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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
3676
Hughes Financial Services
Virginia
$258K +$16.7K +19 +9%
AIMC
3677
Alley Investment Management Company
Illinois
$258K +$213K +242 New
CA
3678
CapWealth Advisors
Tennessee
$258K +$213K +242 New
TFA
3679
Tobias Financial Advisors
Florida
$258K +$213K +242 New
JAA
3680
Joel Adams & Associates
North Carolina
$257K +$212K +241 New
WAG
3681
Wallace Advisory Group
California
$257K +$212K +241 New
RIP
3682
RAM Investment Partners
Washington
$257K -$192K -218 -47%
SVWG
3683
Shared Vision Wealth Group
United States
$256K +$212K +241 New
PWA
3684
PCG Wealth Advisors
Kansas
$256K +$211K +240 New
CBUSF
3685
Construction & Building Unions Superannuation Fund
Australia
$256K +$211K +240 New
KWM
3686
Kiker Wealth Management
Georgia
$256K +$211K +240 New
WAM
3687
Wallington Asset Management
Indiana
$256K +$211K +240 New
GHI
3688
Gross & Hartman Investments
Pennsylvania
$255K +$210K +239 New
PWM
3689
Provident Wealth Management
Tennessee
$255K +$210K +239 New
WLPWM
3690
Walled Lake Planning & Wealth Management
Illinois
$254K +$210K +239 New
DF
3691
Dedeker Financial
Minnesota
$253K +$209K +238 New
1CP
3692
1015 Capital Partners
Pennsylvania
$253K – – –
FPN
3693
Financial Planning Navigators
Minnesota
$252K +$208K +237 New
JFA
3694
JNBA Financial Advisors
Minnesota
$252K -$7.91K -9 -4%
DCM
3695
Davis Capital Management
Florida
$252K +$170K +194 +451%
MLL
3696
Moody Lynn & Lieberson
Massachusetts
$252K +$208K +237 New
SFA
3697
Salus Financial Advisors
Colorado
$252K +$208K +237 New
GCM
3698
Gambit Capital Management
Tennessee
$251K +$207K +236 New
MFA
3699
McClarren Financial Advisors
Pennsylvania
$251K +$207K +236 New
OFG
3700
Orcam Financial Group
California
$251K +$207K +236 New
146 147
148
149 150