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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AT
2476
American Trust
Kentucky
$284K -$23.3K -60 -7%
PSP
2477
Principal Street Partners
Tennessee
$284K +$22.1K +57 +8%
PWP
2478
Phillips Wealth Planners
Mississippi
$284K -$9.7K -25 -3%
HFRG
2479
Houlihan Financial Resource Group
Virginia
$283K +$9.7K +25 +3%
SHF
2480
Safe Harbor Fiduciary
Florida
$282K – – –
BSSFA
2481
Baron Silver Stevens Financial Advisors
Florida
$280K +$300K +773 New
CCB
2482
Cutter & Co Brokerage
Missouri
$280K – – –
SHGA
2483
Sand Hill Global Advisors
California
$280K – – –
HFP
2484
Holistic Financial Partners
Indiana
$280K +$776 +2 +0.3%
UFF
2485
USA Financial Formulas
Michigan
$280K -$35.3K -91 -11%
HCP
2486
Holt Capital Partners
Texas
$279K – – –
LFS
2487
Leibman Financial Services
Nebraska
$279K +$10.1K +26 +3%
TC
2488
TFR Capital
Texas
$279K +$298K +768 New
BBI
2489
Baxter Bros Inc
Connecticut
$278K – – –
AF
2490
Atala Financial
California
$278K +$297K +765 New
ICM
2491
Intrepid Capital Management
Florida
$277K – – –
MLFP
2492
MPS Loria Financial Planners
Illinois
$277K +$1.16K +3 +0.4%
BOPW
2493
Brandywine Oak Private Wealth
Pennsylvania
$276K +$388 +1 +0.1%
PSFG
2494
Park Square Financial Group
Georgia
$275K +$294K +758 New
ACP
2495
Arcus Capital Partners
Georgia
$275K -$1.16K -3 -0.4%
PGWM
2496
Parisi Gray Wealth Management
New Jersey
$275K – – –
DHC
2497
Drum Hill Capital
Connecticut
$274K +$293K +755 New
MCP
2498
Mirador Capital Partners
California
$274K -$5.82K -15 -2%
GPI
2499
General Partner Inc
Pennsylvania
$273K – – –
ERWM
2500
Elk River Wealth Management
Colorado
$272K – – –
98 99
100
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