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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
2601
Sterling Investment Counsel
New York
$259K -$138K -414 -38%
CWM
2602
CCG Wealth Management
California
$259K +$222K +667 New
MWM
2603
Meritas Wealth Management
California
$259K – – –
NWA
2604
New World Advisors
Massachusetts
$258K +$221K +664 New
EA
2605
Enclave Advisors
Texas
$257K -$9.33K -28 -4%
HWP
2606
Hibernia Wealth Partners
Louisiana
$256K +$220K +661 New
PFWA
2607
Paces Ferry Wealth Advisors
Georgia
$255K -$9K -27 -4%
AF
2608
Alerus Financial
North Dakota
$255K -$9.33K -28 -4%
PP
2609
Patron Partners
Texas
$255K -$3.67K -11 -2%
AF
2610
Aldebaran Financial
$255K – – –
OFS
2611
OMC Financial Services
New York
$254K – – –
VV
2612
Verity & Verity
South Carolina
$254K -$9.33K -28 -4%
CFGA
2613
Cambridge Financial Group (Arizona)
Arizona
$254K – – –
HI
2614
Human Investing
Oregon
$253K -$16K -48 -7%
NIA
2615
NIA Impact Advisors
California
$253K – – –
OC
2616
Optima Capital
Oregon
$253K +$4K +12 +2%
BW
2617
BIP Wealth
Georgia
$253K -$12.3K -37 -5%
AFM
2618
Aspetuck Financial Management
Connecticut
$252K – – –
BPFA
2619
Barnes Pettey Financial Advisors
Mississippi
$252K – – –
SWTS
2620
Stonehaven Wealth & Tax Solutions
Wisconsin
$251K – – –
CVM
2621
Cheviot Value Management
California
$251K -$11.7K -35 -5%
BTWM
2622
Brass Tax Wealth Management
Ohio
$251K +$333 +1 +0.2%
PS
2623
Planned Solutions
California
$250K -$6.33K -19 -3%
OF
2624
Optimize Financial
California
$250K -$1.33K -4 -0.6%
RWI
2625
Red Wave Investments
Pennsylvania
$250K +$7.67K +23 +4%
103 104
105
106 107