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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1676
Addison Advisors
Vermont
$348K +$19.9K +95 +6%
SCM
1677
Southport Capital Management
Tennessee
$348K +$21.4K +102 +7%
CFO
1678
CVA Family Office
Colorado
$348K +$154K +735 +89%
COCM
1679
Charter Oak Capital Management
New Hampshire
$347K +$2.73K +13 +0.8%
AWG
1680
Altus Wealth Group
Colorado
$346K – – –
BFA
1681
Beacon Financial Advisory
Ohio
$346K +$419 +2 +0.1%
OA
1682
Operose Advisors
Wisconsin
$346K +$1.47K +7 +0.5%
PCA
1683
Peddock Capital Advisors
Massachusetts
$346K +$326K +1,553 New
PWP
1684
Pursue Wealth Partners
California
$345K – – –
JAM
1685
Jupiter Asset Management
United Kingdom
$345K -$39.8K -190 -11%
SIAG
1686
Signet Investment Advisory Group
Rhode Island
$345K -$10.5K -50 -3%
FWM
1687
Fingerlakes Wealth Management
New York
$345K -$4.82K -23 -1%
KPCM
1688
Kings Point Capital Management
New York
$345K -$3.98K -19 -1%
BWM
1689
BNC Wealth Management
Oregon
$345K +$15.5K +74 +5%
BFC
1690
Bedel Financial Consulting
Indiana
$345K +$16.8K +80 +5%
BEW
1691
Burton Enright Welch
California
$344K -$419 -2 -0.1%
SWM
1692
Sugarloaf Wealth Management
Georgia
$343K +$2.52K +12 +0.8%
SA
1693
SAM Advisors
California
$343K +$323K +1,540 New
WAM
1694
WNY Asset Management
New York
$342K +$3.77K +18 +1%
SXL
1695
Summit X LLC
Missouri
$342K +$33.3K +159 +12%
BDF
1696
Balasa Dinverno & Foltz
$342K +$322K +1,537 New
SIA
1697
Soltis Investment Advisors
Utah
$341K -$50.5K -241 -14%
ZIC
1698
ZWJ Investment Counsel
Georgia
$341K -$7.13K -34 -2%
AFG
1699
Albion Financial Group
Utah
$340K -$629 -3 -0.2%
WFMPM
1700
Woodley Farra Manion Portfolio Management
Indiana
$340K +$15.7K +75 +5%
66 67
68
69 70