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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1576
WealthShield Partners
North Carolina
$286K +$13.5K +74 +4%
PCP
1577
Proficio Capital Partners
Massachusetts
$285K -$66.9K -366 -17%
RMAM
1578
Raab & Moskowitz Asset Management
New Jersey
$283K -$8.22K -45 -3%
TTWM
1579
TCV Trust & Wealth Management
Virginia
$282K -$32.9K -180 -10%
CCM
1580
Check Capital Management
California
$282K – – –
SC
1581
Stephens Consulting
Michigan
$282K – – –
BIC
1582
Beach Investment Counsel
Pennsylvania
$281K -$64.5K -353 -17%
HPWM
1583
Highland Private Wealth Management
Washington
$281K -$37.4K -205 -11%
BWM
1584
BigSur Wealth Management
Florida
$281K – – –
WPC
1585
Waters Parkerson & Co
Louisiana
$281K – – –
IF
1586
Intrua Financial
Texas
$281K +$11.3K +62 +4%
DWM
1587
Drive Wealth Management
Utah
$281K +$74.2K +406 +31%
TSS
1588
Thomas Story & Son
Indiana
$279K – – –
SN
1589
Sittner & Nelson
Oregon
$279K +$50.6K +277 +19%
TFA
1590
Trinity Financial Advisors
Ohio
$279K +$311K +1,700 New
HCM
1591
Hutchinson Capital Management
California
$278K -$5.48K -30 -2%
EWA
1592
EverSource Wealth Advisors
Alabama
$278K +$60.8K +333 +25%
SWP
1593
Summit Wealth Partners
Florida
$276K – – –
FAFN
1594
First Affirmative Financial Network
Colorado
$276K -$63.8K -349 -17%
WDA
1595
Wendell David Associates
New Hampshire
$276K – – –
PCA
1596
Peddock Capital Advisors
Massachusetts
$275K -$9.68K -53 -3%
LF
1597
LifeSteps Financial
California
$275K – – –
WQ
1598
Wealth Quarterback
New Jersey
$275K +$8.4K +46 +3%
DIA
1599
Davidson Investment Advisors
Montana
$274K -$10K -55 -3%
ARMC
1600
American Research & Management Company
Massachusetts
$274K -$6.58K -36 -2%
62 63
64
65 66