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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HCP
3176
Hamilton Capital Partners
Georgia
$306K +$299K +432 New
EA
3177
Echo45 Advisors
California
$305K +$2.77K +4 +0.9%
CC
3178
Cornerstone Capital
California
$305K +$298K +430 New
1C
3179
111 Capital
France
$304K -$489K -706 -62%
CFS
3180
Coordinated Financial Services
Colorado
$303K -$15.2K -22 -5%
MPW
3181
Magnolia Private Wealth
Pennsylvania
$303K +$3.46K +5 +1%
HB
3182
Horizon Bancorp
Indiana
$303K -$84.5K -122 -22%
AGP
3183
Autumn Glory Partners
Texas
$303K +$20.8K +30 +8%
RPSA
3184
Richard P. Slaughter Associates
Texas
$303K – – –
ME
3185
McIlrath & Eck
Washington
$302K – – –
AW
3186
Avion Wealth
Texas
$302K +$5.54K +8 +2%
RA
3187
Rubicon Advisors
California
$302K +$693 +1 +0.2%
AA
3188
ACT Advisors
North Carolina
$301K +$294K +425 New
AWM
3189
Affinity Wealth Management
Delaware
$301K +$294K +425 New
NWM
3190
Northwest Wealth Management
Iowa
$301K +$6.23K +9 +2%
EA
3191
Emerald Advisors
Washington
$300K +$5.54K +8 +2%
GKIM
3192
GW&K Investment Management
Massachusetts
$300K -$2.08K -3 -0.7%
TI
3193
tru Independence
Oregon
$300K – – –
RIM
3194
Rockbridge Investment Management
New York
$299K +$293K +423 New
TAP
3195
TSG Advice Partners
Ohio
$299K +$12.5K +18 +4%
FWM
3196
ForthRight Wealth Management
Georgia
$298K – – –
PNFS
3197
PW Nova Financial Services
Pennsylvania
$298K +$41.6K +60 +17%
GA
3198
Gordian Advisors
Arizona
$298K +$693 +1 +0.2%
CCA
3199
Cadent Capital Advisors
Oklahoma
$297K +$291K +420 New
IAS
3200
Integrity Advisory Solutions
Texas
$295K -$39.5K -57 -12%
126 127
128
129 130