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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FH
3526
Financial Harvest
Florida
$204K +$199K +288 New
OP
3527
Oath Planning
Oklahoma
$204K +$199K +287 New
OCG
3528
Opus Capital Group
Ohio
$203K +$198K +286 New
APC
3529
Aspire Private Capital
North Carolina
$203K +$198K +286 New
IW
3530
Instrumental Wealth
Florida
$203K +$6.93K +10 +4%
HFS
3531
Hoge Financial Services
Pennsylvania
$202K +$198K +286 New
TCMP
3532
Thrive Capital Management (Pennsylvania)
Pennsylvania
$202K +$197K +285 New
PWM
3533
PTM Wealth Management
United States
$202K +$194K +280 New
SP
3534
Sequent Planning
Nebraska
$202K +$197K +285 New
SA
3535
Scarborough Advisors
Maryland
$201K +$197K +284 New
AIA
3536
Accelerate Investment Advisors
California
$201K +$197K +284 New
CB
3537
Centennial Bank
Arkansas
$200K – – –
WA
3538
Waystone Advisors
Washington
$200K +$196K +283 New
CCMI
3539
Creative Capital Management Investments
California
$198K +$35.3K +51 +22%
SOW
3540
State of Wyoming
Wyoming
$194K -$693 -1 -0.4%
MPW
3541
MASECO Private Wealth
$193K +$15.2K +22 +9%
CYG
3542
Clean Yield Group
Vermont
$191K – – –
SFS
3543
Sunrise Financial Services
Washington
$191K +$10.4K +15 +6%
MUMSS
3544
Mitsubishi UFJ Morgan Stanley Securities
Japan
$189K -$357K -516 -66%
3FI
3545
3 Factor Indexing
California
$189K +$185K +267 New
MCP
3546
Miller Capital Partners
Michigan
$188K – – –
DWA
3547
Delos Wealth Advisors
Texas
$182K -$20.8K -30 -10%
TCM
3548
Triumph Capital Management
Colorado
$181K -$24.2K -35 -12%
FC
3549
Fairscale Capital
New Hampshire
$179K – – –
CAL
3550
Capital Advisors Ltd
Ohio
$178K +$14.5K +21 +9%
140 141
142
143 144