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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SH
3626
SLT Holdings
Arizona
$272K +$224K +255 New
WAS
3627
Winch Advisory Services
Wisconsin
$271K +$24.6K +28 +12%
PIFP
3628
Partners in Financial Planning
Virginia
$270K +$223K +254 New
SPIA
3629
Strategic Point Investment Advisors
Rhode Island
$270K +$223K +254 New
MCIA
3630
Mountain Capital Investment Advisors
Colorado
$270K +$223K +254 New
FC
3631
Fairscale Capital
New Hampshire
$269K – – –
TCM
3632
Triumph Capital Management
Colorado
$269K -$2.63K -3 -1%
LP
3633
LMR Partners
United Kingdom
$268K +$221K +252 New
TPW
3634
Talon Private Wealth
Florida
$268K -$1.79M -2,042 -89%
MIM
3635
MTM Investment Management
South Carolina
$267K – – –
MPPLM
3636
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$267K +$220K +251 New
CAL
3637
Capital Advisors Ltd
Ohio
$267K – – –
PFA
3638
Pathway Financial Advisers
Indiana
$267K +$220K +250 New
SJIM
3639
St. Johns Investment Management
Florida
$266K – – –
AC
3640
Avenir Corporation
Virginia
$266K +$220K +250 New
BWM
3641
BCGM Wealth Management
Indiana
$266K +$220K +250 New
CG
3642
Clifford Group
Massachusetts
$266K +$220K +250 New
GPW
3643
Gray Private Wealth
Massachusetts
$266K +$220K +250 New
HCMG
3644
Howard Capital Management Group
California
$266K +$220K +250 New
JSA
3645
Jacobson & Schmitt Advisors
Wisconsin
$266K +$220K +250 New
LAS
3646
Legacy Advisory Services
Pennsylvania
$266K +$220K +250 New
LSWM
3647
Lorne Steinberg Wealth Management
Canada
$266K +$220K +250 New
MSK
3648
Melissa S. Kampmann
$266K +$220K +250 New
TWM
3649
Tanglewood Wealth Management
Texas
$266K +$220K +250 New
UFA
3650
Uptown Financial Advisors
Texas
$266K +$220K +250 New
144 145
146
147 148