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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2776
Penobscot Wealth Management
Maine
$725K -$878 -1 -0.1%
PCMM
2777
Piedmont Capital Management (Montana)
Montana
$724K – – –
PMA
2778
Prudent Man Advisors
Illinois
$723K – – –
HI
2779
Hoey Investments
Pennsylvania
$723K +$124K +141 +26%
ACP
2780
Aviance Capital Partners
Florida
$723K +$90.5K +103 +18%
IPW
2781
Impact Partnership Wealth
Georgia
$722K +$55.3K +63 +10%
TFS
2782
truNorth Financial Services
Pennsylvania
$722K +$2.63K +3 +0.4%
AWA
2783
Aletheian Wealth Advisors
Washington
$722K +$36.9K +42 +7%
DAM
2784
Doheny Asset Management
California
$721K +$43.9K +50 +8%
BW
2785
Blalock Williams
Alabama
$721K +$79.9K +91 +16%
HI
2786
Human Investing
Oregon
$720K +$1.76K +2 +0.3%
BA
2787
Ballast Advisors
Minnesota
$720K – – –
MP
2788
McDonald Partners
Ohio
$719K +$22K +25 +4%
RFG
2789
REAP Financial Group
Texas
$718K -$248K -282 -29%
NCM
2790
Nelson Capital Management
California
$717K +$119K +135 +25%
LJAC
2791
L.J. Altfest & Co
New York
$715K – – –
BP
2792
Broadleaf Partners
Ohio
$713K -$61.5K -70 -9%
CAG
2793
Centerpoint Advisory Group
Kansas
$713K -$22K -25 -4%
BPFA
2794
Barnes Pettey Financial Advisors
Mississippi
$713K – – –
LFG
2795
Leverty Financial Group
Wisconsin
$713K – – –
HFS
2796
Howard Financial Services
Texas
$712K +$32.5K +37 +6%
PP
2797
Patron Partners
Texas
$711K +$130K +148 +28%
VBFP
2798
Valtinson Bruner Financial Planning
Minnesota
$710K +$8.79K +10 +2%
SW
2799
Solidarity Wealth
Utah
$709K +$17.6K +20 +3%
PWM
2800
Partners Wealth Management
California
$708K -$164K -187 -22%
110 111
112
113 114