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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HIS
2776
Harvest Investment Services
Illinois
$487K +$95.6K +138 +25%
MA
2777
MKT Advisors
California
$487K +$2.77K +4 +0.6%
RRA
2778
Red Reef Advisors
Florida
$486K – – –
JWM
2779
Jessup Wealth Management
Ohio
$486K -$5.54K -8 -1%
RWC
2780
Rare Wolf Capital
Washington
$485K -$362K -522 -43%
CAM
2781
Concorde Asset Management
Michigan
$485K -$114K -165 -19%
GFL
2782
Granite FO LLC
New Hampshire
$485K – – –
JA
2783
JVL Associates
Michigan
$485K +$21.5K +31 +5%
MCM
2784
Morton Capital Management
California
$484K +$61.6K +89 +15%
PTB
2785
Pioneer Trust Bank
Oregon
$484K – – –
PWM
2786
Penobscot Wealth Management
Maine
$483K -$16.6K -24 -3%
RWM
2787
Riverbend Wealth Management
South Carolina
$483K -$47.8K -69 -9%
CNWM
2788
Clay Northam Wealth Management
California
$482K – – –
BGDI
2789
BW Gestao de Investimentos
Brazil
$482K – – –
APFP
2790
Action Point Financial Planning
Michigan
$482K +$471K +680 New
SHFG
2791
S Harris Financial Group
Texas
$482K -$132K -190 -22%
PMA
2792
Prudent Man Advisors
Illinois
$481K – – –
PCP
2793
Panoramic Capital Partners
Oregon
$481K +$63K +91 +15%
BA
2794
Ballast Advisors
Minnesota
$479K -$20.1K -29 -4%
TFS
2795
truNorth Financial Services
Pennsylvania
$478K -$17.3K -25 -4%
HWP
2796
Hibernia Wealth Partners
Louisiana
$478K +$45K +65 +11%
HI
2797
Human Investing
Oregon
$478K +$12.5K +18 +3%
TWA
2798
Tandem Wealth Advisors
Arizona
$477K -$183K -264 -28%
LJAC
2799
L.J. Altfest & Co
New York
$476K +$465K +671 New
BPFA
2800
Barnes Pettey Financial Advisors
Mississippi
$475K – – –
110 111
112
113 114