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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
JAA
3651
Joel Adams & Associates
North Carolina
$257K +$212K +241 New
WAG
3652
Wallace Advisory Group
California
$257K +$212K +241 New
RIP
3653
RAM Investment Partners
Washington
$257K -$192K -218 -47%
SVWG
3654
Shared Vision Wealth Group
United States
$256K +$212K +241 New
PWA
3655
PCG Wealth Advisors
Kansas
$256K +$211K +240 New
CBUSF
3656
Construction & Building Unions Superannuation Fund
Australia
$256K +$211K +240 New
KWM
3657
Kiker Wealth Management
Georgia
$256K +$211K +240 New
WAM
3658
Wallington Asset Management
Indiana
$256K +$211K +240 New
GHI
3659
Gross & Hartman Investments
Pennsylvania
$255K +$210K +239 New
PWM
3660
Provident Wealth Management
Tennessee
$255K +$210K +239 New
WLPWM
3661
Walled Lake Planning & Wealth Management
Illinois
$254K +$210K +239 New
DF
3662
Dedeker Financial
Minnesota
$253K +$209K +238 New
1CP
3663
1015 Capital Partners
Pennsylvania
$253K – – –
FPN
3664
Financial Planning Navigators
Minnesota
$252K +$208K +237 New
JFA
3665
JNBA Financial Advisors
Minnesota
$252K -$7.91K -9 -4%
DCM
3666
Davis Capital Management
Florida
$252K +$170K +194 +451%
MLL
3667
Moody Lynn & Lieberson
Massachusetts
$252K +$208K +237 New
SFA
3668
Salus Financial Advisors
Colorado
$252K +$208K +237 New
GCM
3669
Gambit Capital Management
Tennessee
$251K +$207K +236 New
MFA
3670
McClarren Financial Advisors
Pennsylvania
$251K +$207K +236 New
OFG
3671
Orcam Financial Group
California
$251K +$207K +236 New
DR
3672
Davis Rea
Ontario, Canada
$250K +$206K +235 New
MFC
3673
Morris Financial Concepts
South Carolina
$250K +$206K +235 New
PHWM
3674
Palatine Hill Wealth Management
Michigan
$250K +$206K +235 New
SC
3675
Schiavi & Co
Delaware
$250K +$206K +235 New
145 146
147
148 149