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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AFM
2326
Abbot Financial Management
Massachusetts
$369K – – –
MCA
2327
Magnolia Capital Advisors
Mississippi
$368K +$20K +60 +7%
VFP
2328
Verus Financial Partners
Virginia
$368K – – –
SCP
2329
Sivia Capital Partners
California
$368K -$68K -204 -18%
ORC
2330
O'Rourke & Company
Massachusetts
$367K +$667 +2 +0.2%
3F
2331
360 Financial
Minnesota
$367K – – –
GM
2332
GeoWealth Management
Illinois
$366K -$654K -1,963 -68%
ECML
2333
Eagle Capital Management (Louisiana)
Louisiana
$365K – – –
MSWM
2334
Master's Wealth Management
Pennsylvania
$364K -$39K -117 -11%
CTI
2335
Community Trust & Investment
Kentucky
$364K -$27.3K -82 -8%
ATC
2336
Advantage Trust Company
Kansas
$364K +$123K +370 +65%
BFG
2337
Bouchey Financial Group
New York
$363K +$46.3K +139 +17%
JJBC
2338
James J. Burns & Company
New York
$363K +$8K +24 +3%
FUBT
2339
First United Bank & Trust
Maryland
$363K -$5K -15 -2%
WI
2340
Wedgewood Investors
Pennsylvania
$362K – – –
AIFAIM
2341
American Institute for Advanced Investment Management
Arizona
$361K -$25K -75 -7%
GDP
2342
Great Diamond Partners
Maine
$361K +$310K +930 New
SEP
2343
Southland Equity Partners
Missouri
$361K +$10K +30 +3%
CA
2344
Crane Advisory
California
$360K -$42.7K -128 -13%
CWR
2345
Chico Wealth RIA
California
$359K +$59K +177 +24%
HKIMG
2346
Hutchens & Kramer Investment Management Group
Indiana
$359K -$3.33K -10 -1%
SFC
2347
Strategic Financial Concepts
Texas
$359K +$66.7K +200 +28%
MF
2348
Manchester Financial
California
$359K – – –
UCB
2349
United Community Bank
South Carolina
$358K -$46.3K -139 -13%
ACA
2350
Anchor Capital Advisors
Massachusetts
$358K – – –
92 93
94
95 96