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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
2476
Atala Financial
California
$252K – – –
CP
2477
Castleview Partners
Texas
$252K -$131K -368 -33%
FVWA
2478
Foster Victor Wealth Advisors
South Carolina
$252K +$4.27K +12 +1%
USWIA
2479
UP Strategic Wealth Investment Advisors
Pennsylvania
$252K +$39.2K +110 +17%
MME
2480
Meag Munich Ergo
Germany
$252K -$351K -984 -56%
ICM
2481
Intrepid Capital Management
Florida
$252K – – –
FPB
2482
First PREMIER Bank
South Dakota
$251K -$10.7K -30 -4%
DDC
2483
DF Dent & Co
Maryland
$251K -$98.3K -276 -27%
FFA
2484
Florida Financial Advisors
Florida
$249K +$20.3K +57 +8%
PSP
2485
Principal Street Partners
Tennessee
$249K -$10.3K -29 -4%
DHC
2486
Drum Hill Capital
Connecticut
$249K – – –
GPI
2487
General Partner Inc
Pennsylvania
$248K – – –
LFS
2488
Leibman Financial Services
Nebraska
$248K -$6.77K -19 -2%
ERWM
2489
Elk River Wealth Management
Colorado
$247K – – –
PP
2490
Pingora Partners
Wyoming
$247K – – –
CWR
2491
Chico Wealth RIA
California
$247K – – –
HFM
2492
Harvest Fund Management
China
$247K -$719K -2,019 -73%
RWM
2493
Riverbend Wealth Management
South Carolina
$247K +$13.2K +37 +5%
HC
2494
Hourglass Capital
Texas
$246K -$44.5K -125 -14%
HWMG
2495
Hurlow Wealth Management Group
Indiana
$246K – – –
BBI
2496
Baxter Bros Inc
Connecticut
$246K -$7.12K -20 -3%
FDDB
2497
Fidelity D&D Bancorp
Pennsylvania
$245K – – –
TA
2498
TrueWealth Advisors
Alabama
$244K -$16.7K -47 -6%
BP
2499
Broadleaf Partners
Ohio
$244K – – –
GFPC
2500
Global Financial Private Client
Florida
$244K +$4.99K +14 +2%
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