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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SHWM
1251
Silicon Hills Wealth Management
Texas
$557K +$604K +2,899 New
CHJWM
1252
Carlton Hofferkamp & Jenks Wealth Management
Texas
$555K +$174K +835 +48%
PWM
1253
Perigon Wealth Management
California
$553K +$3.96K +19 +0.7%
GP
1254
Girard Partners
Pennsylvania
$553K +$127K +609 +27%
CW
1255
CreativeOne Wealth
Kansas
$549K -$13.3K -64 -2%
BFM
1256
Boston Financial Management
Massachusetts
$549K +$53.9K +259 +10%
MHIC
1257
Marble Harbor Investment Counsel
Massachusetts
$548K – – –
CAMG
1258
CWA Asset Management Group
Florida
$548K +$24.8K +119 +4%
HWA
1259
HCR Wealth Advisors
California
$547K – – –
SIM
1260
Stratos Investment Management
Ohio
$547K +$289K +1,389 +95%
SFSG
1261
Sound Financial Strategies Group
Mississippi
$546K +$2.71K +13 +0.5%
CIS
1262
Capital International Sarl
California
$544K -$40K -192 -6%
THWM
1263
Taylor Hoffman Wealth Management
Virginia
$544K -$19.6K -94 -3%
V
1264
VeraBank
Texas
$544K – – –
MBTD
1265
Mechanics Bank - Trust Department
California
$543K – – –
SCA
1266
Sippican Capital Advisors
Massachusetts
$538K -$41.7K -200 -7%
PC
1267
Peavine Capital
Nevada
$538K – – –
FFS
1268
Founders Financial Securities
Maryland
$538K +$1.87K +9 +0.3%
CAM
1269
CenterStar Asset Management
Illinois
$537K – – –
SNB
1270
Security National Bank
Nebraska
$537K – – –
GWM
1271
Gray Wealth Management
Maine
$534K -$5K -24 -0.9%
MFS
1272
Mirabella Financial Services
United Kingdom
$534K +$580K +2,784 New
CIC
1273
Crawford Investment Counsel
Georgia
$532K -$54.6K -262 -9%
GIA
1274
Gladstone Institutional Advisory
Florida
$529K -$557K -2,676 -49%
SC
1275
SouthState Corp
Florida
$529K -$70.2K -337 -11%
49 50
51
52 53