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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FBC
1651
Fairfield, Bush & Co
Connecticut
$396K +$7.18K +33 +2%
EFH
1652
Eaton Financial Holdings
Florida
$396K +$359K +1,651 New
THWM
1653
Taylor Hoffman Wealth Management
Virginia
$395K -$152K -698 -30%
RPWA
1654
Regent Peak Wealth Advisors
Georgia
$394K +$2.61K +12 +0.7%
BWP
1655
Balboa Wealth Partners
Arizona
$393K +$78.6K +361 +28%
DWP
1656
Daymark Wealth Partners
Ohio
$393K +$357K +1,639 New
BWM
1657
BNC Wealth Management
Oregon
$391K -$3.27K -15 -0.9%
BW
1658
Bison Wealth
Georgia
$391K – – –
RWM
1659
RKL Wealth Management
Pennsylvania
$390K +$21.8K +100 +7%
SFO
1660
Stokes Family Office
Louisiana
$389K +$3.48K +16 +1%
NRC
1661
New Republic Capital
North Carolina
$389K +$354K +1,625 New
MIP
1662
Marietta Investment Partners
Wisconsin
$389K +$70.5K +324 +25%
PCM
1663
Penserra Capital Management
California
$389K +$355K +1,630 New
AMM
1664
American Money Management
California
$389K -$50.7K -233 -13%
FPGK
1665
Financial Partners Group (Kansas)
Kansas
$387K +$37.7K +173 +12%
BRA
1666
Bender Robert & Associates
California
$387K – – –
SC
1667
Stephens Consulting
Michigan
$387K -$21.8K -100 -6%
WPC
1668
Waters Parkerson & Co
Louisiana
$386K -$21.8K -100 -6%
CNB
1669
Camden National Bank
Maine
$386K – – –
IIC
1670
Integrated Investment Consultants
Michigan
$385K +$56.8K +261 +19%
VBFG
1671
Vishria Bird Financial Group
Tennessee
$385K – – –
IAS
1672
Insigneo Advisory Services
Florida
$385K +$350K +1,609 New
SWMG
1673
Sanchez Wealth Management Group
Florida
$385K +$1.74K +8 +0.5%
WA
1674
Wealth Alliance
New York
$385K -$4.79K -22 -1%
SC
1675
Sepio Capital
Utah
$384K +$65.1K +299 +23%
65 66
67
68 69