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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
S
2701
Sachetta
Massachusetts
$92.3K +$12.8K +37 +19%
MFA
2702
McClarren Financial Advisors
Pennsylvania
$92K -$94.3K -273 -41%
GKIM
2703
GW&K Investment Management
Massachusetts
$92K +$4.14K +12 +5%
RFG
2704
REAP Financial Group
Texas
$91.9K +$24.2K +70 +42%
BC
2705
Barrett & Company
Rhode Island
$90.4K – – –
POIA
2706
Pin Oak Investment Advisors
Texas
$90K – – –
CCMI
2707
Creative Capital Management Investments
California
$89.2K – – –
FCMT
2708
Founders Capital Management (Texas)
Texas
$88.9K +$2.76K +8 +4%
HCM
2709
Horrell Capital Management
Arkansas
$88K – – –
BCA
2710
Bray Capital Advisors
Florida
$87.5K +$345 +1 +0.4%
MWA
2711
Moser Wealth Advisors
Washington
$86K – – –
CH
2712
Canton Hathaway
Rhode Island
$85K – – –
OLVIG
2713
Oliver Lagore Vanvalin Investment Group
Michigan
$84.2K -$41.1K -119 -36%
APW
2714
Atlantic Private Wealth
North Carolina
$83K +$345 +1 +0.5%
AWM
2715
Abound Wealth Management
Tennessee
$82.8K +$19K +55 +35%
WPWM
2716
Western Pacific Wealth Management
Illinois
$82.5K +$72.9K +211 New
CPG
2717
Cornerstone Planning Group
New Jersey
$80K -$6.56K -19 -8%
BC
2718
Broadwater Capital
Massachusetts
$78.2K – – –
CCC
2719
Chelsea Counsel Company
California
$78.2K – – –
ECM
2720
Estabrook Capital Management
New York
$78.2K – – –
MDCM
2721
Morgan Dempsey Capital Management
Wisconsin
$78.2K – – –
YAL
2722
Your Advocates Ltd
Texas
$78.2K – – –
CAL
2723
Capital Advisors Ltd
Ohio
$78K +$1.38K +4 +2%
WWM
2724
Wolff Wiese Magana
California
$74.7K – – –
NECFA
2725
New England Capital Financial Advisors
Connecticut
$73.9K – – –
107 108
109
110 111