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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
3801
Paladin Partners
Wisconsin
$220K – – –
AF
3802
ASL Financial
California
$220K +$182K +207 New
MCM
3803
McRae Capital Management
New Jersey
$220K +$182K +207 New
AIP
3804
Avail Investment Partners
Pennsylvania
$220K +$182K +207 New
EPW
3805
Endeavor Private Wealth
Kansas
$220K +$181K +206 New
CFG
3806
Clayton Financial Group
Missouri
$219K -$242K -276 -57%
GSWM
3807
Greenup Street Wealth Management
Michigan
$219K +$181K +206 New
NCTC
3808
New Covenant Trust Company
Indiana
$218K -$81.7K -93 -31%
ES
3809
Eagle Strategies
New York
$218K +$180K +205 New
MMCM
3810
Murphy & Mullick Capital Management
New York
$216K +$878 +1 +0.5%
NCM
3811
Neumann Capital Management
California
$216K +$178K +203 New
PPW
3812
Pasadena Private Wealth
California
$216K +$178K +203 New
BFC
3813
Blue Fin Capital
Rhode Island
$215K +$177K +202 New
PCA
3814
Providence Capital Advisors
North Carolina
$215K +$177K +202 New
PF
3815
Penney Financial
Texas
$215K +$177K +202 New
SF
3816
Seros Financial
Arizona
$214K +$177K +201 New
BFA
3817
Bluestem Financial Advisors
Illinois
$214K +$177K +201 New
JMA
3818
J.M. Arbour
Maine
$213K +$176K +200 New
BC
3819
Broadwater Capital
Massachusetts
$213K – – –
CCC
3820
Chelsea Counsel Company
California
$213K – – –
HCM
3821
Horrell Capital Management
Arkansas
$213K – – –
BRPW
3822
Ballast Rock Private Wealth
South Carolina
$213K +$176K +200 New
C
3823
Croban
Ohio
$213K +$176K +200 New
FF
3824
Farrow Financial
Vermont
$213K +$176K +200 New
FFM
3825
Flagstone Financial Management
Nebraska
$213K +$176K +200 New
151 152
153
154 155