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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CCMI
2851
Creative Capital Management Investments
California
$82.7K – – –
FCMT
2852
Founders Capital Management (Texas)
Texas
$82.5K – – –
HCM
2853
Horrell Capital Management
Arkansas
$82K – – –
BCA
2854
Bray Capital Advisors
Florida
$81.3K – – –
MWA
2855
Moser Wealth Advisors
Washington
$79.8K – – –
AWM
2856
Abound Wealth Management
Tennessee
$79.4K +$2.71K +7 +3%
CFP
2857
Comprehensive Financial Planning
Pennsylvania
$79.3K +$84.5K +218 New
CYG
2858
Clean Yield Group
Vermont
$79.1K -$12.8K -33 -13%
CH
2859
Canton Hathaway
Rhode Island
$79K – – –
CA
2860
Centerpoint Advisors
Massachusetts
$78K -$48.5K -125 -37%
MSWA
2861
Marshall & Sterling Wealth Advisors
New York
$77.7K +$83.4K +215 New
APW
2862
Atlantic Private Wealth
North Carolina
$77.3K +$388 +1 +0.5%
EPIMS
2863
Evelyn Partners Investment Management Services
$77.3K +$82.6K +213 New
OLVIG
2864
Oliver Lagore Vanvalin Investment Group
Michigan
$76.8K -$1.16K -3 -1%
HWP
2865
Highline Wealth Partners
California
$76.6K +$72.5K +187 +779%
RFG
2866
REAP Financial Group
Texas
$76.3K -$9.7K -25 -11%
DF
2867
Dunhill Financial
United Kingdom
$74.5K +$14K +36 +21%
RPA
2868
Redwood Park Advisors
California
$74K +$79.1K +204 New
CAL
2869
Capital Advisors Ltd
Ohio
$73K +$388 +1 +0.5%
BC
2870
Broadwater Capital
Massachusetts
$72.6K – – –
CCC
2871
Chelsea Counsel Company
California
$72.6K – – –
ECM
2872
Estabrook Capital Management
New York
$72.6K – – –
MDCM
2873
Morgan Dempsey Capital Management
Wisconsin
$72.6K – – –
KG
2874
Kieckhefer Group
Wisconsin
$72.6K +$77.6K +200 New
TH
2875
TCTC Holdings
Texas
$71.1K +$37.2K +96 +96%
113 114
115
116 117