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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FF
2501
Foronjy Financial
California
$295K +$253K +760 New
PWM
2502
Penobscot Wealth Management
Maine
$295K +$27.3K +82 +12%
WWM
2503
Whalen Wealth Management
Nevada
$294K +$253K +758 New
AT
2504
Arlington Trust
Alabama
$294K -$104K -313 -29%
NFP
2505
Narus Financial Partners
Utah
$293K +$252K +756 New
DHC
2506
Drum Hill Capital
Connecticut
$293K – – –
ST
2507
Sageworth Trust
Pennsylvania
$293K +$6.33K +19 +3%
PMG
2508
Private Management Group
California
$293K +$251K +754 New
GFPC
2509
Global Financial Private Client
Florida
$292K +$4.33K +13 +2%
TCM
2510
Traub Capital Management
Massachusetts
$292K +$251K +752 New
GPI
2511
General Partner Inc
Pennsylvania
$292K – – –
GLAM
2512
Gardner Lewis Asset Management
Pennsylvania
$292K +$251K +752 New
BWG
2513
Berry Wealth Group
Texas
$292K -$21.3K -64 -8%
CRI
2514
Colonial River Investments
Virginia
$292K -$8.33K -25 -3%
ERWM
2515
Elk River Wealth Management
Colorado
$291K – – –
PP
2516
Pingora Partners
Wyoming
$291K – – –
WSCM
2517
Wellington Shields Capital Management
New York
$291K +$167K +500 +200%
WWP
2518
Waypoint Wealth Partners
California
$291K +$250K +750 New
SAM
2519
Secure Asset Management
Michigan
$291K +$250K +749 New
SHF
2520
Safe Harbor Fiduciary
Florida
$290K -$10K -30 -4%
HC
2521
Hourglass Capital
Texas
$290K – – –
HWMG
2522
Hurlow Wealth Management Group
Indiana
$290K – – –
SWA
2523
SOA Wealth Advisors
New York
$289K +$143K +430 +137%
SWM
2524
SilverOak Wealth Management
Minnesota
$289K +$248K +744 New
MCM
2525
Maple Capital Management
Vermont
$289K -$46K -138 -16%
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