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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FPB
2501
First PREMIER Bank
South Dakota
$295K – – –
FF
2502
Foronjy Financial
California
$295K +$253K +760 New
PWM
2503
Penobscot Wealth Management
Maine
$295K +$27.3K +82 +12%
WWM
2504
Whalen Wealth Management
Nevada
$294K +$253K +758 New
AT
2505
Arlington Trust
Alabama
$294K -$104K -313 -29%
NFP
2506
Narus Financial Partners
Utah
$293K +$252K +756 New
DHC
2507
Drum Hill Capital
Connecticut
$293K – – –
ST
2508
Sageworth Trust
Pennsylvania
$293K +$6.33K +19 +3%
PMG
2509
Private Management Group
California
$293K +$251K +754 New
GFPC
2510
Global Financial Private Client
Florida
$292K +$4.33K +13 +2%
TCM
2511
Traub Capital Management
Massachusetts
$292K +$251K +752 New
GPI
2512
General Partner Inc
Pennsylvania
$292K – – –
GLAM
2513
Gardner Lewis Asset Management
Pennsylvania
$292K +$251K +752 New
BWG
2514
Berry Wealth Group
Texas
$292K -$21.3K -64 -8%
CRI
2515
Colonial River Investments
Virginia
$292K -$8.33K -25 -3%
ERWM
2516
Elk River Wealth Management
Colorado
$291K – – –
PP
2517
Pingora Partners
Wyoming
$291K – – –
WSCM
2518
Wellington Shields Capital Management
New York
$291K +$167K +500 +200%
WWP
2519
Waypoint Wealth Partners
California
$291K +$250K +750 New
SAM
2520
Secure Asset Management
Michigan
$291K +$250K +749 New
SHF
2521
Safe Harbor Fiduciary
Florida
$290K -$10K -30 -4%
HC
2522
Hourglass Capital
Texas
$290K – – –
HWMG
2523
Hurlow Wealth Management Group
Indiana
$290K – – –
SWA
2524
SOA Wealth Advisors
New York
$289K +$143K +430 +137%
SWM
2525
SilverOak Wealth Management
Minnesota
$289K +$248K +744 New
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