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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HB
3201
Horizon Bancorp
Indiana
$430K -$21.1K -24 -6%
WFP
3202
Welch Financial Planning
Colorado
$429K +$354K +403 New
PBC
3203
Pavion Blue Capital
California
$429K – – –
PIS
3204
POM Investment Strategies
North Carolina
$429K – – –
IWP
3205
Insight Wealth Partners
Texas
$429K +$354K +403 New
GCM
3206
Gallacher Capital Management
Colorado
$429K -$104K -118 -23%
FFG
3207
Fortress Financial Group
Minnesota
$429K +$878 +1 +0.2%
MPCL
3208
My Personal CFO LLC
Washington
$428K – – –
SPWG
3209
Sage Private Wealth Group
Illinois
$428K +$1.76K +2 +0.5%
WKSWA
3210
White Knight Strategic Wealth Advisors
New Jersey
$428K +$1.76K +2 +0.5%
AHB
3211
Abner Herrman & Brock
New Jersey
$428K +$53.6K +61 +18%
NA
3212
NWM Advisors
California
$427K – – –
SB
3213
SIG Brokerage
New York
$427K +$352K +401 New
AWM
3214
Abound Wealth Management
Tennessee
$426K -$34.3K -39 -9%
DSC
3215
Duncker Streett & Co
Missouri
$426K -$10.5K -12 -3%
GBWM
3216
Granite Bay Wealth Management
New Hampshire
$426K +$351K +400 New
GPWA
3217
Great Point Wealth Advisors
Massachusetts
$426K +$5.27K +6 +2%
BPC
3218
Banque Pictet & Cie
Switzerland
$426K -$823K -937 -70%
AF
3219
AGP Franklin
Tennessee
$426K – – –
BFA
3220
Benningfield Financial Advisors
California
$426K – – –
B
3221
Birchbrook
Maine
$426K – – –
GIM
3222
Guild Investment Management
California
$426K – – –
PL
3223
Parthenon LLC
Kentucky
$426K – – –
PG
3224
Proffitt & Goodson
Tennessee
$426K – – –
SDWIA
3225
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$426K – – –
127 128
129
130 131