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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
2751
Proficio Capital Partners
Massachusetts
$505K +$3.46K +5 +0.7%
EPM
2752
Elm Partners Management
Pennsylvania
$503K +$21.5K +31 +4%
CWL
2753
Causey Wealth LLC
Colorado
$501K -$9K -13 -2%
SBWIC
2754
Schaper Benz & Wise Investment Counsel
Wisconsin
$500K – – –
FPH
2755
Financial Planning Hawaii
Hawaii
$500K – – –
CIP
2756
Convergence Investment Partners
Florida
$500K -$3.07M -4,432 -86%
BWFA
2757
Baltimore-Washington Financial Advisors
Maryland
$500K -$2.08K -3 -0.4%
AWM
2758
Arista Wealth Management
Nevada
$499K -$400K -578 -45%
OCM
2759
Orion Capital Management
California
$499K – – –
FGWP
2760
Founders Grove Wealth Partners
Virginia
$499K +$45K +65 +10%
ML
2761
Mayport LLC
Massachusetts
$499K – – –
SWM
2762
SilverOak Wealth Management
Minnesota
$499K – – –
CCG
2763
Chatham Capital Group
Georgia
$499K +$5.54K +8 +1%
SFG
2764
Seamount Financial Group
Colorado
$498K -$55.4K -80 -10%
CWP
2765
Core Wealth Partners
California
$496K – – –
GAM
2766
Gemmer Asset Management
California
$496K +$9K +13 +2%
SHF
2767
Safe Harbor Fiduciary
Florida
$495K -$12.5K -18 -3%
ASCM
2768
Adkins Seale Capital Management
Louisiana
$495K – – –
CAG
2769
Centerpoint Advisory Group
Kansas
$492K -$34.6K -50 -7%
FWWM
2770
Fiscal Wisdom Wealth Management
Connecticut
$491K – – –
MWM
2771
Maridea Wealth Management
New York
$490K -$869K -1,254 -64%
WCP
2772
Wick Capital Partners
Pennsylvania
$488K +$229K +330 +92%
PCA
2773
Peddock Capital Advisors
Massachusetts
$488K +$35.3K +51 +8%
A
2774
Argentarii
Ohio
$487K +$6.23K +9 +1%
CPL
2775
CAP Partners LLC
Tennessee
$487K +$2.08K +3 +0.4%
109 110
111
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