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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
QFA
1726
Quantum Financial Advisors
California
$382K – – –
SSW
1727
Smith Shellnut Wilson
Mississippi
$381K -$2.9K -13 -0.8%
RIA
1728
Richwood Investment Advisors
Ohio
$380K +$8.92K +40 +3%
COCM
1729
Charter Oak Capital Management
New Hampshire
$380K +$669 +3 +0.2%
TWM
1730
Tradition Wealth Management
Minnesota
$380K -$38.1K -171 -10%
SA
1731
SAM Advisors
California
$379K – – –
WFI
1732
West Family Investments
California
$379K +$343K +1,539 New
MCM
1733
Mengis Capital Management
Oregon
$378K +$5.8K +26 +2%
AA
1734
Addison Advisors
Vermont
$378K -$5.57K -25 -2%
HCM
1735
Hollencrest Capital Management
California
$378K +$117K +525 +52%
BEW
1736
Burton Enright Welch
California
$377K +$7.13K +32 +2%
SM
1737
Sweeney & Michel
California
$376K – – –
DBT
1738
Dubuque Bank & Trust
Iowa
$376K +$2.9K +13 +0.9%
PL
1739
Plancorp LLC
Missouri
$376K +$12.7K +57 +4%
FWP
1740
Firethorn Wealth Partners
Georgia
$375K +$1.11K +5 +0.3%
CW
1741
Connectus Wealth
Ohio
$374K +$20.7K +93 +7%
SMA
1742
Sage Mountain Advisors
Georgia
$374K +$20.1K +90 +6%
PCI
1743
Planning Center Inc
Illinois
$374K -$147K -660 -30%
RPWA
1744
Regent Peak Wealth Advisors
Georgia
$374K -$15.6K -70 -4%
CCWM
1745
Cassaday & Co Wealth Management
Virginia
$373K -$37.9K -170 -10%
PFG
1746
Pinnacle Financial Group
Illinois
$373K -$33.9K -152 -9%
ESBC
1747
E.S. Barr & Co
Kentucky
$372K +$44.6K +200 +15%
AWP
1748
Abacus Wealth Partners
California
$372K – – –
FC
1749
Forte Capital
New York
$371K +$223 +1 +0.1%
DIP
1750
Davis Investment Partners
North Carolina
$371K +$317K +1,421 New
68 69
70
71 72