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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RP
2901
Rowlandmiller & Partners
Georgia
$206K – – –
HPM
2902
Hoxton Planning & Management
West Virginia
$205K +$184K +430 New
SSG
2903
Summit Securities Group
New York
$205K +$183K +429 New
AIS
2904
American Investment Services
Massachusetts
$204K +$183K +428 New
BDFN
2905
Bond & Devick Financial Network
Minnesota
$204K +$183K +428 New
RPSA
2906
Richard P. Slaughter Associates
Texas
$204K +$182K +427 New
ME
2907
McIlrath & Eck
Washington
$204K -$158K -371 -46%
BWA
2908
Blodgett Wealth Advisors
California
$203K -$85.4K -200 -32%
OAM
2909
Oberweis Asset Management
Illinois
$203K +$182K +426 New
CE
2910
Cornerstone Enterprises
Wisconsin
$203K +$181K +425 New
HFS
2911
Hopwood Financial Services
Virginia
$202K – – –
SP
2912
Successful Portfolios
Florida
$202K +$181K +424 New
TI
2913
tru Independence
Oregon
$202K +$181K +423 New
TPW
2914
TL Private Wealth
Texas
$202K +$171K +400 New
BWM
2915
Brown Wealth Management
Illinois
$202K +$181K +423 New
WBC
2916
West Branch Capital
Massachusetts
$201K – – –
FWM
2917
ForthRight Wealth Management
Georgia
$201K +$180K +421 New
MPW
2918
Magnolia Private Wealth
Pennsylvania
$201K +$180K +421 New
HA
2919
Helium Advisors
Washington
$201K -$152K -356 -46%
BMA
2920
Brooks Moore & Associates
Tennessee
$200K +$179K +420 New
CA
2921
CapWealth Advisors
Tennessee
$200K +$179K +420 New
JLBC
2922
J.L. Bainbridge & Co
Florida
$200K +$179K +419 New
AW
2923
Avion Wealth
Texas
$199K +$44.4K +104 +33%
BI
2924
Binnacle Investments
Iowa
$198K +$2.13K +5 +1%
UIA
2925
Ulland Investment Advisors
Minnesota
$198K – – –
115 116
117
118 119