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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
3401
Pinnacle Family Advisors
Missouri
$235K +$229K +331 New
GFWA
3402
Grey Fox Wealth Advisors
Delaware
$235K +$229K +331 New
MPWS
3403
McCarter Private Wealth Services
Massachusetts
$235K +$229K +331 New
MWM
3404
Melfa Wealth Management
Massachusetts
$234K +$229K +330 New
BAM
3405
Broyhill Asset Management
North Carolina
$234K -$27.7K -40 -11%
FA
3406
Fiducient Advisors
Illinois
$234K -$18.7K -27 -8%
NPFS
3407
Novak & Powell Financial Services
Florida
$234K +$229K +330 New
SIA
3408
Serenity Investment Advisors
Illinois
$233K +$184K +265 New
ATFA
3409
All Terrain Financial Advisors
Minnesota
$233K +$228K +329 New
LFG
3410
Lazard Frères Gestion
France
$233K +$229K +330 New
BAM
3411
Belleair Asset Management
Florida
$232K +$227K +328 New
TW
3412
Towerpoint Wealth
California
$232K +$226K +327 New
HCWM
3413
Hidden Cove Wealth Management
Washington
$232K +$226K +327 New
BH
3414
Burk Holdings
Oklahoma
$231K +$226K +326 New
NWP
3415
NerdWallet Wealth Partners
New York
$231K +$226K +326 New
IPW
3416
Intergy Private Wealth
Colorado
$230K -$314K -454 -58%
B
3417
Barings
North Carolina
$230K +$225K +325 New
BI
3418
Breachway Investments
Rhode Island
$228K +$216K +312 New
PGFG
3419
Pine Grove Financial Group
Minnesota
$227K +$222K +321 New
ACM
3420
Alessandra Capital Management
California
$227K +$222K +320 New
CCP
3421
Carmel Capital Partners
California
$227K +$222K +320 New
TIM
3422
Thor Investment Management
Ohio
$227K +$222K +320 New
PPG
3423
Peak Planning Group
Colorado
$226K +$221K +319 New
PA
3424
PFW Advisors
Georgia
$226K +$221K +319 New
FZCM
3425
Flynn Zito Capital Management
New York
$226K +$221K +319 New
135 136
137
138 139