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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BHBT
1776
Burke & Herbert Bank & Trust
Virginia
$472K -$65.1K -251 -14%
CPC
1777
Congress Park Capital
New York
$472K +$45.4K +175 +12%
PP
1778
Pacifica Partners
Canada
$470K +$39.2K +151 +9%
ACA
1779
Affinity Capital Advisors
California
$469K +$30.4K +117 +8%
WP
1780
WealthSource Partners
California
$469K -$82.5K -318 -17%
BB
1781
Burford Brothers
Texas
$468K +$410K +1,582 New
PFG
1782
Prosperity Financial Group
California
$467K +$10.1K +39 +3%
KBFS
1783
Kohmann Bosshard Financial Services
Ohio
$466K -$19.5K -75 -5%
JF
1784
Jump Financial
Illinois
$465K -$611K -2,355 -60%
FHB
1785
First Hawaiian Bank
Hawaii
$464K -$677K -2,608 -62%
SMA
1786
Sage Mountain Advisors
Georgia
$464K -$5.71K -22 -1%
DIA
1787
Davidson Investment Advisors
Montana
$464K – – –
RPWA
1788
Regent Peak Wealth Advisors
Georgia
$464K +$1.82K +7 +0.4%
BWM
1789
BCS Wealth Management
Tennessee
$463K – – –
VPP
1790
Vertex Planning Partners
Illinois
$463K -$18.7K -72 -4%
TTWM
1791
TCV Trust & Wealth Management
Virginia
$462K -$2.59K -10 -0.6%
TWM
1792
Tradition Wealth Management
Minnesota
$461K -$83.8K -323 -17%
BBA
1793
Braun-Bostich & Associates
Pennsylvania
$460K +$404K +1,556 New
QFA
1794
Quantum Financial Advisors
California
$459K – – –
B
1795
Bridgeworth
Alabama
$458K -$778 -3 -0.2%
SSW
1796
Smith Shellnut Wilson
Mississippi
$458K – – –
COCM
1797
Charter Oak Capital Management
New Hampshire
$458K +$519 +2 +0.1%
SWMG
1798
Sanchez Wealth Management Group
Florida
$456K +$2.08K +8 +0.5%
VAG
1799
VisionPoint Advisory Group
Texas
$456K -$128K -492 -24%
CA
1800
CapWealth Advisors
Tennessee
$456K – – –
70 71
72
73 74