CATERPILLAR INC
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| COUNTRY TRUST BANK | 72,426 | 78,146 | +5,720 | 0.98 | 1.46 | +0.48 | buy |
| Bath Savings Trust Co | 3,185 | 3,888 | +703 | 0.24 | 0.43 | +0.19 | buy |
| Towerpoint Wealth, LLC | 327 | 872 | +545 | 0.09 | 0.32 | +0.23 | buy |
| GREENLEAF TRUST | 15,961 | 16,415 | +454 | 0.11 | 0.17 | +0.06 | buy |
| Independence Bank of Kentucky | 2,372 | 2,623 | +251 | 0.21 | 0.31 | +0.10 | buy |
| Sound Income Strategies, LLC | 3,026 | 3,182 | +156 | 0.11 | 0.15 | +0.05 | buy |
| Chesley Taft & Associates LLC | 2,363 | 2,484 | +121 | 0.07 | 0.10 | +0.03 | buy |
| 180 WEALTH ADVISORS, LLC | 4,179 | 4,293 | +114 | 0.34 | 0.46 | +0.12 | buy |
| Ballast, Inc. | 3,781 | 3,881 | +100 | 0.62 | 0.78 | +0.16 | buy |
| Certified Advisory Corp | 795 | 882 | +87 | 0.05 | 0.08 | +0.03 | buy |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1,555 | 1,573 | +18 | 0.23 | 0.30 | +0.07 | buy |
| Vigilare Wealth Management | 811 | 821 | +10 | 0.19 | 0.27 | +0.07 | buy |
| Stewardship Advisors, LLC | 333 | 330 | -3 | 0.05 | 0.07 | +0.02 | sell |
| Ifrah Financial Services, Inc. | 565 | 560 | -5 | 0.11 | 0.15 | +0.04 | sell |
| Nova R Wealth, Inc. | 596 | 583 | -13 | 0.13 | 0.18 | +0.05 | sell |
| Uncommon Cents Investing LLC | 3,381 | 3,359 | -22 | 0.56 | 0.78 | +0.22 | sell |
| FIRST UNITED BANK & TRUST | 923 | 893 | -30 | 0.21 | 0.27 | +0.06 | sell |
| Clarus Wealth Advisors | 2,074 | 1,974 | -100 | 0.64 | 0.72 | +0.08 | sell |
| G&S Capital LLC | 4,498 | 4,359 | -139 | 1.12 | 1.35 | +0.23 | sell |
| Congress Park Capital LLC | 1,585 | 1,215 | -370 | 0.34 | 0.35 | +0.00 | sell |
| AMERICAN NATIONAL BANK & TRUST | 27,189 | 26,712 | -477 | 1.84 | 2.43 | +0.59 | sell |
| SUMMITRY LLC | 20,310 | 19,781 | -529 | 0.51 | 0.69 | +0.19 | sell |
| CENTRAL BANK & TRUST CO | 19,753 | 19,031 | -722 | 2.20 | 2.87 | +0.67 | sell |
| CUMBERLAND ADVISORS INC | 9,500 | 8,640 | -860 | 2.63 | 3.24 | +0.61 | sell |
| Paradiem, LLC | 24,303 | 15,910 | -8,393 | 3.79 | 3.65 | -0.14 | sell |
| Allied Investment Advisors, LLC | 38,736 | 20,083 | -18,653 | 3.93 | 2.69 | -1.25 | sell |