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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
3326
Capital Advisors Ltd
Ohio
$132K +$17.2K +31 +16%
KFP
3327
Kerr Financial Planning
California
$131K – – –
CCMI
3328
Creative Capital Management Investments
California
$131K – – –
SR
3329
Swiss Re
Switzerland
$131K +$127K +228 New
HCM
3330
Horrell Capital Management
Arkansas
$129K – – –
BL
3331
BFSG LLC
California
$128K -$12.2K -22 -9%
SMFG
3332
Sumitomo Mitsui Financial Group
Japan
$127K -$556 -1 -0.5%
M
3333
MOTCO
Texas
$126K – – –
APW
3334
Atlantic Private Wealth
North Carolina
$126K +$1.67K +3 +1%
HFS
3335
Hughes Financial Services
Virginia
$125K -$2.22K -4 -2%
CH
3336
Canton Hathaway
Rhode Island
$124K – – –
C
3337
Covestor
United Kingdom
$124K -$556 -1 -0.5%
GGI
3338
Godsey & Gibb Inc
Virginia
$124K -$1.11K -2 -0.9%
CA
3339
Centerpoint Advisors
Massachusetts
$123K – – –
GA
3340
GoalVest Advisory
New York
$121K +$43.9K +79 +59%
RIP
3341
RAM Investment Partners
Washington
$121K +$117K +211 New
MSWA
3342
Marshall & Sterling Wealth Advisors
New York
$120K -$4.45K -8 -4%
PP
3343
Paladin Partners
Wisconsin
$119K +$115K +207 New
BC
3344
Broadwater Capital
Massachusetts
$115K – – –
CCC
3345
Chelsea Counsel Company
California
$115K – – –
EPIME
3346
Evelyn Partners Investment Management (Europe)
$115K – – –
MMCM
3347
Murphy & Mullick Capital Management
New York
$115K +$6.11K +11 +6%
HNW
3348
High Note Wealth
Minnesota
$114K +$19.5K +35 +21%
SFAM
3349
Sawyer Falduto Asset Management
Illinois
$112K +$108K +195 New
NWS
3350
Nvest Wealth Strategies
Ohio
$110K +$107K +192 New
132 133
134
135 136