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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MAG
3126
M3 Advisory Group
Massachusetts
$478K +$13.2K +15 +3%
CCP
3127
Cushing Capital Partners
Wisconsin
$478K +$1.76K +2 +0.4%
DWS
3128
Discipline Wealth Solutions
South Carolina
$478K +$878 +1 +0.2%
PWMG
3129
Private Wealth Management Group
New Jersey
$477K +$220K +251 +127%
VV
3130
Verity & Verity
South Carolina
$477K – – –
SWTS
3131
Stonehaven Wealth & Tax Solutions
Wisconsin
$477K +$6.15K +7 +2%
HPC
3132
Hobart Private Capital
North Carolina
$477K +$57.1K +65 +17%
MCB
3133
Morton Community Bank
Illinois
$476K -$63.3K -72 -14%
PSB
3134
Piscataqua Savings Bank
New Hampshire
$475K – – –
BSCCG
3135
Blue Sky Capital Consultants Group
California
$473K – – –
WFA
3136
Woodward Financial Advisors
North Carolina
$473K +$390K +444 New
CCMG
3137
Connecticut Capital Management Group
Connecticut
$472K – – –
RPSA
3138
Richard P. Slaughter Associates
Texas
$470K +$12.3K +14 +3%
OCWP
3139
Owl Creek Wealth Partners
Colorado
$470K +$45.7K +52 +13%
FSAG
3140
Financial Solutions Advisory Group
Illinois
$469K -$105K -120 -19%
TFP
3141
Tilia Fiduciary Partners
North Carolina
$469K -$13.2K -15 -3%
AA
3142
ACT Advisors
North Carolina
$469K +$13.2K +15 +4%
KMC
3143
Kirr Marbach & Co
Indiana
$469K – – –
FF
3144
Foronjy Financial
California
$468K -$16.7K -19 -4%
HC
3145
Hourglass Capital
Texas
$465K – – –
PWM
3146
Peck Wealth Management
New York
$465K – – –
GPW
3147
Genesis Private Wealth
Virginia
$465K +$24.6K +28 +7%
PWP
3148
Prasad Wealth Partners
Ohio
$465K +$878 +1 +0.2%
WWA
3149
Wisconsin Wealth Advisors
Wisconsin
$464K -$6.15K -7 -2%
CWP
3150
Curated Wealth Partners
California
$464K +$383K +436 New
124 125
126
127 128