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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
2326
Fiduciary Financial Group
California
$650K +$11.1K +20 +2%
AAS
2327
Annex Advisory Services
Wisconsin
$649K +$6.11K +11 +1%
BTW
2328
Boston Trust Walden
Massachusetts
$647K -$32.8K -59 -5%
VCM
2329
Voleon Capital Management
California
$647K -$4.85M -8,726 -89%
AWC
2330
Adamsbrown Wealth Consultants
Kansas
$645K +$3.33K +6 +0.5%
CCG
2331
Coastwise Capital Group
California
$645K -$23.3K -42 -4%
KCM
2332
Kornitzer Capital Management
Kansas
$645K -$8.89K -16 -1%
LWM
2333
LJI Wealth Management
Indiana
$645K +$42.2K +76 +7%
AFM
2334
Armstrong Fleming & Moore
District of Columbia
$644K -$33.3K -60 -5%
GXJ
2335
Global X Japan
Japan
$643K -$170K -306 -21%
SCM
2336
Spring Capital Management
Texas
$642K – – –
GCA
2337
Gradient Capital Advisors
California
$641K -$2.78K -5 -0.4%
TVAMP
2338
Tennessee Valley Asset Management Partners
Tennessee
$641K -$35K -63 -5%
BMWS
2339
Brady Martz Wealth Solutions
North Dakota
$641K +$358K +644 +136%
CT
2340
Chicago Trust
Illinois
$641K -$55.6K -100 -8%
RCG
2341
Regatta Capital Group
California
$640K -$5.56K -10 -0.9%
LWANC
2342
Laurel Wealth Advisors (North Carolina)
North Carolina
$640K – – –
AFPL
2343
Advus Financial Partners, LLC
Florida
$639K -$78.4K -141 -11%
ECM
2344
Elgethun Capital Management
South Dakota
$638K +$41.7K +75 +7%
FFA
2345
Fragasso Financial Advisors
Pennsylvania
$637K +$41.7K +75 +7%
MA
2346
Maxele Advisors
Missouri
$636K -$5K -9 -0.8%
FCM
2347
Firestone Capital Management
Florida
$634K +$556 +1 +0.1%
VIPI
2348
Vista Investment Partners II
Indiana
$634K -$18.3K -33 -3%
LIA
2349
Lynx Investment Advisory
District of Columbia
$632K +$33.3K +60 +6%
HCM
2350
Hengehold Capital Management
Ohio
$632K – – –
92 93
94
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