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Caterpillar
CAT

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