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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HP
2901
Hilltop Partners
Indiana
$418K – – –
NCG
2902
Newport Capital Group
New Jersey
$418K +$107K +154 +35%
FPTW
2903
Franklin, Parlapiano, Turner & Welch
Texas
$418K – – –
VIP
2904
Value Investment Professionals
New York
$417K +$693 +1 +0.2%
FBFS
2905
First Business Financial Services
Wisconsin
$417K -$57.5K -83 -12%
KFS
2906
Krane Financial Solutions
California
$416K +$407K +587 New
CCM
2907
Colorado Capital Management
Colorado
$416K – – –
IIA
2908
Integral Investment Advisors
California
$416K – – –
QL
2909
Quarry LP
New York
$416K -$582K -841 -59%
BW
2910
Blalock Williams
Alabama
$415K +$9.7K +14 +2%
DWM
2911
DKM Wealth Management
California
$414K – – –
ACM
2912
Aspen Capital Management
Idaho
$414K – – –
NDBT
2913
North Dallas Bank & Trust
Texas
$413K -$17.3K -25 -4%
GIP
2914
Greatmark Investment Partners
Georgia
$413K – – –
HCS
2915
Himension Capital (Singapore)
Singapore
$412K +$403K +582 New
SFC
2916
Strategic Financial Concepts
Texas
$411K +$395K +571 New
OIS
2917
OneAscent Investment Solutions
Alabama
$411K -$693 -1 -0.2%
HFF
2918
Halter Ferguson Financial
Indiana
$410K – – –
OA
2919
Oak Associates
Ohio
$410K – – –
PB
2920
Pinnacle Bancorp
Nebraska
$410K – – –
FFG
2921
Floyd Financial Group
Missouri
$410K +$9K +13 +3%
CIA
2922
Caerus Investment Advisors
Texas
$409K +$1.39K +2 +0.3%
ACP
2923
Aviance Capital Partners
Florida
$408K -$4.85K -7 -1%
CPWA
2924
Cerro Pacific Wealth Advisors
California
$408K -$693 -1 -0.2%
CAM
2925
Capital Asset Management
Colorado
$408K – – –
115 116
117
118 119