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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
2826
Invested Advisors
Pennsylvania
$352K -$6.67K -12 -2%
DAC
2827
Dutch Asset Corp
New York
$352K +$341K +614 New
LWM
2828
LongView Wealth Management
Georgia
$352K – – –
RYIA
2829
Roehl & Yi Investment Advisors
Oregon
$351K -$1.67K -3 -0.5%
DCBT
2830
Dakota Community Bank & Trust
North Dakota
$351K – – –
BA
2831
Brightwater Advisory
Florida
$351K +$1.11K +2 +0.3%
UPS
2832
UHLMANN PRICE SECURITIES
Illinois
$351K – – –
CC
2833
Capital Counsel
New York
$350K – – –
LFS
2834
Leibman Financial Services
Nebraska
$349K +$339K +610 New
HWP
2835
Hibernia Wealth Partners
Louisiana
$349K +$339K +610 New
PAMS
2836
Pinpoint Asset Management (Singapore)
$349K +$338K +609 New
TPWA
2837
Twin Peaks Wealth Advisors
California
$349K +$261K +470 New
NDBT
2838
North Dallas Bank & Trust
Texas
$348K +$338K +608 New
UAM
2839
Unison Asset Management
Florida
$347K – – –
AWM
2840
Ariadne Wealth Management
California
$347K -$10.6K -19 -4%
TWA
2841
Talisman Wealth Advisors
New Jersey
$346K -$21.1K -38 -6%
JE
2842
JMAC Enterprises
Pennsylvania
$346K – – –
YIH
2843
Y-Intercept (HK)
Hong Kong
$345K +$335K +603 New
FWP
2844
Flatrock Wealth Partners
California
$345K +$335K +602 New
OWM
2845
Orgel Wealth Management
Wisconsin
$344K +$52.8K +95 +19%
PAG
2846
Private Advisory Group
Washington
$344K -$14.5K -26 -4%
TWM
2847
Tolleson Wealth Management
Texas
$344K -$62.2K -112 -16%
BRWM
2848
Blue Rock Wealth Management
North Carolina
$344K – – –
B
2849
Bedminster
South Carolina
$344K +$333K +600 New
SW
2850
Solidarity Wealth
Utah
$341K -$26.7K -48 -7%
112 113
114
115 116