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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
3326
Cetera Trust Company
Minnesota
$254K – – –
HSWS
3327
Higgins & Schmidt Wealth Strategies
Colorado
$254K +$1.39K +2 +0.6%
SCM
3328
SOL Capital Management
Maryland
$254K -$2.52M -3,634 -82%
HL
3329
HeadInvest LLC
Maine
$254K -$17.3K -25 -7%
WCM
3330
Warburton Capital Management
Oklahoma
$253K +$223K +322 New
AFAS
3331
Acorn Financial Advisory Services
Virginia
$253K -$70.6K -102 -22%
HIG
3332
Heritage Investment Group
Florida
$252K – – –
OWA
3333
Outlook Wealth Advisors
Texas
$252K +$4.85K +7 +2%
BWG
3334
Boomfish Wealth Group
Georgia
$251K -$5.54K -8 -2%
TA
3335
TPG Advisors
Illinois
$251K – – –
CWWM
3336
Clear Wave Wealth Management
New Jersey
$251K +$245K +354 New
VFG
3337
V2 Financial group
Illinois
$250K +$244K +353 New
GWSA
3338
Global Wealth Strategies & Associates
Colorado
$250K +$1.39K +2 +0.6%
DWM
3339
Dynasty Wealth Management
Florida
$250K +$244K +353 New
FCMC
3340
Founders Capital Management (Connecticut)
Connecticut
$249K – – –
IPW
3341
Inlet Private Wealth
Florida
$249K – – –
CFFP
3342
Center for Financial Planning
Michigan
$249K -$9K -13 -4%
GJIA
3343
Glass Jacobson Investment Advisors
Maryland
$249K – – –
SFP
3344
Sterling Financial Planning
New Jersey
$249K -$13.9K -20 -5%
PFG
3345
Prospect Financial Group
Virginia
$249K +$243K +351 New
UIA
3346
Ulland Investment Advisors
Minnesota
$248K -$45K -65 -16%
BSA
3347
Bull Street Advisors
Georgia
$248K – – –
AA
3348
Aufman Associates
Pennsylvania
$248K – – –
CKAIS
3349
Christensen King & Associates Investment Services
Washington
$248K – – –
MCA
3350
Millennium Capital Advisors
Arkansas
$248K – – –
132 133
134
135 136