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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
2501
Millennium Capital Advisors
Arkansas
$272K – – –
PP
2502
Pingora Partners
Wyoming
$272K – – –
WIM
2503
Westside Investment Management
California
$272K – – –
CWR
2504
Chico Wealth RIA
California
$272K -$64.4K -166 -18%
MHC
2505
May Hill Capital
Massachusetts
$272K +$290K +749 New
HWMG
2506
Hurlow Wealth Management Group
Indiana
$271K – – –
AGWCA
2507
Annis Gardner Whiting Capital Advisors
Florida
$271K +$6.59K +17 +2%
FEG
2508
Financial Enhancement Group
Indiana
$270K +$289K +745 New
FDDB
2509
Fidelity D&D Bancorp
Pennsylvania
$270K +$64.8K +167 +29%
IFS
2510
Ifrah Financial Services
Arkansas
$269K -$12.8K -33 -4%
DWM
2511
Destination Wealth Management
California
$269K -$43.8K -113 -13%
FAG
2512
Fortitude Advisory Group
Washington
$269K +$16.7K +43 +6%
BP
2513
Broadleaf Partners
Ohio
$268K -$7.76K -20 -3%
WAM
2514
WNY Asset Management
New York
$268K -$3.88K -10 -1%
FWM
2515
Forza Wealth Management
Florida
$268K +$9.7K +25 +4%
DWA
2516
Dorsey Wright & Associates
California
$267K -$2.71K -7 -0.9%
CRI
2517
Colonial River Investments
Virginia
$267K +$388 +1 +0.1%
CVM
2518
Cheviot Value Management
California
$266K -$21.3K -55 -7%
DC
2519
Dahring Cusmano
Michigan
$266K +$284K +733 New
FPL
2520
Fortress Private Ledger
North Carolina
$266K +$284K +732 New
HAG
2521
HF Advisory Group
Maryland
$265K -$4.65K -12 -2%
CFP
2522
Cascade Financial Partners
California
$265K – – –
WFA
2523
Websterrogers Financial Advisors
South Carolina
$265K – – –
MA
2524
MKT Advisors
California
$264K +$388 +1 +0.1%
HBS
2525
Howard Bailey Securities
Indiana
$264K +$282K +728 New
99 100
101
102 103