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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BB
1701
Bell Bank
North Dakota
$306K – – –
BDWM
1702
Brewin Dolphin Wealth Management
Ireland
$306K – – –
CC
1703
Cadinha & Co
Hawaii
$305K -$811K -4,028 -73%
BWM
1704
BNC Wealth Management
Oregon
$305K +$297K +1,474 New
WCA
1705
Waypoint Capital Advisors
Minnesota
$305K +$297K +1,476 New
NFG
1706
Nadler Financial Group
Illinois
$304K – – –
BP
1707
BBR Partners
New York
$303K -$18.7K -93 -6%
CWP
1708
Curated Wealth Partners
California
$303K +$10.1K +50 +4%
BFC
1709
Bedel Financial Consulting
Indiana
$303K +$18.3K +91 +7%
AA
1710
Addison Advisors
Vermont
$303K +$134K +663 +82%
FPGK
1711
Financial Partners Group (Kansas)
Kansas
$302K -$7.65K -38 -2%
SCM
1712
Southport Capital Management
Tennessee
$301K -$77.7K -386 -21%
HWM
1713
Hohimer Wealth Management
Washington
$301K – – –
MME
1714
Meag Munich Ergo
Germany
$300K -$3.03M -15,055 -91%
WFMPM
1715
Woodley Farra Manion Portfolio Management
Indiana
$300K -$127K -630 -30%
SWM
1716
Selective Wealth Management
Virginia
$300K -$20.1K -100 -6%
EWA
1717
ERTS Wealth Advisors
Michigan
$299K – – –
WAM
1718
Winslow Asset Management
Ohio
$299K – – –
DA
1719
DSC Advisors
Illinois
$299K +$52K +258 +22%
GAM
1720
Gould Asset Management
California
$298K +$47.3K +235 +20%
PCG
1721
Prosperity Consulting Group
Maryland
$298K +$293K +1,453 New
SEM
1722
Strategic Equity Management
Arizona
$297K +$1.61K +8 +0.6%
CWM
1723
Cordatus Wealth Management
Pennsylvania
$297K +$289K +1,435 New
ESBC
1724
E.S. Barr & Co
Kentucky
$297K +$289K +1,435 New
APW
1725
Acima Private Wealth
Virginia
$294K – – –
67 68
69
70 71