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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PGWM
2476
Parisi Gray Wealth Management
New Jersey
$366K -$4.7K -11 -1%
MCM
2477
Maple Capital Management
Vermont
$365K +$9.39K +22 +3%
AF
2478
Atala Financial
California
$365K – – –
MWM
2479
MBE Wealth Management
Wisconsin
$365K -$4.7K -11 -1%
RGC
2480
Roberts, Glore & Co
Illinois
$365K +$21.3K +50 +7%
ICM
2481
Intrepid Capital Management
Florida
$364K – – –
CFP
2482
Cascade Financial Partners
California
$363K – – –
DDC
2483
DF Dent & Co
Maryland
$363K -$118K -276 -27%
TBT
2484
Texas Bank & Trust
Texas
$363K +$14.5K +34 +5%
CRWM
2485
Castle Rock Wealth Management
California
$362K +$1.71K +4 +0.5%
FWP
2486
Fiduciary Wealth Partners
Massachusetts
$362K +$15.8K +37 +5%
FWWM
2487
Fiscal Wisdom Wealth Management
Connecticut
$361K +$300K +703 New
SAM
2488
Secure Asset Management
Michigan
$361K +$854 +2 +0.3%
AT
2489
Arlington Trust
Alabama
$361K -$427 -1 -0.1%
DHC
2490
Drum Hill Capital
Connecticut
$360K – – –
RC
2491
Rovin Capital
Arizona
$360K +$58.9K +138 +22%
DWP
2492
Destiny Wealth Partners
Florida
$360K +$322K +754 New
PMG
2493
Private Management Group
California
$360K – – –
GPI
2494
General Partner Inc
Pennsylvania
$359K – – –
KWA
2495
Kondo Wealth Advisors
California
$359K +$5.98K +14 +2%
NWA
2496
New World Advisors
Massachusetts
$359K +$37.6K +88 +13%
MVA
2497
Mount Vernon Associates
Maryland
$358K -$85.4K -200 -21%
PP
2498
Pingora Partners
Wyoming
$358K – – –
WSCM
2499
Wellington Shields Capital Management
New York
$358K – – –
ERWM
2500
Elk River Wealth Management
Colorado
$358K – – –
98 99
100
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