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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
3276
AIMZ Investment Advisors
California
$277K – – –
FDDB
3277
Fidelity D&D Bancorp
Pennsylvania
$277K – – –
GWM
3278
Grand Wealth Management
Michigan
$277K +$271K +391 New
BI
3279
Bolthouse Investments
California
$277K – – –
TPBG
3280
Turning Point Benefit Group
Maryland
$276K +$15.9K +23 +6%
AWA
3281
Archvest Wealth Advisors
California
$276K -$76.2K -110 -22%
HFO
3282
Heritage Family Offices
Arizona
$276K +$269K +389 New
OCWP
3283
Owl Creek Wealth Partners
Colorado
$276K +$269K +389 New
OFO
3284
OneAscent Family Office
Alabama
$275K +$269K +388 New
CFSG
3285
Community Financial Services Group
Vermont
$274K +$260K +375 New
ACM
3286
Allred Capital Management
Texas
$273K +$11.8K +17 +5%
MWP
3287
Meridian Wealth Partners
Pennsylvania
$273K +$8.31K +12 +3%
RWM
3288
Ruedi Wealth Management
Illinois
$272K – – –
AI
3289
Axecap Investments
Ohio
$272K -$896K -1,293 -77%
FWM
3290
FMB Wealth Management
California
$271K -$76.2K -110 -22%
HPC
3291
Hobart Private Capital
North Carolina
$271K +$265K +383 New
ANC
3292
Ames National Corp
Iowa
$271K – – –
GCP
3293
Guardian Capital (Pennsylvania)
Pennsylvania
$271K -$17.3K -25 -6%
SFC
3294
Swisher Financial Concepts
Ohio
$270K +$2.08K +3 +0.8%
PWS
3295
Pursuit Wealth Strategies
North Carolina
$270K +$3.46K +5 +1%
TWM
3296
Tortuga Wealth Management
California
$269K +$12.5K +18 +5%
SWA
3297
Strata Wealth Advisors
Texas
$269K +$5.54K +8 +2%
RA
3298
Riversedge Advisors
Delaware
$269K +$7.62K +11 +3%
SFG
3299
Strategic Financial Group
Michigan
$269K +$263K +380 New
CGA
3300
Crescent Grove Advisors
Illinois
$269K +$263K +379 New
130 131
132
133 134