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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CMI
2526
Clare Market Investments
Texas
$264K -$70.2K -181 -20%
DWM
2527
Daner Wealth Management
Georgia
$264K +$273K +703 New
MPW
2528
Monterey Private Wealth
California
$264K – – –
PCMM
2529
Piedmont Capital Management (Montana)
Montana
$264K – – –
GFPC
2530
Global Financial Private Client
Florida
$263K +$3.88K +10 +1%
FIBT
2531
First International Bank & Trust
North Dakota
$263K -$7.76K -20 -3%
FWA
2532
FSM Wealth Advisors
Ohio
$262K +$9.7K +25 +4%
HWP
2533
Heritage Wealth Partners
Ohio
$261K -$358K -923 -56%
HCA
2534
Hyperion Capital Advisors
New York
$261K – – –
MWM
2535
MBE Wealth Management
Wisconsin
$260K +$74.1K +191 +36%
CRWM
2536
Castle Rock Wealth Management
California
$260K – – –
BBNA
2537
Bremer Bank National Association
Minnesota
$260K -$104K -268 -27%
RWM
2538
Riverbend Wealth Management
South Carolina
$260K +$276K +711 New
GFA
2539
Gallagher Fiduciary Advisors
Illinois
$260K +$50K +129 +22%
HAS
2540
HBW Advisory Services
California
$260K +$2.71K +7 +1%
TC
2541
Trilogy Capital
California
$259K -$6.98K -18 -2%
FCM
2542
Family Capital Management
Michigan
$259K +$65.2K +168 +31%
PCA
2543
Purkiss Capital Advisors
Connecticut
$259K +$277K +714 New
RGC
2544
Roberts, Glore & Co
Illinois
$259K – – –
UIA
2545
Ulland Investment Advisors
Minnesota
$259K – – –
CMTU
2546
Capital Markets Trading (UK)
United Kingdom
$259K +$36.5K +94 +15%
IAG
2547
Ipsen Advisor Group
Arkansas
$259K +$277K +713 New
DA
2548
Dover Advisors
Virginia
$258K – – –
EA
2549
Enclave Advisors
Texas
$258K – – –
TFP
2550
Tilia Fiduciary Partners
North Carolina
$258K – – –
100 101
102
103 104