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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
1601
LifeSteps Financial
California
$425K +$21.8K +100 +6%
YDMI
1602
Y.D. More Investments
Israel
$423K +$384K +1,763 New
GBT
1603
Grove Bank & Trust
Florida
$423K +$3.05K +14 +0.8%
PI
1604
PFS Investments
Georgia
$421K +$73.1K +336 +24%
YIA
1605
YHB Investment Advisors
Connecticut
$421K +$3.27K +15 +0.9%
GCA
1606
Gradient Capital Advisors
California
$420K – – –
FAG
1607
Fortitude Advisory Group
Washington
$420K +$27K +124 +8%
WA
1608
WealthTrust Axiom
Pennsylvania
$420K +$32.4K +149 +9%
MGWM
1609
Marks Group Wealth Management
Minnesota
$419K – – –
TTWM
1610
TCV Trust & Wealth Management
Virginia
$418K +$6.97K +32 +2%
TGAM
1611
TBH Global Asset Management
Tennessee
$418K +$379K +1,743 New
RFA
1612
Register Financial Advisors
Georgia
$417K +$379K +1,741 New
TBNY
1613
Trustco Bank (New York)
New York
$417K -$2.61K -12 -0.7%
SFG
1614
Sovereign Financial Group
Connecticut
$417K +$20.9K +96 +6%
T
1615
TOBAM
France
$416K -$245K -1,127 -39%
BFS
1616
Bard Financial Services
Connecticut
$416K +$378K +1,735 New
LA
1617
Legacy Advisors
Pennsylvania
$416K +$62.5K +287 +20%
LA
1618
Latitude Advisors
Florida
$416K -$48.3K -222 -11%
KWM
1619
Kaydan Wealth Management
Michigan
$415K -$6.31K -29 -2%
OW
1620
Olistico Wealth
Oklahoma
$414K +$377K +1,730 New
ARG
1621
Advisory Resource Group
Oklahoma
$414K -$17.9K -82 -5%
TW
1622
TrinityPoint Wealth
Connecticut
$414K -$2.83K -13 -0.7%
VAM
1623
Verity Asset Management
North Carolina
$414K +$376K +1,727 New
RMAM
1624
Raab & Moskowitz Asset Management
New Jersey
$413K – – –
FNT
1625
First Nebraska Trust
Nebraska
$413K +$376K +1,726 New
63 64
65
66 67