partners
Kansas
$656K +$207K +372 +48%
NAMNJ
2320
NorthStar Asset Management (New Jersey)
New Jersey
$654K -$5K -9 -0.8%
BWM
2321
Birchcreek Wealth Management
Ohio
$652K -$27.8K -50 -4%
LAMC
2322
Longview Asset Management (California)
California
$652K -$28.9K -52 -4%
MSCM
2323
McElhenny Sheffield Capital Management
Texas
$652K -$541K -974 -46%
BOSSRA
2324
B.O.S.S. Retirement Advisors
Utah
$652K +$20K +36 +3%
MQWP
2325
Morey & Quinn Wealth Partners
Nebraska
$650K -$3.33K -6 -0.5%
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