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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
P
1701
&Partners
Tennessee
$307K +$15.1K +75 +5%
BB
1702
Bell Bank
North Dakota
$306K – – –
BDWM
1703
Brewin Dolphin Wealth Management
Ireland
$306K – – –
CC
1704
Cadinha & Co
Hawaii
$305K -$811K -4,028 -73%
BWM
1705
BNC Wealth Management
Oregon
$305K +$297K +1,474 New
WCA
1706
Waypoint Capital Advisors
Minnesota
$305K +$297K +1,476 New
NFG
1707
Nadler Financial Group
Illinois
$304K – – –
BP
1708
BBR Partners
New York
$303K -$18.7K -93 -6%
CWP
1709
Curated Wealth Partners
California
$303K +$10.1K +50 +4%
BFC
1710
Bedel Financial Consulting
Indiana
$303K +$18.3K +91 +7%
AA
1711
Addison Advisors
Vermont
$303K +$134K +663 +82%
FPGK
1712
Financial Partners Group (Kansas)
Kansas
$302K -$7.65K -38 -2%
SCM
1713
Southport Capital Management
Tennessee
$301K -$77.7K -386 -21%
HWM
1714
Hohimer Wealth Management
Washington
$301K – – –
MME
1715
Meag Munich Ergo
Germany
$300K -$3.03M -15,055 -91%
WFMPM
1716
Woodley Farra Manion Portfolio Management
Indiana
$300K -$127K -630 -30%
SWM
1717
Selective Wealth Management
Virginia
$300K -$20.1K -100 -6%
EWA
1718
ERTS Wealth Advisors
Michigan
$299K – – –
WAM
1719
Winslow Asset Management
Ohio
$299K – – –
DA
1720
DSC Advisors
Illinois
$299K +$52K +258 +22%
GAM
1721
Gould Asset Management
California
$298K +$47.3K +235 +20%
PCG
1722
Prosperity Consulting Group
Maryland
$298K +$293K +1,453 New
SEM
1723
Strategic Equity Management
Arizona
$297K +$1.61K +8 +0.6%
CWM
1724
Cordatus Wealth Management
Pennsylvania
$297K +$289K +1,435 New
ESBC
1725
E.S. Barr & Co
Kentucky
$297K +$289K +1,435 New
67 68
69
70 71