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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
2876
TrustWell Financial Advisors
Florida
$631K +$1.76K +2 +0.3%
BA
2877
Brightwater Advisory
Florida
$630K -$18.4K -21 -3%
MCM
2878
M1 Capital Management
Michigan
$629K -$124K -141 -19%
VIP
2879
Value Investment Professionals
New York
$628K +$878 +1 +0.2%
CWM
2880
Concentrum Wealth Management
California
$627K +$55.3K +63 +12%
KFS
2881
Krane Financial Solutions
California
$626K +$878 +1 +0.2%
SFGM
2882
Stonebridge Financial Group (Missouri)
Missouri
$626K +$30.7K +35 +6%
CCM
2883
Colorado Capital Management
Colorado
$625K – – –
SHF
2884
Safe Harbor Fiduciary
Florida
$622K -$101K -115 -16%
ACM
2885
Aspen Capital Management
Idaho
$622K – – –
NRW
2886
Nova R Wealth
Kansas
$621K -$11.4K -13 -2%
RWI
2887
Red Wave Investments
Pennsylvania
$621K -$46.6K -53 -8%
CVM
2888
Cheviot Value Management
California
$621K -$8.79K -10 -2%
GIP
2889
Greatmark Investment Partners
Georgia
$621K – – –
CIG
2890
Cascade Investment Group
Colorado
$620K +$25.5K +29 +5%
BL
2891
Balentine LLC
Georgia
$620K +$117K +133 +30%
IAS
2892
IMA Advisory Services
Colorado
$619K +$359K +409 +238%
TWA
2893
Talisman Wealth Advisors
New Jersey
$619K +$29K +33 +6%
FSA
2894
Financial Security Advisor
Virginia
$618K +$19.3K +22 +4%
IAS
2895
Integrity Advisory Solutions
Texas
$618K +$144K +164 +39%
B
2896
Bedminster
South Carolina
$618K -$17.6K -20 -3%
KFA
2897
Krane Funds Advisors
New York
$618K +$510K +580 New
LWA
2898
Lifelong Wealth Advisors
Minnesota
$617K -$49.2K -56 -9%
USWIA
2899
UP Strategic Wealth Investment Advisors
Pennsylvania
$617K – – –
MSG
2900
Main Street Group
Virginia
$617K -$13.2K -15 -3%
114 115
116
117 118