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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BDA
2751
Borer Denton & Associates
Pennsylvania
$201K – – –
BWM
2752
BlackDiamond Wealth Management
New York
$200K +$214K +553 New
JCM
2753
Jacobsen Capital Management
Utah
$200K +$388 +1 +0.2%
PWP
2754
Prasad Wealth Partners
Ohio
$200K +$214K +552 New
WWA
2755
Wingate Wealth Advisors
Massachusetts
$198K +$212K +546 New
MSG
2756
Main Street Group
Virginia
$193K +$388 +1 +0.2%
JEST
2757
JTC Employer Solutions Trustee
Jersey
$188K -$155K -400 -43%
IWP
2758
IAG Wealth Partners
Wisconsin
$188K +$158K +408 +374%
HWM
2759
Hemington Wealth Management
Virginia
$185K +$15.1K +39 +8%
DCBT
2760
Dakota Community Bank & Trust
North Dakota
$184K +$5.82K +15 +3%
PAM
2761
Parvin Asset Management
South Dakota
$181K +$194K +500 New
TFIPS
2762
Towarzystwo Funduszy Inwestycyjnych PZU SA
$180K +$29.1K +75 +18%
RTC
2763
Riverview Trust Company
Washington
$179K – – –
AW
2764
Avion Wealth
Texas
$177K +$78.7K +203 +70%
CWM
2765
Centricity Wealth Management
Ohio
$175K +$187K +482 New
BFPW
2766
BOK Financial Private Wealth
Colorado
$175K -$287K -740 -61%
WBC
2767
West Branch Capital
Massachusetts
$174K – – –
IWM
2768
IMG Wealth Management
Florida
$173K +$185K +478 New
CIA
2769
Cape Investment Advisory
Georgia
$171K +$10.9K +28 +6%
CMBA
2770
C.M. Bidwell & Associates
Hawaii
$170K – – –
FFA
2771
Frazier Financial Advisors
Ohio
$170K -$3.88K -10 -2%
AT
2772
Avalon Trust
New Mexico
$169K – – –
SC
2773
Stephens Consulting
Michigan
$163K -$39.2K -101 -18%
CAS
2774
Coppell Advisory Solutions
Texas
$163K -$20.9K -54 -11%
MWA
2775
Medallion Wealth Advisors
Connecticut
$163K +$179K +461 New
109 110
111
112 113