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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MHR
1751
Matthew Hamilton Rosenberg
$340K +$14.5K +60 +4%
LMKC
1752
L.M. Kohn & Company
Ohio
$339K +$11.1K +46 +3%
APW
1753
Acima Private Wealth
Virginia
$338K +$13.8K +57 +4%
CPSAC
1754
Chas P. Smith & Associates (CPS)
Florida
$338K -$7.01K -29 -2%
TA
1755
Tectonic Advisors
Texas
$338K – – –
SEM
1756
Strategic Equity Management
Arizona
$338K +$1.69K +7 +0.5%
CHP
1757
Cable Hill Partners
Oregon
$338K +$107K +443 +43%
PCA
1758
Peddock Capital Advisors
Massachusetts
$336K +$4.83K +20 +1%
PL
1759
Plancorp LLC
Missouri
$336K -$16K -66 -4%
TA
1760
TFG Advisers
Michigan
$336K +$17.6K +73 +5%
RCG
1761
Regatta Capital Group
California
$336K – – –
EAM
1762
Evanson Asset Management
California
$335K +$242 +1 +0.1%
EWA
1763
Exencial Wealth Advisors
Oklahoma
$335K -$22.2K -92 -6%
NSAM
1764
North Star Asset Management
Wisconsin
$334K – – –
BFA
1765
Beaumont Financial Advisors
Massachusetts
$334K +$31.7K +131 +10%
CA
1766
Crewe Advisors
Utah
$332K -$10.9K -45 -3%
CWM
1767
C2C Wealth Management
Arizona
$332K +$364K +1,505 New
FCT
1768
First Community Trust
Iowa
$332K – – –
SIAG
1769
Signet Investment Advisory Group
Rhode Island
$331K -$2.42K -10 -0.7%
SHWM
1770
Silicon Hills Wealth Management
Texas
$330K – – –
CA
1771
Cortland Associates
Missouri
$330K +$12.8K +53 +4%
TW
1772
TrinityPoint Wealth
Connecticut
$330K -$69.4K -287 -17%
FWP
1773
Firethorn Wealth Partners
Georgia
$330K +$967 +4 +0.3%
SSA
1774
South Street Advisors
New York
$330K +$12.1K +50 +4%
LWANC
1775
Laurel Wealth Advisors (North Carolina)
North Carolina
$329K +$210K +867 +152%
69 70
71
72 73