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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
2551
Aletheian Wealth Advisors
Washington
$276K -$1.33K -4 -0.6%
CWL
2552
Causey Wealth LLC
Colorado
$276K +$667 +2 +0.3%
BCG
2553
Bravias Capital Group
New Jersey
$276K +$237K +710 New
USWIA
2554
UP Strategic Wealth Investment Advisors
Pennsylvania
$275K -$18.3K -55 -7%
LA
2555
Lynch & Associates
Indiana
$275K – – –
BHWM
2556
Beaird Harris Wealth Management
Texas
$274K +$41.3K +124 +21%
GP
2557
Geneva Partners
Wisconsin
$274K – – –
OFG
2558
Oxford Financial Group
Indiana
$274K -$69.3K -208 -23%
EBSAM
2559
Eubel Brady & Suttman Asset Management
Ohio
$274K – – –
OCM
2560
Orion Capital Management
California
$274K -$38.3K -115 -14%
JFL
2561
Jarislowsky, Fraser Ltd
Quebec, Canada
$274K – – –
FAG
2562
Fortitude Advisory Group
Washington
$273K +$3.33K +10 +1%
AIA
2563
AssuredPartners Investment Advisors
Florida
$272K -$12.3K -37 -5%
BA
2564
Ballast Advisors
Minnesota
$272K – – –
CFO
2565
Capitol Family Office
Oregon
$272K -$9.33K -28 -4%
CWP
2566
Core Wealth Partners
California
$272K – – –
KIA
2567
Knollwood Investment Advisory
Maryland
$272K – – –
BL
2568
Balentine LLC
Georgia
$271K -$996K -2,987 -81%
1L
2569
10Elms LLP
Oklahoma
$271K -$51K -153 -18%
SA
2570
Sylvest Advisors
Texas
$271K +$333 +1 +0.1%
MP
2571
McDonald Partners
Ohio
$271K -$28.7K -86 -11%
LTAS
2572
Linden Thomas Advisory Services
North Carolina
$271K -$2.26M -6,792 -91%
KWM
2573
Kiker Wealth Management
Georgia
$270K +$3.67K +11 +2%
CCG
2574
Chatham Capital Group
Georgia
$270K – – –
MA
2575
MKT Advisors
California
$270K +$230K +690 New
101 102
103
104 105