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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWC
2726
Abundance Wealth Counselors
Pennsylvania
$762K +$191K +217 +43%
SRC
2727
Shufro Rose & Co
New York
$760K -$27.2K -31 -4%
VCP
2728
Vista Capital Partners
Oregon
$758K -$99.3K -113 -14%
DWG
2729
Darden Wealth Group
Michigan
$758K +$177K +201 +39%
BTIM
2730
BancFirst Trust & Investment Management
Oklahoma
$757K +$644K +733 New
CAM
2731
Concorde Asset Management
Michigan
$756K +$22K +25 +4%
DS
2732
DRW Securities
Illinois
$755K -$2.67M -3,035 -81%
GA
2733
Greenspring Advisors
Maryland
$754K -$65.9K -75 -10%
CWL
2734
Causey Wealth LLC
Colorado
$753K – – –
GAM
2735
Gemmer Asset Management
California
$752K +$5.27K +6 +0.9%
SWM
2736
SilverOak Wealth Management
Minnesota
$750K – – –
CCG
2737
Chatham Capital Group
Georgia
$750K – – –
SFG
2738
Seamount Financial Group
Colorado
$749K – – –
SBWIC
2739
Schaper Benz & Wise Investment Counsel
Wisconsin
$749K -$2.63K -3 -0.4%
EWA
2740
Eagle Wealth Advisors
Connecticut
$748K +$31.6K +36 +5%
PWP
2741
Phillips Wealth Planners
Mississippi
$747K -$14.1K -16 -2%
SIC
2742
Sterling Investment Counsel
New York
$747K -$52.7K -60 -8%
RRA
2743
Red Reef Advisors
Florida
$745K +$12.3K +14 +2%
AI
2744
AXS Investments
New York
$744K -$180K -205 -23%
TWA
2745
Tandem Wealth Advisors
Arizona
$739K +$18.4K +21 +3%
AIMA
2746
Ables Iannone Moore & Associates
Georgia
$738K +$608K +692 New
KFI
2747
Key Financial Inc
Pennsylvania
$733K -$1.76M -2,001 -74%
NEWAS
2748
N.E.W. Advisory Services
Wisconsin
$731K -$307K -349 -34%
MA
2749
MBA Advisors
Pennsylvania
$730K -$63.3K -72 -9%
GFL
2750
Granite FO LLC
New Hampshire
$729K – – –
108 109
110
111 112