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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AGWCA
2501
Annis Gardner Whiting Capital Advisors
Florida
$358K -$39.3K -92 -11%
HC
2502
Hourglass Capital
Texas
$356K – – –
HWMG
2503
Hurlow Wealth Management Group
Indiana
$356K – – –
SHGA
2504
Sand Hill Global Advisors
California
$355K -$14.9K -35 -4%
SIC
2505
Sterling Investment Counsel
New York
$354K +$32.4K +76 +11%
BP
2506
Broadleaf Partners
Ohio
$353K – – –
SW
2507
SMART Wealth
Nebraska
$353K -$72.1K -169 -19%
I
2508
INVST
Indiana
$353K -$11.1K -26 -3%
RWM
2509
Riverbend Wealth Management
South Carolina
$353K -$24.8K -58 -7%
PCMM
2510
Piedmont Capital Management (Montana)
Montana
$351K – – –
WFA
2511
Websterrogers Financial Advisors
South Carolina
$348K – – –
TCM
2512
Traub Capital Management
Massachusetts
$347K -$10.7K -25 -3%
WKSWA
2513
White Knight Strategic Wealth Advisors
New Jersey
$345K -$228K -535 -43%
LGG
2514
Luts & Greenleigh Group
Maryland
$344K +$13.7K +32 +5%
CG
2515
Clarus Group
Texas
$343K +$854 +2 +0.3%
PFM
2516
Patton Fund Management
Texas
$343K – – –
HAG
2517
HF Advisory Group
Maryland
$342K -$67.9K -159 -18%
TWM
2518
Tolleson Wealth Management
Texas
$340K +$47.8K +112 +19%
4A
2519
4Wealth Advisors
Illinois
$340K -$290K -679 -49%
CWL
2520
Causey Wealth LLC
Colorado
$339K – – –
SP
2521
SIH Partners
Delaware
$339K +$303K +710 New
EA
2522
Enclave Advisors
Texas
$339K +$20.9K +49 +7%
LA
2523
Lynch & Associates
Indiana
$338K – – –
OFG
2524
Oxford Financial Group
Indiana
$337K +$427 +1 +0.1%
GP
2525
Geneva Partners
Wisconsin
$337K – – –
99 100
101
102 103