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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1351
Berkshire Asset Management
Pennsylvania
$679K +$718K +2,969 New
GAM
1352
Grandview Asset Management
Pennsylvania
$679K -$68.7K -284 -9%
GP
1353
Girard Partners
Pennsylvania
$677K -$58.3K -241 -8%
PAMG
1354
Patton Albertson Miller Group
Tennessee
$677K -$1.93K -8 -0.3%
HA
1355
Harfst & Associates
Wyoming
$676K – – –
CI
1356
CX Institutional
Indiana
$676K +$26.1K +108 +4%
T
1357
TRUADVICE
Florida
$676K +$747K +3,089 New
CB
1358
CNB Bank
Pennsylvania
$672K -$4.59K -19 -0.6%
CW
1359
CIC Wealth
Maryland
$672K -$4.59K -19 -0.6%
VIG
1360
Vienna Insurance Group
Poland
$671K +$709K +2,932 New
KFS
1361
Kurt F. Somerville
$667K -$12.1K -50 -2%
LB
1362
Leo Brokerage
Texas
$666K +$703K +2,909 New
SFG
1363
StrategIQ Financial Group
Indiana
$663K -$5.08K -21 -0.7%
BEI
1364
Benjamin Edwards Inc
Missouri
$663K +$55.1K +228 +9%
CWA
1365
Clarus Wealth Advisors
Arizona
$662K +$49.8K +206 +7%
JFGIW
1366
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$661K +$117K +485 +20%
IIC
1367
Ironwood Investment Counsel
Arizona
$660K -$19.6K -81 -3%
FFG
1368
Fortem Financial Group
California
$659K -$96K -397 -12%
GFL
1369
Granite FO LLC
New Hampshire
$656K +$725K +3,000 New
BI
1370
Ballast Inc
Kentucky
$656K +$13.8K +57 +2%
CWP
1371
Cyndeo Wealth Partners
Florida
$654K -$2.18K -9 -0.3%
WP
1372
Wealthspan Partners
Iowa
$654K – – –
MLFP
1373
MPS Loria Financial Planners
Illinois
$654K +$725 +3 +0.1%
APG
1374
Abacus Planning Group
South Carolina
$653K – – –
DEM
1375
Disciplined Equity Management
Florida
$652K +$689K +2,848 New
53 54
55
56 57