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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
VC
2976
Vestor Capital
Illinois
$296K +$19M +34,275 +6,630%
SWM
2977
Schwallier Wealth Management
Michigan
$295K -$556 -1 -0.2%
OPWM
2978
Oxinas Partners Wealth Management
Indiana
$295K -$1.67K -3 -0.6%
BC
2979
Bayforest Capital
United Kingdom
$294K +$278K +501 +3,854%
HBWM
2980
Hollow Brook Wealth Management
New York
$293K – – –
PWP
2981
Ponta Wealth Partners
Florida
$293K +$284K +511 New
DWG
2982
Darden Wealth Group
Michigan
$292K -$2.78K -5 -1%
GWWM
2983
Great Waters Wealth Management
Minnesota
$292K – – –
SNBOSD
2984
Security National Bank of So Dak
Iowa
$292K – – –
HVP
2985
Hudson Value Partners
Florida
$292K +$2.78K +5 +1%
AF
2986
Affiance Financial
Minnesota
$291K – – –
PCM
2987
Passive Capital Management
Maryland
$291K +$4.45K +8 +2%
FSA
2988
Financial Security Advisor
Virginia
$291K +$556 +1 +0.2%
CIAS
2989
CBIZ Investment Advisory Services
Ohio
$291K +$222K +400 +374%
SHFA
2990
SC&H Financial Advisors
Maryland
$290K +$282K +507 New
ITB
2991
Idaho Trust Bank
Idaho
$290K – – –
WCG
2992
Weaver Consulting Group
California
$289K -$33.9K -61 -11%
CIA
2993
Cape Investment Advisory
Georgia
$289K +$205K +368 +269%
LCC
2994
Lincoln Capital Corp
Rhode Island
$289K +$280K +504 New
WSWA
2995
Warren Street Wealth Advisors
California
$288K -$74.5K -134 -21%
PRP
2996
Peak Retirement Planning
Ohio
$288K -$1.11K -2 -0.4%
KL
2997
KWMG LLC
Kansas
$288K – – –
FCA
2998
Fortis Capital Advisors
Kansas
$288K -$46.1K -83 -14%
OL
2999
Owen LaRue
Kentucky
$287K -$6.11K -11 -2%
PAM
3000
Parvin Asset Management
South Dakota
$286K -$14.5K -26 -5%
118 119
120
121 122