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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PTB
2751
Pioneer Trust Bank
Oregon
$391K – – –
CWA
2752
Crusonia Wealth Advisors
Colorado
$391K +$379K +682 New
RWP
2753
Revolve Wealth Partners
New Jersey
$390K +$8.89K +16 +2%
CNWM
2754
Clay Northam Wealth Management
California
$390K – – –
BGDI
2755
BW Gestao de Investimentos
Brazil
$390K +$378K +680 New
PMA
2756
Prudent Man Advisors
Illinois
$389K – – –
A
2757
Argentarii
Ohio
$389K +$1.11K +2 +0.3%
SWTS
2758
Stonehaven Wealth & Tax Solutions
Wisconsin
$388K +$19.5K +35 +5%
GAM
2759
GEM Asset Management
Michigan
$387K -$16.1K -29 -4%
DFP
2760
Donalies Financial Planning
District of Columbia
$387K +$375K +675 New
BBI
2761
Baxter Bros Inc
Connecticut
$387K +$2.78K +5 +0.7%
BHWM
2762
Beaird Harris Wealth Management
Texas
$386K -$76.1K -137 -17%
FBFS
2763
First Business Financial Services
Wisconsin
$385K -$7.78M -13,995 -95%
BPFA
2764
Barnes Pettey Financial Advisors
Mississippi
$384K -$10.6K -19 -3%
LFG
2765
Leverty Financial Group
Wisconsin
$384K +$22.2K +40 +6%
PCH
2766
PGIM Custom Harvest
New Jersey
$384K +$45.6K +82 +14%
RIA
2767
Rhodes Investment Advisors
Texas
$383K +$372K +669 New
SIS
2768
Strategic Investment Solutions
Illinois
$382K +$277K +499 +297%
C1AG
2769
Client 1st Advisory Group
Florida
$382K +$59.5K +107 +19%
CVM
2770
Cheviot Value Management
California
$381K -$5.56K -10 -2%
BCMLT
2771
Beacon Capital Management LLC (Tennessee)
Tennessee
$381K -$18.9K -34 -5%
TC
2772
Tannin Capital
North Carolina
$380K +$369K +664 New
CAM
2773
Claret Asset Management
Quebec, Canada
$379K -$2.22K -4 -0.6%
NFA
2774
Northwest Financial Advisors
Virginia
$378K -$100K -180 -21%
KA
2775
KDT Advisors
New York
$376K +$8.34K +15 +2%
109 110
111
112 113