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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
YWP
1626
YorkBridge Wealth Partners
New York
$260K +$26.2K +126 +10%
BOS
1627
Bingham Osborn & Scarborough
California
$259K -$48.5K -233 -15%
WPC
1628
Waters Parkerson & Co
Louisiana
$258K – – –
FFG
1629
Frisch Financial Group
New York
$257K -$5.83K -28 -2%
CFC
1630
Coyle Financial Counsel
Illinois
$257K – – –
SFFS
1631
Stonehage Fleming Financial Services
Jersey
$257K – – –
GLLW
1632
Graves Light Lenhart Wealth
Virginia
$257K +$11.7K +56 +4%
WFA
1633
WestHill Financial Advisors
California
$256K +$277K +1,332 New
BFG
1634
Berger Financial Group
Minnesota
$255K – – –
PCG
1635
Private Capital Group
Connecticut
$255K +$208 +1 +0.1%
MMC
1636
Mizuho Markets Cayman
Cayman Islands
$254K -$1.04M -5,016 -79%
RFA
1637
Reilly Financial Advisors
California
$254K +$208 +1 +0.1%
BL
1638
Balentine LLC
Georgia
$254K +$14.6K +70 +6%
JF
1639
JSF Financial
California
$254K +$276K +1,323 New
MCM
1640
Monarch Capital Management
Indiana
$253K – – –
PP
1641
PDS Planning
Ohio
$253K +$46K +221 +20%
PBF
1642
Petix & Botte Financial
California
$252K +$273K +1,312 New
MIP
1643
Marietta Investment Partners
Wisconsin
$250K – – –
NAMP
1644
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$250K – – –
KIG
1645
Kowal Investment Group
Wisconsin
$250K +$3.75K +18 +1%
GCP
1646
GSA Capital Partners
United Kingdom
$249K +$270K +1,297 New
MIS
1647
Morningstar Investment Services
Illinois
$248K -$49.4K -237 -16%
EBA
1648
Eagle Bay Advisors
New York
$248K +$113K +543 +73%
AAS
1649
Annex Advisory Services
Wisconsin
$247K -$124K -595 -32%
FA
1650
FDx Advisors
Illinois
$247K +$73.9K +355 +38%
64 65
66
67 68