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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1551
Avior Wealth Management
Nebraska
$477K +$250K +1,036 +99%
PP
1552
PDS Planning
Ohio
$477K +$89.7K +371 +22%
ASC
1553
Atalanta Sosnoff Capital
New York
$477K -$18.9K -78 -4%
KFA
1554
Kelleher Financial Advisors
New York
$475K +$1.21K +5 +0.2%
BWA
1555
BlueSky Wealth Advisors
North Carolina
$474K -$1.93K -8 -0.4%
TFO
1556
Tarbox Family Office
California
$474K -$75.2K -311 -13%
TCPWM
1557
Traverso Chambers Private Wealth Management
California
$472K – – –
MSCM
1558
McElhenny Sheffield Capital Management
Texas
$472K +$11.4K +47 +2%
CWM
1559
Cahaba Wealth Management
Georgia
$472K -$13.3K -55 -3%
AA
1560
AF Advisors
California
$471K – – –
CPIG
1561
Chicago Partners Investment Group
Illinois
$471K +$62.4K +258 +14%
SFA
1562
Source Financial Advisors
New York
$469K -$381K -1,577 -43%
FSA
1563
Fort Sheridan Advisors
Illinois
$468K – – –
GIA
1564
GHP Investment Advisors
Colorado
$465K -$11.6K -48 -2%
TIM
1565
Total Investment Management
Arizona
$464K – – –
AIM
1566
Acropolis Investment Management
Missouri
$462K – – –
GA
1567
Geller Advisors
New York
$462K +$84.9K +351 +21%
PG
1568
Patten Group
Tennessee
$461K +$73.5K +304 +18%
TAM
1569
Townsend Asset Management
North Carolina
$461K -$1.45M -5,995 -75%
RDIA
1570
RE Dickinson Investment Advisors
Iowa
$458K -$60.4K -250 -11%
CCG
1571
Ceeto Capital Group
Florida
$458K – – –
JWBC
1572
J.W. Burns & Co
New York
$458K – – –
BCM
1573
Bienville Capital Management
New York
$458K – – –
WP
1574
WealthSource Partners
California
$458K -$43.3K -179 -8%
SF
1575
Summit Financial
New Jersey
$456K -$30K -124 -6%
61 62
63
64 65