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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BDFN
3026
Bond & Devick Financial Network
Minnesota
$277K +$30.6K +55 +13%
SJL
3027
Shayne & Jacobs LLC
Tennessee
$276K +$1.11K +2 +0.4%
GI
3028
GAMCO Investors
Connecticut
$276K -$52.8K -95 -16%
SFA
3029
Seneca Financial Advisors
New York
$275K +$556 +1 +0.2%
MAM
3030
Mainsail Asset Management
Alabama
$275K +$6.67K +12 +3%
RI
3031
Ruggiero Investments
Florida
$274K +$266K +479 New
BFPW
3032
BOK Financial Private Wealth
Colorado
$273K -$15K -27 -5%
PCS
3033
Private Client Services
Kentucky
$273K +$265K +477 New
MG
3034
Marex Group
$273K +$265K +476 New
PIA
3035
Pinion Investment Advisors
Kansas
$273K +$265K +476 New
FMTC
3036
Farmers & Merchants Trust Company
California
$272K -$719K -1,294 -73%
FLII
3037
First Long Island Investors
New York
$272K – – –
GFA
3038
Godfrey Financial Associates
New York
$272K +$263K +474 New
SFP
3039
Strategic Financial Partners
Oregon
$271K – – –
IAS
3040
Integrity Advisory Solutions
Texas
$271K +$14.5K +26 +6%
SC
3041
Schoolcraft Capital
Colorado
$271K – – –
PHAM
3042
Palisades Hudson Asset Management
Florida
$270K – – –
FF
3043
Foronjy Financial
California
$270K -$43.9K -79 -14%
APWM
3044
Argonautica Private Wealth Management
Massachusetts
$270K -$9.45K -17 -3%
PD
3045
Planning Directions
Pennsylvania
$270K +$556 +1 +0.2%
NC
3046
North Capital
Utah
$269K -$556 -1 -0.2%
PMG
3047
ProVise Management Group
Florida
$269K – – –
DI
3048
Decision Investments
California
$269K +$261K +470 New
ES
3049
ETF Store
Kansas
$268K +$556 +1 +0.2%
FA
3050
Fermata Advisors
California
$268K +$1.67K +3 +0.6%
120 121
122
123 124