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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
3076
Oberweis Asset Management
Illinois
$256K +$12.2K +22 +5%
CCP
3077
Cushing Capital Partners
Wisconsin
$256K -$84.5K -152 -25%
PSB
3078
Piscataqua Savings Bank
New Hampshire
$255K – – –
GC
3079
GFG Capital
Florida
$255K -$10K -18 -4%
LWP
3080
LeClair Wealth Partners
Ohio
$255K – – –
BSCCG
3081
Blue Sky Capital Consultants Group
California
$254K – – –
EIA
3082
Edgemoor Investment Advisors
Maryland
$254K -$55.6K -100 -18%
WWA
3083
Wisconsin Wealth Advisors
Wisconsin
$254K – – –
FI
3084
Fractal Investments
Connecticut
$253K – – –
BAMG
3085
Brand Asset Management Group
Missouri
$253K +$4.45K +8 +2%
SLP
3086
Storen Legacy Partners
Indiana
$253K +$245K +441 New
AT
3087
Arlington Trust
Alabama
$252K -$176K -316 -42%
VW
3088
Vance Wealth
California
$252K -$31.7K -57 -11%
KMC
3089
Kirr Marbach & Co
Indiana
$252K – – –
CCMG
3090
Connecticut Capital Management Group
Connecticut
$252K +$245K +440 New
MWPCG
3091
Measured Wealth Private Client Group
New Hampshire
$252K -$26.7K -48 -10%
SFWA
3092
Summit Financial Wealth Advisors
Louisiana
$251K +$1.11K +2 +0.5%
PWM
3093
Peck Wealth Management
New York
$250K – – –
VFP
3094
Vilga Financial Planning
New Jersey
$250K +$242K +436 New
NCG
3095
Newport Capital Group
New Jersey
$250K +$242K +436 New
PHWM
3096
Pine Harbor Wealth Management
Maryland
$249K +$556 +1 +0.2%
DI
3097
DDFG Inc
California
$249K – – –
MAP
3098
Moody Aldrich Partners
Massachusetts
$249K – – –
TF
3099
Tenzing Financial
Virginia
$249K +$241K +434 New
WG
3100
Winton Group
United Kingdom
$249K -$14.6M -26,179 -98%
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