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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MCCA
3326
Mill Creek Capital Advisors
Pennsylvania
$260K +$9K +13 +4%
OPW
3327
Oxler Private Wealth
New York
$259K -$8.31K -12 -3%
TWM
3328
Topsail Wealth Management
North Carolina
$259K – – –
QPW
3329
Quantum Private Wealth
Florida
$259K +$253K +366 New
LBC
3330
Lane Brothers & Co
Arizona
$259K – – –
MFS
3331
Madrona Financial Services
Washington
$258K -$7.62K -11 -3%
OCA
3332
Odyssey Capital Advisors
Pennsylvania
$257K +$251K +363 New
CCA
3333
Conservest Capital Advisors
Pennsylvania
$256K +$251K +362 New
DWM
3334
Denver Wealth Management
Colorado
$256K +$5.54K +8 +2%
QWM
3335
Quaker Wealth Management
New Jersey
$256K -$6.93K -10 -3%
CE
3336
Cornerstone Enterprises
Wisconsin
$256K -$47.8K -69 -16%
SO
3337
Sierra Ocean
California
$256K +$2.77K +4 +1%
CTC
3338
Cetera Trust Company
Minnesota
$254K – – –
HSWS
3339
Higgins & Schmidt Wealth Strategies
Colorado
$254K +$1.39K +2 +0.6%
SCM
3340
SOL Capital Management
Maryland
$254K -$2.52M -3,634 -82%
HL
3341
HeadInvest LLC
Maine
$254K -$17.3K -25 -7%
WCM
3342
Warburton Capital Management
Oklahoma
$253K +$223K +322 New
AFAS
3343
Acorn Financial Advisory Services
Virginia
$253K -$70.6K -102 -22%
HIG
3344
Heritage Investment Group
Florida
$252K – – –
OWA
3345
Outlook Wealth Advisors
Texas
$252K +$4.85K +7 +2%
AR
3346
Altar Rock
New York
$252K -$693 -1 -0.3%
BWG
3347
Boomfish Wealth Group
Georgia
$251K -$5.54K -8 -2%
TA
3348
TPG Advisors
Illinois
$251K – – –
CWWM
3349
Clear Wave Wealth Management
New Jersey
$251K +$245K +354 New
VFG
3350
V2 Financial group
Illinois
$250K +$244K +353 New
132 133
134
135 136