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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PDM
1751
Penn Davis McFarland
Texas
$776K +$133K +400 +25%
KLCM
1752
KG&L Capital Management
Louisiana
$775K -$940K -2,819 -58%
GXJ
1753
Global X Japan
Japan
$774K +$170K +510 +34%
S
1754
SimplyRich
California
$774K – – –
WKWM
1755
Walter & Keenan Wealth Management
Indiana
$773K +$34.3K +103 +5%
NCM
1756
Northside Capital Management
Oregon
$771K +$311K +932 +89%
JHCP
1757
Jackson Hole Capital Partners
Oklahoma
$770K – – –
SWP
1758
Summit Wealth Partners
Florida
$769K +$103K +308 +18%
SWM
1759
Sterling Wealth Management
Illinois
$769K +$661K +1,982 New
RWP
1760
Ridgecrest Wealth Partners
California
$769K -$1K -3 -0.2%
EM
1761
Excalibur Management
Massachusetts
$769K +$5K +15 +0.8%
SPF
1762
South Plains Financial
Texas
$769K +$108K +323 +19%
MHWM
1763
Montz Harcus Wealth Management
Louisiana
$769K +$61K +183 +10%
BFA
1764
Beaumont Financial Advisors
Massachusetts
$767K +$7.67K +23 +1%
FMLI
1765
Fukoku Mutual Life Insurance
Japan
$766K -$184K -551 -22%
3IP
1766
3Chopt Investment Partners
Virginia
$765K -$70.3K -211 -10%
PAA
1767
Peregrine Asset Advisers
Oregon
$763K -$4.23M -12,689 -87%
DG
1768
DMC Group
Alabama
$763K -$228K -683 -26%
BWL
1769
Bogart Wealth LLC
Virginia
$760K -$9.1M -27,291 -93%
CAM
1770
Close Asset Management
United Kingdom
$759K -$7K -21 -1%
SIAP
1771
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$757K +$35K +105 +6%
FBB
1772
Fulton Breakefield Broenniman
Maryland
$756K +$31K +93 +5%
IWA
1773
Icon Wealth Advisors
Texas
$755K +$38.3K +115 +6%
CCA
1774
Childress Capital Advisors
Texas
$754K +$299K +898 +86%
IC
1775
Inscription Capital
Texas
$754K -$597K -1,791 -48%
69 70
71
72 73