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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
2826
Darwin Wealth Management
Florida
$105K -$62.4K -161 -36%
PFG
2827
Putney Financial Group
California
$101K +$108K +278 New
CJ
2828
Caitlin John
Michigan
$99.9K -$7.37K -19 -6%
WTFG
2829
Wood Tarver Financial Group
Idaho
$99K +$106K +273 New
CSWM
2830
Cassady Schiller Wealth Management
Ohio
$98.9K +$9.7K +25 +10%
CB
2831
Centennial Bank
Arkansas
$94.7K – – –
BHWM
2832
Bay Harbor Wealth Management
Maryland
$94.3K +$3.49K +9 +4%
HC
2833
Hurley Capital
New York
$93.9K +$99.3K +256 New
DWA
2834
Delos Wealth Advisors
Texas
$93.2K – – –
MAM
2835
Meeder Asset Management
Ohio
$91.4K +$67.5K +174 +223%
POIA
2836
Pin Oak Investment Advisors
Texas
$91K – – –
KWAG
2837
Kiely Wealth Advisory Group
North Carolina
$90.8K – – –
GA
2838
GoalVest Advisory
New York
$90.7K – – –
SJIM
2839
St. Johns Investment Management
Florida
$90.7K – – –
HWM
2840
Horizons Wealth Management
North Carolina
$90.3K -$388 -1 -0.4%
GKIM
2841
GW&K Investment Management
Massachusetts
$90K +$4.27K +11 +5%
S
2842
Sachetta
Massachusetts
$87.1K +$1.55K +4 +2%
JFA
2843
JNBA Financial Advisors
Minnesota
$86.7K -$2.71K -7 -3%
KPP
2844
Kings Path Partners
Texas
$86K – – –
FDW
2845
Fourth Dimension Wealth
Ohio
$85.6K +$91.5K +236 New
SWA
2846
SOA Wealth Advisors
New York
$84.6K +$29.9K +77 +49%
BC
2847
Barrett & Company
Rhode Island
$83.9K – – –
CPG
2848
Cornerstone Planning Group
New Jersey
$83.5K +$2.33K +6 +3%
TFGT
2849
TS Financial Group (TSFG)
Illinois
$83K -$116K -300 -57%
FLP
2850
Financial Life Planners
Arizona
$82.9K +$88.4K +228 New
112 113
114
115 116