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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
2851
Howard Financial Services
Texas
$447K +$51.3K +74 +13%
UPS
2852
UHLMANN PRICE SECURITIES
Illinois
$447K +$13.2K +19 +3%
NLWP
2853
Next Level Wealth Planning
Idaho
$446K – – –
TFS
2854
Targeted Financial Services
Florida
$446K +$69.3K +100 +19%
HFRG
2855
Houlihan Financial Resource Group
Virginia
$446K – – –
COFSG
2856
Carbahal Olsen Financial Services Group
California
$445K -$1.39K -2 -0.3%
DAM
2857
Doheny Asset Management
California
$444K – – –
FBT
2858
First Bank & Trust
South Dakota
$443K +$49.2K +71 +13%
PFWA
2859
Paces Ferry Wealth Advisors
Georgia
$443K – – –
BBI
2860
Baxter Bros Inc
Connecticut
$443K -$34.6K -50 -7%
BONH
2861
Bank of New Hampshire
New Hampshire
$441K – – –
ICP
2862
Interchange Capital Partners
Pennsylvania
$441K -$787K -1,137 -48%
FSAG
2863
Financial Solutions Advisory Group
Illinois
$439K +$429K +620 New
DDPIC
2864
Deroy & Devereaux Private Investment Counsel
Michigan
$439K – – –
CFA
2865
Collaborative Fund Advisors
Nevada
$439K +$429K +619 New
OL
2866
one8zero8 LLC
North Carolina
$438K -$139K -200 -24%
EC
2867
EdgeRock Capital
Colorado
$438K +$18K +26 +4%
ONGA
2868
O'Neil Global Advisors
California
$436K +$427K +616 New
IPW
2869
Impact Partnership Wealth
Georgia
$436K -$21.5K -31 -5%
JFGLC
2870
Johnson Financial Group LLC (Colorado)
Colorado
$436K +$426K +615 New
PWM
2871
Prentice Wealth Management
New York
$435K -$10.4K -15 -2%
AAM
2872
Austin Asset Management
Texas
$435K +$425K +614 New
CG
2873
Clarus Group
Texas
$435K -$73.4K -106 -15%
ACM
2874
Anfield Capital Management
California
$434K +$380K +548 +843%
BA
2875
Brightwater Advisory
Florida
$434K +$693 +1 +0.2%
113 114
115
116 117