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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWAU
3476
Alliance Wealth Advisors (Utah)
Utah
$315K -$14.9K -17 -5%
SI
3477
Stonekeep Investments
New Mexico
$315K +$2.63K +3 +1%
SIM
3478
Synergy Investment Management
Florida
$315K +$64.1K +73 +31%
E
3479
EntreWealth
Texas
$315K +$322K +367 New
PFC
3480
Phocas Financial Corp
California
$314K – – –
SC
3481
Saturna Capital
Washington
$314K – – –
CWA
3482
CM Wealth Advisors
Ohio
$314K +$259K +295 New
JGUA
3483
John G. Ullman & Associates
New York
$313K -$89.6K -102 -26%
MCP
3484
Martin Capital Partners
Oregon
$313K – – –
DTL
3485
Dynamic Technology Lab
Singapore
$313K +$258K +294 New
BWAM
3486
Blue Water Asset Management
Michigan
$313K +$258K +294 New
SCP
3487
Silverleafe Capital Partners
Tennessee
$313K -$7.03K -8 -3%
SFS
3488
Symphony Financial Services
Ohio
$312K – – –
BSTWA
3489
Blake Schutter Theil Wealth Advisors
Ohio
$312K – – –
DF
3490
Dunhill Financial
United Kingdom
$311K -$2.63K -3 -1%
AFW
3491
Atlantic Family Wealth
Florida
$311K – – –
DAC
3492
Dividend Assets Capital
South Carolina
$310K – – –
PWG
3493
Private Wealth Group
Florida
$310K +$1.76K +2 +0.7%
MAM
3494
Martingale Asset Management
Massachusetts
$310K +$256K +291 New
VFA
3495
Values First Advisors
Tennessee
$309K – – –
PRTG
3496
Post Resch Tallon Group
New York
$309K – – –
TCM
3497
TruNorth Capital Management
Michigan
$309K – – –
ZCP
3498
Z3 Capital Partners
Virginia
$309K – – –
LGW
3499
Leslie Global Wealth
Illinois
$309K +$878 +1 +0.3%
SWP
3500
Stone Wealth Partners
Louisiana
$309K +$255K +290 New
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140
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