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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
2326
Clarendon Private
Massachusetts
$346K +$370K +953 New
JF
2327
JSF Financial
California
$345K +$124K +320 +51%
CVA
2328
Central Valley Advisors
California
$345K +$23.3K +60 +7%
MVA
2329
Mount Vernon Associates
Maryland
$345K – – –
HFS
2330
Heritage Financial Services
Massachusetts
$345K +$16.3K +42 +5%
FUBT
2331
First United Bank & Trust
Maryland
$345K -$12.8K -33 -3%
AFM
2332
Abbot Financial Management
Massachusetts
$345K – – –
DOA
2333
D'Orazio & Associates
Virginia
$344K +$40.3K +104 +12%
R
2334
Rebalance
California
$344K +$47.3K +122 +15%
KFGK
2335
Keystone Financial Group (Kentucky)
Kentucky
$343K +$388 +1 +0.1%
3F
2336
360 Financial
Minnesota
$343K – – –
BBNB
2337
Baker Boyer National Bank
Washington
$343K – – –
CF
2338
Cyr Financial
Illinois
$341K +$365K +941 New
WDG
2339
Wealth Dimensions Group
Ohio
$341K +$61.7K +159 +20%
HCA
2340
Horan Capital Advisors
Ohio
$341K – – –
HB
2341
HTLF Bank
Colorado
$341K -$97.7K -252 -21%
MCA
2342
Magnolia Capital Advisors
Mississippi
$341K +$42.3K +109 +13%
KCFA
2343
Key Client Fiduciary Advisors
New Jersey
$341K +$16.7K +43 +5%
BPW
2344
Bingham Private Wealth
California
$340K +$364K +938 New
WMN
2345
Wealth Management Nebraska
Nebraska
$340K +$363K +937 New
WI
2346
Wedgewood Investors
Pennsylvania
$338K – – –
SPWG
2347
Syntegra Private Wealth Group
Missouri
$338K +$361K +932 New
TIM
2348
Tortoise Investment Management
New York
$338K -$70.6K -182 -16%
MS
2349
Maven Securities
Jersey
$337K -$126K -325 -26%
CWM
2350
Centric Wealth Management
Illinois
$336K -$1.94K -5 -0.5%
92 93
94
95 96