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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SLC
2476
Second Line Capital
Louisiana
$1.04M -$58K -66 -6%
BBA
2477
Braun-Bostich & Associates
Pennsylvania
$1.03M -$182K -207 -18%
HIS
2478
Harvest Investment Services
Illinois
$1.03M +$249K +284 +41%
BPC
2479
Bearing Point Capital
Minnesota
$1.03M +$18.4K +21 +2%
TIC
2480
TriCert Investment Counsel
$1.03M +$849K +967 New
DG
2481
Dala Group
Illinois
$1.03M -$66.8K -76 -7%
HP
2482
Holistic Planning
Texas
$1.03M +$66.8K +76 +9%
PWA
2483
Physician Wealth Advisors
Utah
$1.03M +$48.3K +55 +6%
SPW
2484
Signet Private Wealth
Illinois
$1.02M +$41.3K +47 +5%
MWP
2485
Meredith Wealth Planning
Illinois
$1.02M -$19.3K -22 -2%
LPAM
2486
Lodestar Private Asset Management
California
$1.02M -$57.1K -65 -6%
SG
2487
Sienna Gestion
France
$1.02M +$854K +972 New
LCM
2488
Laurion Capital Management
New York
$1.01M -$11.9M -13,549 -93%
AFM
2489
Abbot Financial Management
Massachusetts
$1.01M – – –
RMC
2490
Ring Mountain Capital
California
$1.01M +$5.27K +6 +0.6%
WI
2491
Wedgewood Investors
Pennsylvania
$1.01M +$13.2K +15 +2%
STA
2492
Smith Thornton Advisors
Alabama
$1.01M +$162K +184 +21%
ACA
2493
Arsenal Capital Advisors
Pennsylvania
$1.01M -$83.5K -95 -9%
PWP
2494
Ponta Wealth Partners
Florida
$1M +$243K +277 +42%
SSA
2495
South Street Advisors
New York
$1M – – –
GSIAS
2496
Garden State Investment Advisory Services
New Jersey
$1M -$58.9K -67 -7%
WAM
2497
WNY Asset Management
New York
$999K +$15.8K +18 +2%
SAM
2498
Smithbridge Asset Management
Pennsylvania
$999K – – –
TFIPS
2499
Towarzystwo Funduszy Inwestycyjnych PZU SA
$998K +$103K +117 +14%
SAM
2500
Sagewood Asset Management
New York
$998K +$423K +482 +106%
98 99
100
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