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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
2701
Hall Capital Management
Rhode Island
$546K +$12.5K +18 +3%
CCM
2702
Chiron Capital Management
Florida
$545K +$533K +769 New
CWMS
2703
Cannon Wealth Management Services
North Carolina
$542K -$26.3K -38 -5%
WAS
2704
Westco Advisory Services
New York
$542K – – –
FFP
2705
Freedom Financial Partners
Minnesota
$541K -$34.6K -50 -6%
CCM
2706
Cinctive Capital Management
New York
$541K +$529K +764 New
BFA
2707
Bright Financial Advisors
Michigan
$541K – – –
ICM
2708
Intrepid Capital Management
Florida
$541K – – –
SIC
2709
Sterling Investment Counsel
New York
$539K +$12.5K +18 +2%
MWM
2710
MBE Wealth Management
Wisconsin
$539K +$693 +1 +0.1%
GW
2711
Griffith & Werner
Georgia
$539K +$4.85K +7 +0.9%
OFG
2712
Oxford Financial Group
Indiana
$538K +$10.4K +15 +2%
BBES
2713
Buffalo Business & Estate Services
New York
$538K -$9K -13 -2%
WG
2714
Warner Group
Connecticut
$538K +$82.4K +119 +19%
RGC
2715
Roberts, Glore & Co
Illinois
$537K -$4.16K -6 -0.8%
MA
2716
MBA Advisors
Pennsylvania
$537K -$40.9K -59 -7%
PCFFS
2717
Pacific Center for Financial Services
California
$537K +$47.1K +68 +10%
JDLA
2718
J. Derek Lewis & Associates
California
$536K -$11.8K -17 -2%
DHC
2719
Drum Hill Capital
Connecticut
$535K – – –
EWA
2720
Encompass Wealth Advisors
Oregon
$535K -$6.93K -10 -1%
DWP
2721
Destiny Wealth Partners
Florida
$534K – – –
KWA
2722
Kondo Wealth Advisors
California
$534K – – –
BAWM
2723
Bennett Associates Wealth Management
Pennsylvania
$533K +$70K +101 +15%
AFA
2724
Antonelli Financial Advisors
Michigan
$533K -$208K -301 -29%
CA
2725
Claro Advisors
Massachusetts
$533K +$139K +200 +36%
107 108
109
110 111