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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1701
Cypress Asset Management
Texas
$367K +$388K +1,605 New
TVAMP
1702
Tennessee Valley Asset Management Partners
Tennessee
$367K +$1.45K +6 +0.4%
PI
1703
PFS Investments
Georgia
$367K – – –
ICM
1704
IMS Capital Management
Oregon
$366K – – –
PWP
1705
Pursue Wealth Partners
California
$366K – – –
WMG
1706
WESCAP Management Group
California
$366K – – –
DCM
1707
Dupont Capital Management
Delaware
$365K +$27.8K +115 +8%
TBNY
1708
Trustco Bank (New York)
New York
$364K -$36.3K -150 -9%
ACA
1709
Affinity Capital Advisors
California
$364K +$967 +4 +0.3%
RPWA
1710
Regent Peak Wealth Advisors
Georgia
$363K -$13.5K -56 -3%
FFG
1711
Frisch Financial Group
New York
$362K +$41.1K +170 +12%
MWP
1712
Meredith Wealth Planning
Illinois
$362K +$30.2K +125 +9%
BMCM
1713
Bryn Mawr Capital Management
Pennsylvania
$361K – – –
OA
1714
Operose Advisors
Wisconsin
$361K +$1.45K +6 +0.4%
DIA
1715
Davidson Investment Advisors
Montana
$359K -$26.6K -110 -7%
WPC
1716
Waters Parkerson & Co
Louisiana
$358K -$12.1K -50 -3%
AA
1717
Addison Advisors
Vermont
$358K -$23K -95 -6%
SSW
1718
Smith Shellnut Wilson
Mississippi
$358K – – –
RWM
1719
RKL Wealth Management
Pennsylvania
$357K -$15.5K -64 -4%
SFO
1720
Stokes Family Office
Louisiana
$357K -$15.5K -64 -4%
CC
1721
Corton Capital
Ontario, Canada
$356K -$173K -715 -31%
QC
1722
QCM Cayman
Texas
$356K +$376K +1,554 New
QFA
1723
Quantum Financial Advisors
California
$355K – – –
KA
1724
KLCM Advisors
Wisconsin
$354K -$129K -534 -26%
SWM
1725
Sugarloaf Wealth Management
Georgia
$353K -$3.87K -16 -1%
67 68
69
70 71