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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SDWIA
3251
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$426K – – –
MCM
3252
MontVue Capital Management
Virginia
$425K +$351K +399 New
SWG
3253
Summit Wealth Group
Vermont
$425K -$54.5K -62 -13%
PGFG
3254
Pine Grove Financial Group
Minnesota
$424K +$67.6K +77 +24%
RA
3255
Rodgers & Associates
Pennsylvania
$424K – – –
CFG
3256
Compton Financial Group
Maryland
$423K – – –
JLBC
3257
J.L. Bainbridge & Co
Florida
$423K – – –
AMCA
3258
Arthur M. Cohen & Associates
Illinois
$423K +$349K +397 New
HL
3259
HeadInvest LLC
Maine
$422K +$33.4K +38 +11%
HCWM
3260
Hidden Cove Wealth Management
Washington
$422K +$60.6K +69 +21%
WC
3261
Whitney & Co
New York
$422K +$348K +396 New
WIA
3262
Wealthedge Investment Advisors
New York
$421K – – –
SRS
3263
Strong Retirement Solutions
Washington
$421K +$20.2K +23 +6%
BWM
3264
Buska Wealth Management
Wisconsin
$420K – – –
MWP
3265
Meridian Wealth Partners
Pennsylvania
$418K +$6.15K +7 +2%
VFP
3266
Vilga Financial Planning
New Jersey
$417K -$3.51K -4 -1%
NL
3267
NDWM LLC
California
$417K – – –
AIA
3268
AIMZ Investment Advisors
California
$417K – – –
RFS
3269
Richardson Financial Services
Massachusetts
$416K -$40.4K -46 -11%
WMA
3270
William Mack & Associates
Michigan
$416K +$343K +391 New
BI
3271
Bolthouse Investments
California
$416K – – –
RA
3272
Riversedge Advisors
Delaware
$415K +$8.79K +10 +3%
JC
3273
JM2 Capital
Oklahoma
$412K -$4.39K -5 -1%
FWM
3274
FMB Wealth Management
California
$412K +$3.51K +4 +1%
AAM
3275
Austin Asset Management
Texas
$412K -$199K -227 -37%
129 130
131
132 133