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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HC
3426
Hoese & Co
Minnesota
$346K +$286K +325 New
WA
3427
WP Advisors
California
$346K -$42.2K -48 -13%
CCP
3428
Carmel Capital Partners
California
$345K +$3.51K +4 +1%
BCM
3429
Bienville Capital Management
New York
$345K +$285K +324 New
CFP
3430
Curran Financial Partners
South Carolina
$344K +$4.39K +5 +2%
AWS
3431
Arkfeld Wealth Strategies
Nebraska
$344K -$17.6K -20 -5%
S
3432
Storgate
Texas
$343K +$283K +322 New
TCOO
3433
Trust Company of Oklahoma
Oklahoma
$342K +$11.4K +13 +4%
MWM
3434
Mosley Wealth Management
California
$341K -$878 -1 -0.3%
PFA
3435
Pinnacle Family Advisors
Missouri
$341K -$9.66K -11 -3%
PSCM
3436
Per Stirling Capital Management
Texas
$341K +$5.27K +6 +2%
CASB
3437
Cape Ann Savings Bank
Massachusetts
$341K -$13.2K -15 -4%
ACM
3438
Alessandra Capital Management
California
$341K – – –
PPG
3439
Peak Planning Group
Colorado
$340K – – –
RIS
3440
Richmond Investment Services
Wisconsin
$339K -$649K -739 -70%
B
3441
BetterWealth
California
$339K – – –
IQI
3442
Integrated Quantitative Investments
Washington
$339K +$279K +318 New
HIF
3443
Hill Island Financial
Michigan
$338K -$878 -1 -0.3%
MJFG
3444
Mars Jewett Financial Group
Washington
$337K +$7.03K +8 +3%
PWM
3445
PMG Wealth Management
Illinois
$335K – – –
PWP
3446
Parkwoods Wealth Partners
New York
$335K +$277K +315 New
HFS
3447
Hopwood Financial Services
Virginia
$335K -$26.4K -30 -9%
WAM
3448
WealthTrust Asset Management
Florida
$335K – – –
VIM
3449
Vista Investment Management
Pennsylvania
$334K -$18.4K -21 -6%
RA
3450
Riverstone Advisors
Texas
$334K +$19.3K +22 +8%
136 137
138
139 140