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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
DM
1426
Diversified Management
Wisconsin
$2.01M +$1.95M +3,510 New
HAS
1427
HBW Advisory Services
California
$2.01M +$834K +1,500 +75%
BRM
1428
Boston Research & Management
Massachusetts
$2.01M -$22.2K -40 -1%
TNB
1429
Thomasville National Bank
Georgia
$2M -$108K -194 -5%
CFS
1430
CRA Financial Services
New Jersey
$2M +$5.56K +10 +0.3%
SAM
1431
Sequent Asset Management
Texas
$1.99M -$10K -18 -0.5%
KCM
1432
Kathmere Capital Management
Pennsylvania
$1.98M +$118K +213 +7%
KWMG
1433
King Wealth Management Group
Florida
$1.98M -$17.2K -31 -0.9%
DFA
1434
Delta Financial Advisors
Louisiana
$1.98M +$635K +1,142 +50%
TAM
1435
Titleist Asset Management
Texas
$1.97M +$271K +487 +16%
PF
1436
Phoenix Financial
Israel
$1.97M -$485K -872 -11%
IP
1437
Investment Partners
Ohio
$1.96M -$117K -211 -6%
BWM
1438
Braeburn Wealth Management
Michigan
$1.96M +$1.9M +3,425 New
SCM
1439
Spreng Capital Management
Ohio
$1.96M -$44.5K -80 -2%
CFA
1440
Churchill Financial Advisors
Kentucky
$1.96M +$1.9M +3,413 New
LWA
1441
Lantern Wealth Advisors
New York
$1.95M +$38.4K +69 +2%
QPBE
1442
Quintet Private Bank (Europe)
Luxembourg
$1.95M -$15.6K -28 -0.8%
UCI
1443
Uncommon Cents Investing
Wisconsin
$1.95M -$16.7K -30 -0.9%
GCM
1444
Genus Capital Management
British Columbia, Canada
$1.95M +$1.89M +3,400 New
VWM
1445
Venturi Wealth Management
Texas
$1.95M +$40K +72 +2%
SIS
1446
Sound Income Strategies
Florida
$1.94M +$472K +849 +40%
PWM
1447
Pinnacle Wealth Management
California
$1.93M +$1.88M +3,375 New
BAM
1448
Belpointe Asset Management
Nevada
$1.93M +$320K +575 +21%
MBT
1449
Montecito Bank & Trust
California
$1.93M +$9.45K +17 +0.5%
MCA
1450
MSH Capital Advisors
Arizona
$1.92M +$485K +873 +35%
56 57
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