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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
3276
Ruedi Wealth Management
Illinois
$272K – – –
AI
3277
Axecap Investments
Ohio
$272K -$896K -1,293 -77%
FWM
3278
FMB Wealth Management
California
$271K -$76.2K -110 -22%
HPC
3279
Hobart Private Capital
North Carolina
$271K +$265K +383 New
ANC
3280
Ames National Corp
Iowa
$271K – – –
GCP
3281
Guardian Capital (Pennsylvania)
Pennsylvania
$271K -$17.3K -25 -6%
SFC
3282
Swisher Financial Concepts
Ohio
$270K +$2.08K +3 +0.8%
PWS
3283
Pursuit Wealth Strategies
North Carolina
$270K +$3.46K +5 +1%
TWM
3284
Tortuga Wealth Management
California
$269K +$12.5K +18 +5%
SWA
3285
Strata Wealth Advisors
Texas
$269K +$5.54K +8 +2%
RA
3286
Riversedge Advisors
Delaware
$269K +$7.62K +11 +3%
SFG
3287
Strategic Financial Group
Michigan
$269K +$263K +380 New
CGA
3288
Crescent Grove Advisors
Illinois
$269K +$263K +379 New
IF
3289
IRON Financial
Illinois
$268K +$262K +378 New
NAMM
3290
NorthStar Asset Management (Massachusetts)
Massachusetts
$268K -$9K -13 -3%
RI
3291
Ruggiero Investments
Florida
$267K -$70.6K -102 -21%
SA
3292
Sylvest Advisors
Texas
$267K +$9K +13 +4%
KCM
3293
KRS Capital Management
Michigan
$266K – – –
TIA
3294
Tandem Investment Advisors
South Carolina
$266K -$11.8K -17 -4%
WA
3295
WESPAC Advisors
California
$265K +$259K +374 New
SLA
3296
Silver Lake Advisory
Utah
$265K +$693 +1 +0.3%
WA
3297
WP Advisors
California
$265K – – –
OAM
3298
Oxford Asset Management
United Kingdom
$264K -$560K -808 -68%
HDA
3299
Harold Davidson & Associates
California
$264K – – –
HIP
3300
Harrell Investment Partners
Texas
$264K – – –
130 131
132
133 134