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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1701
Athena Investment Management
California
$643K -$8.67K -25 -1%
HWP
1702
Heritage Wealth Partners
Ohio
$640K +$666K +1,922 New
PFGIA
1703
Patriot Financial Group Insurance Agency
Massachusetts
$639K +$25.3K +73 +4%
BFC
1704
Bedel Financial Consulting
Indiana
$639K +$3.47K +10 +0.5%
GAA
1705
Guardian Asset Advisors
Pennsylvania
$638K -$13.5K -39 -2%
EGWAG
1706
Elwood & Goetz Wealth Advisory Group
Georgia
$638K – – –
EM
1707
Excalibur Management
Massachusetts
$635K +$162K +468 +33%
OA
1708
Operose Advisors
Wisconsin
$633K +$94.3K +272 +17%
JWBC
1709
J.W. Burns & Co
New York
$631K -$36.4K -105 -5%
LSA
1710
Leonteq Securities AG
Switzerland
$630K +$514K +1,482 +362%
GFP
1711
Gryphon Financial Partners
Ohio
$625K +$149K +431 +30%
MHWM
1712
Montz Harcus Wealth Management
Louisiana
$625K +$2.08K +6 +0.3%
FBB
1713
Fulton Breakefield Broenniman
Maryland
$624K +$17.3K +50 +3%
HGWM
1714
Horst & Graben Wealth Management
Oregon
$623K +$1.39K +4 +0.2%
LI
1715
LRI Investments
Florida
$621K +$4.85K +14 +0.8%
ESBC
1716
E.S. Barr & Co
Kentucky
$621K +$17.3K +50 +3%
MPIA
1717
Mountain Pacific Investment Advisers
Idaho
$619K +$347 +1 +0.1%
SAF
1718
Smith Anglin Financial
Texas
$617K -$17K -49 -3%
SFO
1719
Stokes Family Office
Louisiana
$615K +$24.3K +70 +4%
FWP
1720
Firethorn Wealth Partners
Georgia
$613K +$1.73K +5 +0.3%
NC
1721
NovaPoint Capital
Georgia
$613K – – –
MSF
1722
Mustard Seed Financial
Arkansas
$612K -$4.51K -13 -0.7%
CMAI
1723
Capital Management Associates Inc
Minnesota
$611K +$1.04K +3 +0.2%
AP
1724
Appleton Partners
Massachusetts
$608K -$24.3K -70 -4%
SFG
1725
Sovereign Financial Group
Connecticut
$608K +$4.85K +14 +0.8%
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70 71