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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
2876
Sage Advisors
Colorado
$334K +$325K +584 New
NRW
2877
Nova R Wealth
Kansas
$334K +$324K +583 New
ACP
2878
Aviance Capital Partners
Florida
$334K – – –
GIP
2879
Greatmark Investment Partners
Georgia
$334K – – –
IFS
2880
Ifrah Financial Services
Arkansas
$334K -$13.9K -25 -4%
OCM
2881
Objective Capital Management
Ohio
$333K – – –
OIS
2882
OneAscent Investment Solutions
Alabama
$333K -$153K -275 -32%
LHP
2883
Lexington Hill Partners
Texas
$332K +$322K +580 New
SP
2884
Symmetry Partners
Connecticut
$332K +$32.8K +59 +11%
OA
2885
Oak Associates
Ohio
$332K – – –
PB
2886
Pinnacle Bancorp
Nebraska
$332K – – –
HFF
2887
Halter Ferguson Financial
Indiana
$332K +$43.4K +78 +16%
CPWA
2888
Cerro Pacific Wealth Advisors
California
$331K -$556 -1 -0.2%
LWA
2889
LifeGoal Wealth Advisors
New York
$331K +$321K +577 New
GRR
2890
Golden Reserve Retirement
Ohio
$330K +$321K +577 New
CIA
2891
Caerus Investment Advisors
Texas
$330K +$320K +576 New
CAM
2892
Capital Asset Management
Colorado
$330K +$320K +576 New
OIC
2893
Orion Investment Company
Missouri
$329K – – –
PCFFS
2894
Pacific Center for Financial Services
California
$329K – – –
IAG
2895
Ipsen Advisor Group
Arkansas
$329K -$50.6K -91 -14%
RP
2896
Rowlandmiller & Partners
Georgia
$328K +$78.9K +142 +33%
CBT
2897
CoreFirst Bank & Trust
Kansas
$328K -$299K -538 -48%
TS
2898
TradeWell Securities
Indiana
$328K +$556 +1 +0.2%
BW
2899
Blalock Williams
Alabama
$328K +$21.1K +38 +7%
PA
2900
PharVision Advisers
Florida
$328K +$318K +572 New
114 115
116
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