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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AOWM
2901
Alpha Omega Wealth Management
Virginia
$325K -$17.8K -32 -5%
SPW
2902
Signet Private Wealth
Illinois
$325K +$315K +567 New
AC
2903
Asio Capital
Kentucky
$324K +$22.8K +41 +8%
FPTW
2904
Franklin, Parlapiano, Turner & Welch
Texas
$323K – – –
TM
2905
TigerOak Management
New Mexico
$323K -$23.3K -42 -7%
CWA
2906
Consilio Wealth Advisors
Washington
$323K +$4.45K +8 +1%
SC
2907
Stephens Consulting
Michigan
$323K +$49.5K +89 +19%
AIA
2908
Alternative Investment Advisors
Florida
$323K -$1.11K -2 -0.4%
CA
2909
Carson Advisory
Georgia
$323K +$13.9K +25 +5%
AWG
2910
Altus Wealth Group
Colorado
$322K – – –
SP
2911
Successful Portfolios
Florida
$322K +$53.9K +97 +23%
CIG
2912
Cascade Investment Group
Colorado
$321K – – –
CCWM
2913
Correct Capital Wealth Management
Missouri
$321K – – –
EP
2914
E6 Portfolios
Utah
$321K +$311K +560 New
MAC
2915
Mason & Associates (California)
California
$320K +$10K +18 +3%
HFS
2916
Howard Financial Services
Texas
$320K +$33.3K +60 +12%
LA
2917
Lynch & Associates
Indiana
$320K -$83.4K -150 -21%
ISWM
2918
Independent Solutions Wealth Management
New York
$320K -$1.11K -2 -0.4%
DCM
2919
DGS Capital Management
New Jersey
$319K +$310K +557 New
IIA
2920
IPG Investment Advisors
California
$319K -$13.9K -25 -4%
MO
2921
McMillan Office
Michigan
$319K +$309K +556 New
FBT
2922
First Bank & Trust
South Dakota
$318K +$22.8K +41 +8%
BDA
2923
Borer Denton & Associates
Pennsylvania
$317K – – –
CA
2924
Claro Advisors
Massachusetts
$316K +$18.9K +34 +7%
OWA
2925
Octavia Wealth Advisors
Ohio
$316K -$122K -219 -28%
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