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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CRI
2501
Colonial River Investments
Virginia
$244K +$1.43K +4 +0.5%
AIA
2502
AssuredPartners Investment Advisors
Florida
$244K +$19.6K +55 +8%
WAM
2503
WNY Asset Management
New York
$243K – – –
HAG
2504
HF Advisory Group
Maryland
$243K +$2.14K +6 +0.8%
KWA
2505
Kondo Wealth Advisors
California
$243K -$54.9K -154 -17%
ST
2506
Sageworth Trust
Pennsylvania
$243K +$9.26K +26 +4%
CRWM
2507
Castle Rock Wealth Management
California
$242K -$1.07K -3 -0.4%
VFG
2508
Victory Financial Group
Texas
$241K +$258K +725 New
AGWCA
2509
Annis Gardner Whiting Capital Advisors
Florida
$241K -$5.34K -15 -2%
WIM
2510
Westside Investment Management
California
$241K -$7.12K -20 -3%
WFA
2511
Websterrogers Financial Advisors
South Carolina
$241K – – –
CFO
2512
Capitol Family Office
Oregon
$240K +$259K +728 New
MPW
2513
Monterey Private Wealth
California
$240K +$356 +1 +0.1%
ML
2514
Mayport LLC
Massachusetts
$238K +$257K +722 New
CFP
2515
Cascade Financial Partners
California
$238K -$3.21K -9 -1%
BC
2516
Belmont Capital
California
$237K +$232K +650 +929%
DWA
2517
Dorsey Wright & Associates
California
$237K -$6.41K -18 -2%
BBNA
2518
Bremer Bank National Association
Minnesota
$236K – – –
TC
2519
Trilogy Capital
California
$236K +$1.07K +3 +0.4%
GJIA
2520
Glass Jacobson Investment Advisors
Maryland
$236K – – –
IAG
2521
Ipsen Advisor Group
Arkansas
$236K +$1.07K +3 +0.4%
AWA
2522
Aletheian Wealth Advisors
Washington
$236K +$255K +715 New
CG
2523
Clarus Group
Texas
$236K -$355K -998 -58%
RGC
2524
Roberts, Glore & Co
Illinois
$235K – – –
MRC
2525
Millburn Ridgefield Corp
New York
$235K +$254K +713 New
99 100
101
102 103