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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
2526
Maple Capital Management
Vermont
$289K -$46K -138 -16%
TA
2527
TrueWealth Advisors
Alabama
$289K +$667 +2 +0.3%
KWA
2528
Kondo Wealth Advisors
California
$288K +$333 +1 +0.1%
PPWM
2529
Paragon Private Wealth Management
Kentucky
$287K +$42.7K +128 +21%
BP
2530
Broadleaf Partners
Ohio
$287K – – –
Q
2531
QVR
California
$285K +$245K +734 New
PWA
2532
Physician Wealth Advisors
Utah
$285K +$13.7K +41 +6%
PCH
2533
PGIM Custom Harvest
New Jersey
$284K +$25.7K +77 +12%
PCMM
2534
Piedmont Capital Management (Montana)
Montana
$284K – – –
UPS
2535
UHLMANN PRICE SECURITIES
Illinois
$283K +$25K +75 +11%
WFA
2536
Websterrogers Financial Advisors
South Carolina
$283K – – –
TBT
2537
Texas Bank & Trust
Texas
$282K +$23.3K +70 +11%
XPN
2538
XY Planning Network
Montana
$282K +$242K +726 New
EL
2539
EWA LLC
Pennsylvania
$282K -$26.3K -79 -10%
CPWA
2540
Cerro Pacific Wealth Advisors
California
$281K -$12.7K -38 -5%
FWP
2541
Fiduciary Wealth Partners
Massachusetts
$280K +$195K +584 +426%
BC
2542
Belmont Capital
California
$280K – – –
RFG
2543
REAP Financial Group
Texas
$279K +$113K +338 +89%
IAG
2544
Ipsen Advisor Group
Arkansas
$279K +$1K +3 +0.4%
PFM
2545
Patton Fund Management
Texas
$279K +$239K +718 New
CWI
2546
Conscious Wealth Investments
Florida
$278K – – –
CG
2547
Clarus Group
Texas
$278K +$667 +2 +0.3%
RGC
2548
Roberts, Glore & Co
Illinois
$277K – – –
NFC
2549
Northeast Financial Consultants
Connecticut
$276K +$237K +712 New
BDF
2550
Black Diamond Financial
Maryland
$276K -$49.3K -148 -17%
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102
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