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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1626
Check Capital Management
California
$411K – – –
AIM
1627
Avity Investment Management
Connecticut
$411K -$74.5K -342 -17%
PP
1628
PDS Planning
Ohio
$411K +$33.3K +153 +10%
PG
1629
Patten Group
Tennessee
$410K +$1.31K +6 +0.4%
GWS
1630
Glassman Wealth Services
Virginia
$410K +$60.3K +277 +19%
BWM
1631
BigSur Wealth Management
Florida
$410K – – –
SMWM
1632
Silvia McColl Wealth Management
California
$408K +$371K +1,704 New
MIC
1633
Means Investment Company
Maine
$408K +$86.6K +398 +31%
TFA
1634
Trinity Financial Advisors
Ohio
$407K – – –
AIM
1635
Axiom Investment Management
New York
$407K +$319K +1,465 +626%
TSS
1636
Thomas Story & Son
Indiana
$407K – – –
CCIA
1637
Campbell & Co Investment Adviser
Maryland
$407K +$370K +1,698 New
RDWM
1638
Red Door Wealth Management
Tennessee
$405K -$194K -893 -35%
SWP
1639
Summit Wealth Partners
Florida
$405K +$1.31K +6 +0.4%
DIA
1640
Davidson Investment Advisors
Montana
$402K +$2.18K +10 +0.6%
TWM
1641
Tradition Wealth Management
Minnesota
$402K +$1.74K +8 +0.5%
FF
1642
Fluent Financial
Texas
$400K -$1.28M -5,861 -78%
GA
1643
Geller Advisors
New York
$400K +$363K +1,668 New
SFG
1644
Sunburst Financial Group
Alabama
$399K – – –
PFG
1645
Pinnacle Financial Group
Illinois
$399K +$12.4K +57 +4%
RFA
1646
Resurgent Financial Advisors
Georgia
$398K +$2.61K +12 +0.7%
GA
1647
GraniteShares Advisors
New York
$397K -$52.9K -243 -13%
AA
1648
Addison Advisors
Vermont
$397K +$9.36K +43 +3%
APWM
1649
Atlas Private Wealth Management
New York
$397K +$218 +1 +0.1%
WDA
1650
Wendell David Associates
New Hampshire
$396K -$6.31K -29 -2%
64 65
66
67 68