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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
2801
FMB Wealth Management
California
$235K +$210K +493 New
BOPW
2802
Brandywine Oak Private Wealth
Pennsylvania
$235K +$210K +493 New
CB
2803
Chris Bulman
California
$235K +$210K +492 New
SFG
2804
Sunburst Financial Group
Alabama
$234K +$210K +491 New
MC
2805
Middleton & Co
Massachusetts
$234K +$209K +490 New
MWM
2806
Maridea Wealth Management
New York
$233K +$187K +439 New
APWM
2807
Argonautica Private Wealth Management
Massachusetts
$233K +$208K +488 New
GL
2808
Gerber LLC
Ohio
$232K +$208K +487 New
MWPCG
2809
Measured Wealth Private Client Group
New Hampshire
$232K -$156K -365 -43%
PWP
2810
Prasad Wealth Partners
Ohio
$232K +$207K +486 New
RE
2811
Rydar Equities
Texas
$232K +$206K +482 New
WFP
2812
Wrenne Financial Planning
Kentucky
$231K +$207K +484 New
MFWP
2813
Mosaic Family Wealth Partners
Missouri
$230K +$208K +488 New
SJL
2814
Shayne & Jacobs LLC
Tennessee
$229K +$205K +480 New
SFA
2815
Seneca Financial Advisors
New York
$229K +$204K +479 New
HP
2816
Holistic Planning
Texas
$228K +$204K +477 New
SC
2817
Stephens Consulting
Michigan
$227K -$6.83K -16 -3%
SOW
2818
State of Wyoming
Wyoming
$227K -$205K -481 -50%
BMWS
2819
Brady Martz Wealth Solutions
North Dakota
$227K +$203K +475 New
SPI
2820
Sutton Place Investors
New York
$227K +$203K +475 New
AWA
2821
Archvest Wealth Advisors
California
$227K +$203K +475 New
IA
2822
Invested Advisors
Pennsylvania
$226K +$268K +627 New
FLII
2823
First Long Island Investors
New York
$226K +$202K +474 New
SFP
2824
Strategic Financial Partners
Oregon
$226K +$202K +473 New
SC
2825
Schoolcraft Capital
Colorado
$226K +$202K +473 New
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113
114 115