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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
EF
2751
Elite Financial
Idaho
$74K +$80.1K +225 New
MSWA
2752
Marshall & Sterling Wealth Advisors
New York
$73.6K +$2.85K +8 +4%
HFS
2753
Hughes Financial Services
Virginia
$73.4K +$79.1K +222 New
MWA
2754
Moser Wealth Advisors
Washington
$72.6K – – –
CH
2755
Canton Hathaway
Rhode Island
$72K – – –
CYG
2756
Clean Yield Group
Vermont
$71.9K – – –
CA
2757
Centerpoint Advisors
Massachusetts
$71K – – –
APW
2758
Atlantic Private Wealth
North Carolina
$70.5K +$356 +1 +0.5%
EPIMS
2759
Evelyn Partners Investment Management Services
$70.2K – – –
TCM
2760
TruNorth Capital Management
Michigan
$67.3K +$21K +59 +41%
CAL
2761
Capital Advisors Ltd
Ohio
$67K +$712 +2 +1%
BC
2762
Broadwater Capital
Massachusetts
$66K – – –
CCC
2763
Chelsea Counsel Company
California
$66K – – –
ECM
2764
Estabrook Capital Management
New York
$66K – – –
GGI
2765
Godsey & Gibb Inc
Virginia
$63.7K – – –
SCB
2766
Saudi Central Bank
Saudi Arabia
$62.7K +$67.7K +190 New
NECFA
2767
New England Capital Financial Advisors
Connecticut
$62.4K – – –
MMCM
2768
Murphy & Mullick Capital Management
New York
$62.3K +$8.9K +25 +15%
PWM
2769
Proathlete Wealth Management
Florida
$62K +$67K +188 New
CAWM
2770
Capital A Wealth Management
Pennsylvania
$61.5K +$356 +1 +0.5%
DF
2771
Dunhill Financial
United Kingdom
$61.1K -$7.12K -20 -10%
FCMT
2772
Founders Capital Management (Texas)
Texas
$59.4K -$16.7K -47 -21%
MDCM
2773
Morgan Dempsey Capital Management
Wisconsin
$59.4K -$7.12K -20 -10%
EI
2774
eCIO Inc
Wisconsin
$58K +$62.7K +176 New
MAM
2775
Meeder Asset Management
Ohio
$57.4K -$27.8K -78 -31%
109 110
111
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