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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
1826
Gould Asset Management
California
$441K +$67.4K +260 +21%
LIM
1827
Longfellow Investment Management
Massachusetts
$441K +$387K +1,490 New
SAG
1828
SageView Advisory Group
California
$440K -$505K -1,947 -57%
TW
1829
TrinityPoint Wealth
Connecticut
$439K +$519 +2 +0.1%
NEWAS
1830
N.E.W. Advisory Services
Wisconsin
$438K -$14.3K -55 -4%
PPP
1831
Private Portfolio Partners
New Jersey
$438K +$121K +465 +46%
ICM
1832
IMS Capital Management
Oregon
$436K – – –
APW
1833
Acima Private Wealth
Virginia
$436K – – –
APW
1834
Austin Private Wealth
Texas
$435K +$79.1K +305 +26%
WC
1835
Weil Company
California
$434K -$279K -1,077 -42%
SCA
1836
Sandy Cove Advisors
Massachusetts
$434K -$12.5K -48 -3%
HC
1837
Hara Capital
Washington
$433K +$380K +1,465 New
PCI
1838
Planning Center Inc
Illinois
$433K -$1.04K -4 -0.3%
CW
1839
Channel Wealth
California
$433K +$180K +692 +90%
CRWM
1840
Castle Rock Wealth Management
California
$432K -$13K -50 -3%
OCM
1841
Objective Capital Management
Ohio
$431K +$65.4K +252 +21%
RWM
1842
RKL Wealth Management
Pennsylvania
$430K -$15K -58 -4%
FPGK
1843
Financial Partners Group (Kansas)
Kansas
$429K +$519 +2 +0.1%
ABLA
1844
Alan B. Lancz & Associates
Ohio
$429K -$83.5K -322 -18%
HB
1845
HTLF Bank
Colorado
$428K +$375K +1,446 New
FFG
1846
Frisch Financial Group
New York
$427K -$2.85K -11 -0.8%
GSIAS
1847
Garden State Investment Advisory Services
New Jersey
$427K +$13.2K +51 +4%
VNA
1848
Valley National Advisers
Pennsylvania
$426K +$15.8K +61 +4%
EM
1849
Excalibur Management
Massachusetts
$426K -$9.86K -38 -3%
SSA
1850
South Street Advisors
New York
$426K – – –
72 73
74
75 76