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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
1601
Peddock Capital Advisors
Massachusetts
$309K +$36.9K +175 +11%
DIA
1602
Davidson Investment Advisors
Montana
$308K -$13.7K -65 -4%
WCM
1603
WealthBridge Capital Management
Ohio
$308K – – –
CCM
1604
Check Capital Management
California
$307K – – –
SC
1605
Stephens Consulting
Michigan
$307K -$155K -735 -30%
BWM
1606
BigSur Wealth Management
Florida
$306K – – –
LSPW
1607
Lake Street Private Wealth
Illinois
$306K +$13.5K +64 +4%
GWS
1608
Glassman Wealth Services
Virginia
$306K +$21.9K +104 +6%
WPC
1609
Waters Parkerson & Co
Louisiana
$306K +$88.1K +418 +32%
ARMC
1610
American Research & Management Company
Massachusetts
$305K – – –
FAN
1611
Financial Advisors Network
California
$305K +$10.5K +50 +3%
BFA
1612
Benedict Financial Advisors
Georgia
$304K -$17.7K -84 -5%
TSS
1613
Thomas Story & Son
Indiana
$304K – – –
AAS
1614
Annex Advisory Services
Wisconsin
$304K +$8.22K +39 +2%
PCI
1615
Planning Center Inc
Illinois
$302K +$38.8K +184 +12%
SWP
1616
Summit Wealth Partners
Florida
$301K -$139K -659 -28%
RWB
1617
RMR Wealth Builders
New Jersey
$301K -$20K -95 -5%
WDA
1618
Wendell David Associates
New Hampshire
$301K – – –
AMM
1619
American Money Management
California
$301K +$632 +3 +0.2%
WFA
1620
WMG Financial Advisors
Tennessee
$300K -$12.4K -59 -3%
LWM
1621
Laidlaw Wealth Management
New York
$299K -$56.1K -266 -14%
WP
1622
WealthShield Partners
North Carolina
$299K -$32.7K -155 -8%
LF
1623
LifeSteps Financial
California
$299K – – –
LA
1624
Lakeside Advisors
Washington
$299K +$21.1K +100 +6%
ACM
1625
Ategra Capital Management
Virginia
$299K – – –
63 64
65
66 67