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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MEAC
2426
M.E. Allison & Co
Texas
$328K +$333 +1 +0.1%
DO
2427
denkapparat Operations
Germany
$328K – – –
LPAM
2428
Lodestar Private Asset Management
California
$327K – – –
AGWCA
2429
Annis Gardner Whiting Capital Advisors
Florida
$327K +$36.7K +110 +15%
CWG
2430
Crown Wealth Group
North Carolina
$326K -$8.67K -26 -3%
SSA
2431
South Street Advisors
New York
$326K – – –
NFA
2432
Northwest Financial Advisors
Virginia
$326K -$3.33K -10 -1%
SSC
2433
Syverson Strege & Co
Iowa
$326K +$280K +839 New
TIM
2434
Tortoise Investment Management
New York
$326K +$4K +12 +1%
WCM
2435
WealthBridge Capital Management
Ohio
$326K -$98K -294 -26%
CPL
2436
CAP Partners LLC
Tennessee
$326K +$9.33K +28 +3%
OP
2437
ORG Partners
Indiana
$325K +$13.7K +41 +7%
SBWIC
2438
Schaper Benz & Wise Investment Counsel
Wisconsin
$324K – – –
BFG
2439
Beacon Financial Group
Texas
$324K -$150K -449 -35%
GPWM
2440
Grant Private Wealth Management
California
$324K -$130K -390 -32%
DBRC
2441
D.B. Root & Company
Pennsylvania
$323K -$40K -120 -13%
CP
2442
Castleview Partners
Texas
$323K +$22.3K +67 +9%
JCM
2443
Jacobsen Capital Management
Utah
$323K +$277K +831 New
CWM
2444
ClientFirst Wealth Management
Arkansas
$321K – – –
PWM
2445
Partners Wealth Management
California
$321K – – –
EWA
2446
Encompass Wealth Advisors
Oregon
$320K -$333 -1 -0.1%
AWCI
2447
Alpine Woods Capital Investors
New York
$319K – – –
AT
2448
American Trust
Kentucky
$318K +$273K +820 New
EFG
2449
Embree Financial Group
Illinois
$317K +$57K +171 +26%
FFA
2450
Florida Financial Advisors
Florida
$317K +$19.7K +59 +8%
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98
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