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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
ERWM
2501
Elk River Wealth Management
Colorado
$272K – – –
MCA
2502
Millennium Capital Advisors
Arkansas
$272K – – –
PP
2503
Pingora Partners
Wyoming
$272K – – –
WIM
2504
Westside Investment Management
California
$272K – – –
CWR
2505
Chico Wealth RIA
California
$272K -$64.4K -166 -18%
MHC
2506
May Hill Capital
Massachusetts
$272K +$290K +749 New
HWMG
2507
Hurlow Wealth Management Group
Indiana
$271K – – –
AGWCA
2508
Annis Gardner Whiting Capital Advisors
Florida
$271K +$6.59K +17 +2%
FEG
2509
Financial Enhancement Group
Indiana
$270K +$289K +745 New
FDDB
2510
Fidelity D&D Bancorp
Pennsylvania
$270K +$64.8K +167 +29%
IFS
2511
Ifrah Financial Services
Arkansas
$269K -$12.8K -33 -4%
DWM
2512
Destination Wealth Management
California
$269K -$43.8K -113 -13%
FAG
2513
Fortitude Advisory Group
Washington
$269K +$16.7K +43 +6%
BP
2514
Broadleaf Partners
Ohio
$268K -$7.76K -20 -3%
WAM
2515
WNY Asset Management
New York
$268K -$3.88K -10 -1%
FWM
2516
Forza Wealth Management
Florida
$268K +$9.7K +25 +4%
DWA
2517
Dorsey Wright & Associates
California
$267K -$2.71K -7 -0.9%
CRI
2518
Colonial River Investments
Virginia
$267K +$388 +1 +0.1%
CVM
2519
Cheviot Value Management
California
$266K -$21.3K -55 -7%
DC
2520
Dahring Cusmano
Michigan
$266K +$284K +733 New
FPL
2521
Fortress Private Ledger
North Carolina
$266K +$284K +732 New
HAG
2522
HF Advisory Group
Maryland
$265K -$4.65K -12 -2%
CFP
2523
Cascade Financial Partners
California
$265K – – –
WFA
2524
Websterrogers Financial Advisors
South Carolina
$265K – – –
MA
2525
MKT Advisors
California
$264K +$388 +1 +0.1%
99 100
101
102 103