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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
3226
MontVue Capital Management
Virginia
$425K +$351K +399 New
SWG
3227
Summit Wealth Group
Vermont
$425K -$54.5K -62 -13%
RA
3228
Rodgers & Associates
Pennsylvania
$424K – – –
CFG
3229
Compton Financial Group
Maryland
$423K – – –
JLBC
3230
J.L. Bainbridge & Co
Florida
$423K – – –
AMCA
3231
Arthur M. Cohen & Associates
Illinois
$423K +$349K +397 New
HL
3232
HeadInvest LLC
Maine
$422K +$33.4K +38 +11%
HCWM
3233
Hidden Cove Wealth Management
Washington
$422K +$60.6K +69 +21%
WC
3234
Whitney & Co
New York
$422K +$348K +396 New
WIA
3235
Wealthedge Investment Advisors
New York
$421K – – –
SRS
3236
Strong Retirement Solutions
Washington
$421K +$20.2K +23 +6%
BWM
3237
Buska Wealth Management
Wisconsin
$420K – – –
MWP
3238
Meridian Wealth Partners
Pennsylvania
$418K +$6.15K +7 +2%
VFP
3239
Vilga Financial Planning
New Jersey
$417K -$3.51K -4 -1%
NL
3240
NDWM LLC
California
$417K – – –
AIA
3241
AIMZ Investment Advisors
California
$417K – – –
RFS
3242
Richardson Financial Services
Massachusetts
$416K -$40.4K -46 -11%
WMA
3243
William Mack & Associates
Michigan
$416K +$343K +391 New
BI
3244
Bolthouse Investments
California
$416K – – –
RA
3245
Riversedge Advisors
Delaware
$415K +$8.79K +10 +3%
JC
3246
JM2 Capital
Oklahoma
$412K -$4.39K -5 -1%
FWM
3247
FMB Wealth Management
California
$412K +$3.51K +4 +1%
AAM
3248
Austin Asset Management
Texas
$412K -$199K -227 -37%
FGA
3249
Fortis Group Advisors
New Jersey
$411K -$8.79K -10 -3%
CWWM
3250
Clear Wave Wealth Management
New Jersey
$411K +$28.1K +32 +9%
128 129
130
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