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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
2476
Atala Financial
California
$365K – – –
MWM
2477
MBE Wealth Management
Wisconsin
$365K -$4.7K -11 -1%
RGC
2478
Roberts, Glore & Co
Illinois
$365K +$21.3K +50 +7%
ICM
2479
Intrepid Capital Management
Florida
$364K – – –
CFP
2480
Cascade Financial Partners
California
$363K – – –
DDC
2481
DF Dent & Co
Maryland
$363K -$118K -276 -27%
TBT
2482
Texas Bank & Trust
Texas
$363K +$14.5K +34 +5%
CRWM
2483
Castle Rock Wealth Management
California
$362K +$1.71K +4 +0.5%
FWP
2484
Fiduciary Wealth Partners
Massachusetts
$362K +$15.8K +37 +5%
FWWM
2485
Fiscal Wisdom Wealth Management
Connecticut
$361K +$300K +703 New
SAM
2486
Secure Asset Management
Michigan
$361K +$854 +2 +0.3%
AT
2487
Arlington Trust
Alabama
$361K -$427 -1 -0.1%
DHC
2488
Drum Hill Capital
Connecticut
$360K – – –
RC
2489
Rovin Capital
Arizona
$360K +$58.9K +138 +22%
DWP
2490
Destiny Wealth Partners
Florida
$360K +$322K +754 New
PMG
2491
Private Management Group
California
$360K – – –
GPI
2492
General Partner Inc
Pennsylvania
$359K – – –
KWA
2493
Kondo Wealth Advisors
California
$359K +$5.98K +14 +2%
NWA
2494
New World Advisors
Massachusetts
$359K +$37.6K +88 +13%
MVA
2495
Mount Vernon Associates
Maryland
$358K -$85.4K -200 -21%
PP
2496
Pingora Partners
Wyoming
$358K – – –
WSCM
2497
Wellington Shields Capital Management
New York
$358K – – –
ERWM
2498
Elk River Wealth Management
Colorado
$358K – – –
AGWCA
2499
Annis Gardner Whiting Capital Advisors
Florida
$358K -$39.3K -92 -11%
HC
2500
Hourglass Capital
Texas
$356K – – –
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