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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
2801
Peddock Capital Advisors
Massachusetts
$365K – – –
PGAM
2802
Princeton Global Asset Management
New Jersey
$365K +$43.4K +78 +14%
LWA
2803
Lifelong Wealth Advisors
Minnesota
$363K +$16.7K +30 +5%
WF
2804
WealthPoint Financial
North Carolina
$363K +$352K +633 New
MWM
2805
Meritas Wealth Management
California
$362K – – –
COFSG
2806
Carbahal Olsen Financial Services Group
California
$361K +$1.11K +2 +0.3%
NLWP
2807
Next Level Wealth Planning
Idaho
$361K – – –
SFGM
2808
Stonebridge Financial Group (Missouri)
Missouri
$360K +$350K +629 New
PWM
2809
Prentice Wealth Management
New York
$360K +$41.7K +75 +14%
AP
2810
Advisortrust Partners
North Carolina
$360K +$349K +628 New
DAM
2811
Doheny Asset Management
California
$359K – – –
CG
2812
CFO4Life Group
Texas
$359K +$8.34K +15 +2%
PFWA
2813
Paces Ferry Wealth Advisors
Georgia
$358K -$8.89K -16 -2%
HAG
2814
HF Advisory Group
Maryland
$358K -$51.7K -93 -13%
GHA
2815
Granite Harbor Advisors
Texas
$357K +$1.67K +3 +0.5%
TAM
2816
TCP Asset Management
Ohio
$357K +$1.67K +3 +0.5%
BONH
2817
Bank of New Hampshire
New Hampshire
$357K +$161K +290 +87%
FWM
2818
Forza Wealth Management
Florida
$356K +$27.2K +49 +9%
NPT
2819
National Philanthropic Trust
Pennsylvania
$356K +$345K +621 New
VBFP
2820
Valtinson Bruner Financial Planning
Minnesota
$355K -$8.34K -15 -2%
DDPIC
2821
Deroy & Devereaux Private Investment Counsel
Michigan
$355K +$10.6K +19 +3%
CNBOF
2822
City National Bank of Florida
Florida
$355K -$258K -465 -43%
BLAM
2823
Bourne Lent Asset Management
New York
$354K – – –
KOMWMG
2824
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$354K -$37.8K -68 -10%
SA
2825
Strategic Advocates
Utah
$353K +$55.6K +100 +20%
111 112
113
114 115