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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MAG
3151
M3 Advisory Group
Massachusetts
$478K +$13.2K +15 +3%
CCP
3152
Cushing Capital Partners
Wisconsin
$478K +$1.76K +2 +0.4%
DWS
3153
Discipline Wealth Solutions
South Carolina
$478K +$878 +1 +0.2%
PWMG
3154
Private Wealth Management Group
New Jersey
$477K +$220K +251 +127%
VV
3155
Verity & Verity
South Carolina
$477K – – –
SWTS
3156
Stonehaven Wealth & Tax Solutions
Wisconsin
$477K +$6.15K +7 +2%
HPC
3157
Hobart Private Capital
North Carolina
$477K +$57.1K +65 +17%
MCB
3158
Morton Community Bank
Illinois
$476K -$63.3K -72 -14%
PSB
3159
Piscataqua Savings Bank
New Hampshire
$475K – – –
BSCCG
3160
Blue Sky Capital Consultants Group
California
$473K – – –
WFA
3161
Woodward Financial Advisors
North Carolina
$473K – – –
CCMG
3162
Connecticut Capital Management Group
Connecticut
$472K – – –
RPSA
3163
Richard P. Slaughter Associates
Texas
$470K +$12.3K +14 +3%
OCWP
3164
Owl Creek Wealth Partners
Colorado
$470K +$45.7K +52 +13%
FSAG
3165
Financial Solutions Advisory Group
Illinois
$469K -$105K -120 -19%
TFP
3166
Tilia Fiduciary Partners
North Carolina
$469K -$13.2K -15 -3%
AA
3167
ACT Advisors
North Carolina
$469K +$13.2K +15 +4%
KMC
3168
Kirr Marbach & Co
Indiana
$469K – – –
FF
3169
Foronjy Financial
California
$468K -$16.7K -19 -4%
HC
3170
Hourglass Capital
Texas
$465K – – –
PWM
3171
Peck Wealth Management
New York
$465K – – –
GPW
3172
Genesis Private Wealth
Virginia
$465K +$24.6K +28 +7%
PWP
3173
Prasad Wealth Partners
Ohio
$465K +$878 +1 +0.2%
WWA
3174
Wisconsin Wealth Advisors
Wisconsin
$464K -$6.15K -7 -2%
CWP
3175
Curated Wealth Partners
California
$464K +$383K +436 New
125 126
127
128 129