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Caterpillar
CAT

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