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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SPP
3801
Single Point Partners
Massachusetts
$213K +$176K +200 New
SCG
3802
Sonata Capital Group
Washington
$213K +$176K +200 New
TCM
3803
Timbuktu Capital Management
Massachusetts
$213K +$176K +200 New
TWM
3804
TriaGen Wealth Management
California
$213K +$176K +200 New
WPA
3805
Winning Points Advisors
Florida
$213K +$176K +200 New
ZAM
3806
Zevin Asset Management
Massachusetts
$213K +$176K +200 New
SPW
3807
Stillwater Private Wealth
Pennsylvania
$212K +$218K +248 New
CA
3808
Crumly & Associates
Illinois
$212K +$175K +199 New
RPGNY
3809
Retirement Planning Group (New York)
New York
$212K +$175K +199 New
SA
3810
Scarborough Advisors
Maryland
$211K -$45.7K -52 -18%
DA
3811
Drake & Associates
Wisconsin
$211K +$174K +198 New
ACA
3812
Atlas Capital Advisors
Wyoming
$211K +$148K +169 +583%
AFP
3813
Alpha Financial Partners
Kentucky
$211K +$174K +198 New
FI
3814
FWG Investments
Kentucky
$210K +$173K +197 New
TBF
3815
True Blue Financial
Michigan
$209K +$172K +196 New
JWWM
3816
Johnson & White Wealth Management
Pennsylvania
$209K +$172K +196 New
PFA
3817
Pettinga Financial Advisors
Indiana
$209K +$172K +196 New
CWA
3818
Cornerstone Wealth Advisors
Minnesota
$209K +$172K +196 New
MPPHD
3819
Maloon Powers Pitre Higgins & Dennehy
California
$208K +$172K +196 New
SFAM
3820
Sawyer Falduto Asset Management
Illinois
$208K – – –
CWA
3821
Continuum Wealth Advisors
New York
$208K +$171K +195 New
MFA
3822
Morling Financial Advisors
California
$208K +$171K +195 New
RP
3823
Riverwater Partners
Wisconsin
$208K +$171K +195 New
SFC
3824
Sprinkle Financial Consultants
Colorado
$208K +$171K +195 New
RCM
3825
Regency Capital Management
Hawaii
$208K +$171K +195 New
151 152
153
154 155