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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
GFA
3101
Godfrey Financial Associates
New York
$506K – – –
TP
3102
Tranquility Partners
Tennessee
$505K – – –
LCC
3103
Lincoln Capital Corp
Rhode Island
$505K -$23.7K -27 -5%
FLII
3104
First Long Island Investors
New York
$505K – – –
SC
3105
Schoolcraft Capital
Colorado
$504K – – –
PD
3106
Planning Directions
Pennsylvania
$503K – – –
TC
3107
Tannin Capital
North Carolina
$503K -$174K -198 -30%
JIG
3108
Junk Investment Group
Maryland
$502K +$878 +1 +0.2%
VMMC
3109
V.M. Manning & Co
South Carolina
$502K +$415K +472 New
TS
3110
TradeWell Securities
Indiana
$502K -$89.6K -102 -18%
LWP
3111
LeClair Wealth Partners
Ohio
$502K +$414K +471 New
SWM
3112
Steinberganna Wealth Management
New York
$502K -$22.8K -26 -5%
APWM
3113
Argonautica Private Wealth Management
Massachusetts
$502K – – –
PHAM
3114
Palisades Hudson Asset Management
Florida
$501K – – –
RWC
3115
Rare Wolf Capital
Washington
$501K -$189K -215 -31%
PMG
3116
ProVise Management Group
Florida
$501K -$878 -1 -0.2%
LWM
3117
LongView Wealth Management
Georgia
$499K – – –
LWA
3118
Legacy Wealth Advisors
Florida
$497K +$54.5K +62 +15%
GA
3119
GSG Advisors
New Jersey
$497K +$16.7K +19 +4%
ITB
3120
Idaho Trust Bank
Idaho
$497K -$35.1K -40 -8%
MPW
3121
Magnolia Private Wealth
Pennsylvania
$496K +$33.4K +38 +9%
WAM
3122
Walker Asset Management
Missouri
$496K – – –
SCM
3123
Saxony Capital Management
Missouri
$496K -$14.9K -17 -4%
LCM
3124
LCM Capital Management
Illinois
$495K +$58K +66 +17%
UIA
3125
Ulland Investment Advisors
Minnesota
$495K +$101K +115 +33%
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