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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
2526
TrueWealth Advisors
Alabama
$289K +$667 +2 +0.3%
KWA
2527
Kondo Wealth Advisors
California
$288K +$333 +1 +0.1%
PPWM
2528
Paragon Private Wealth Management
Kentucky
$287K +$42.7K +128 +21%
BP
2529
Broadleaf Partners
Ohio
$287K – – –
Q
2530
QVR
California
$285K +$245K +734 New
PWA
2531
Physician Wealth Advisors
Utah
$285K +$13.7K +41 +6%
PCH
2532
PGIM Custom Harvest
New Jersey
$284K +$25.7K +77 +12%
PCMM
2533
Piedmont Capital Management (Montana)
Montana
$284K – – –
UPS
2534
UHLMANN PRICE SECURITIES
Illinois
$283K +$25K +75 +11%
WFA
2535
Websterrogers Financial Advisors
South Carolina
$283K – – –
TBT
2536
Texas Bank & Trust
Texas
$282K +$23.3K +70 +11%
XPN
2537
XY Planning Network
Montana
$282K +$242K +726 New
EL
2538
EWA LLC
Pennsylvania
$282K -$26.3K -79 -10%
CPWA
2539
Cerro Pacific Wealth Advisors
California
$281K -$12.7K -38 -5%
FWP
2540
Fiduciary Wealth Partners
Massachusetts
$280K +$195K +584 +426%
BC
2541
Belmont Capital
California
$280K – – –
RFG
2542
REAP Financial Group
Texas
$279K +$113K +338 +89%
IAG
2543
Ipsen Advisor Group
Arkansas
$279K +$1K +3 +0.4%
PFM
2544
Patton Fund Management
Texas
$279K +$239K +718 New
CWI
2545
Conscious Wealth Investments
Florida
$278K – – –
CG
2546
Clarus Group
Texas
$278K +$667 +2 +0.3%
RGC
2547
Roberts, Glore & Co
Illinois
$277K – – –
NFC
2548
Northeast Financial Consultants
Connecticut
$276K +$237K +712 New
BDF
2549
Black Diamond Financial
Maryland
$276K -$49.3K -148 -17%
AWA
2550
Aletheian Wealth Advisors
Washington
$276K -$1.33K -4 -0.6%
100 101
102
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