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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
2326
Hengehold Capital Management
Ohio
$828K +$45.7K +66 +6%
UCB
2327
United Community Bank
South Carolina
$826K +$3.46K +5 +0.4%
SCM
2328
Sunbeam Capital Management
Georgia
$825K +$9K +13 +1%
BWM
2329
BankPlus Wealth Management
Mississippi
$824K -$167K -241 -17%
OA
2330
Oasis Advisors
Iowa
$823K +$801K +1,157 New
PWM
2331
Parkway Wealth Management
Texas
$821K -$135K -195 -16%
BF
2332
Brogan Financial
Tennessee
$821K -$24.2K -35 -3%
AP
2333
Anchyra Partners
Georgia
$821K +$57.5K +83 +8%
CWR
2334
Chico Wealth RIA
California
$820K +$2.77K +4 +0.3%
SGFG
2335
Silver Grove Financial Group
New York
$820K +$801K +1,157 New
WP
2336
WealthShield Partners
North Carolina
$818K +$13.9K +20 +2%
FWM
2337
Fingerlakes Wealth Management
New York
$817K -$9.7K -14 -1%
LWM
2338
Liberty Wealth Management
California
$817K -$163K -235 -17%
SC
2339
Schulhoff & Co
Ohio
$816K -$28.4K -41 -3%
ABLA
2340
Alan B. Lancz & Associates
Ohio
$815K – – –
EFSCE
2341
Enterprise Financial Services Corp (EFSC)
Missouri
$813K -$9K -13 -1%
LAM
2342
Lakewood Asset Management
Illinois
$811K -$19.4K -28 -2%
MFG
2343
Monte Financial Group
Connecticut
$811K -$24.9K -36 -3%
BBNB
2344
Baker Boyer National Bank
Washington
$811K – – –
NAM
2345
NTV Asset Management
West Virginia
$811K -$4.85K -7 -0.6%
DQRIM
2346
Dale Q Rice Investment Management
Washington
$810K +$139K +200 +21%
FI
2347
Finivi Inc
Massachusetts
$809K -$104K -150 -12%
PPWM
2348
Paragon Private Wealth Management
Kentucky
$807K +$102K +147 +15%
LAMC
2349
Longview Asset Management (California)
California
$806K – – –
CMP
2350
Christine Messmer PC
Pennsylvania
$805K +$1.39K +2 +0.2%
92 93
94
95 96