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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
GFWA
3401
Grey Fox Wealth Advisors
Delaware
$355K +$1.76K +2 +0.6%
IPW
3402
Intergy Private Wealth
Colorado
$355K +$7.03K +8 +2%
PA
3403
PFW Advisors
Georgia
$354K +$11.4K +13 +4%
MWM
3404
Melfa Wealth Management
Massachusetts
$352K – – –
CAM
3405
Capital Asset Management
Colorado
$351K -$216K -246 -43%
AIC
3406
Argus Investors Counsel
New York
$351K -$119K -135 -29%
SA
3407
Stewardship Advisors
Pennsylvania
$351K -$2.63K -3 -0.9%
FA
3408
Fiducient Advisors
Illinois
$351K – – –
GC
3409
Granville Capital
North Carolina
$351K +$26.4K +30 +10%
HSG
3410
Helen Stephens Group
Texas
$351K +$19.3K +22 +7%
LFG
3411
Lazard Frères Gestion
France
$351K – – –
RA
3412
Ruggaard & Associates
Ohio
$350K -$98.4K -112 -25%
ATFA
3413
All Terrain Financial Advisors
Minnesota
$350K – – –
PAG
3414
Powers Advisory Group
Illinois
$350K -$3.51K -4 -1%
OAM
3415
Oberweis Asset Management
Illinois
$350K -$70.3K -80 -20%
BAM
3416
Belleair Asset Management
Florida
$349K – – –
NWP
3417
NerdWallet Wealth Partners
New York
$349K +$1.76K +2 +0.6%
BKA
3418
Brick & Kyle Associates
Pennsylvania
$349K – – –
SFP
3419
Sterling Financial Planning
New Jersey
$348K -$21.1K -24 -7%
TIM
3420
Thor Investment Management
Ohio
$348K +$6.15K +7 +2%
KFG
3421
Kelly Financial Group
Connecticut
$348K +$8.79K +10 +3%
BH
3422
Burk Holdings
Oklahoma
$347K – – –
WTFG
3423
Wood Tarver Financial Group
Idaho
$347K +$11.4K +13 +4%
BCM
3424
BluePath Capital Management
Georgia
$347K +$286K +326 New
QPW
3425
Quantum Private Wealth
Florida
$346K -$36K -41 -11%
135 136
137
138 139