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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HWMG
2501
Hurlow Wealth Management Group
Indiana
$356K – – –
SHGA
2502
Sand Hill Global Advisors
California
$355K -$14.9K -35 -4%
SIC
2503
Sterling Investment Counsel
New York
$354K +$32.4K +76 +11%
BP
2504
Broadleaf Partners
Ohio
$353K – – –
SW
2505
SMART Wealth
Nebraska
$353K -$72.1K -169 -19%
I
2506
INVST
Indiana
$353K -$11.1K -26 -3%
RWM
2507
Riverbend Wealth Management
South Carolina
$353K -$24.8K -58 -7%
PCMM
2508
Piedmont Capital Management (Montana)
Montana
$351K – – –
WFA
2509
Websterrogers Financial Advisors
South Carolina
$348K – – –
TCM
2510
Traub Capital Management
Massachusetts
$347K -$10.7K -25 -3%
WKSWA
2511
White Knight Strategic Wealth Advisors
New Jersey
$345K -$228K -535 -43%
LGG
2512
Luts & Greenleigh Group
Maryland
$344K +$13.7K +32 +5%
CG
2513
Clarus Group
Texas
$343K +$854 +2 +0.3%
PFM
2514
Patton Fund Management
Texas
$343K – – –
HAG
2515
HF Advisory Group
Maryland
$342K -$67.9K -159 -18%
TWM
2516
Tolleson Wealth Management
Texas
$340K +$47.8K +112 +19%
4A
2517
4Wealth Advisors
Illinois
$340K -$290K -679 -49%
CWL
2518
Causey Wealth LLC
Colorado
$339K – – –
SP
2519
SIH Partners
Delaware
$339K +$303K +710 New
EA
2520
Enclave Advisors
Texas
$339K +$20.9K +49 +7%
LA
2521
Lynch & Associates
Indiana
$338K – – –
OFG
2522
Oxford Financial Group
Indiana
$337K +$427 +1 +0.1%
GP
2523
Geneva Partners
Wisconsin
$337K – – –
EBSAM
2524
Eubel Brady & Suttman Asset Management
Ohio
$337K +$427 +1 +0.1%
CWMGO
2525
Capstone Wealth Management Group (Oregon)
Oregon
$337K +$38K +89 +14%
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