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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
3726
Carroll Investors
South Carolina
$234K +$193K +220 New
SCM
3727
Sidoxia Capital Management
California
$234K +$193K +220 New
APW
3728
Atlantic Private Wealth
North Carolina
$233K – – –
TFM
3729
Trademark Financial Management
Minnesota
$233K +$192K +219 New
SS
3730
Sound Stewardship
Kansas
$233K +$192K +218 New
PAM
3731
Pacific Asset Management
Washington
$233K +$192K +218 New
WAM
3732
Weinberger Asset Management
California
$232K -$3.51K -4 -1%
WWM
3733
Wolff Wiese Magana
California
$232K -$18.4K -21 -9%
AA
3734
Auxano Advisors
Washington
$231K +$191K +217 New
CB
3735
Chris Bulman
California
$231K -$208K -237 -52%
CH
3736
Canton Hathaway
Rhode Island
$231K – – –
MCM
3737
Mattern Capital Management
Colorado
$231K +$191K +217 New
CSI
3738
Clark & Stuart Inc
Maine
$230K -$87.8K -100 -32%
CPWL
3739
Coquina Private Wealth LLC
Florida
$230K +$190K +216 New
DA
3740
Detalus Advisors
Missouri
$230K +$190K +216 New
LFWA
3741
LiftPoint Family Wealth Advisors
New Jersey
$230K +$190K +216 New
CA
3742
Centerpoint Advisors
Massachusetts
$229K – – –
SWM
3743
Salvus Wealth Management
New Jersey
$229K -$87.8K -100 -32%
LPP
3744
Life Planning Partners
Florida
$229K +$189K +215 New
WI
3745
Westbourne Investments
Virginia
$229K +$189K +215 New
FCMT
3746
Founders Capital Management (Texas)
Texas
$228K +$29.9K +34 +19%
CFO
3747
Collective Family Office
Pennsylvania
$228K +$188K +214 New
FSBI
3748
Fearless Solutions (Best Invest)
Texas
$228K +$188K +214 New
JWM
3749
Johnson Wealth Management
North Dakota
$228K +$188K +214 New
MWAM
3750
Manhattan West Asset Management
California
$228K +$188K +214 New
148 149
150
151 152