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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
COCM
1826
Charter Oak Capital Management
New Hampshire
$584K +$7.12K +20 +1%
LWM
1827
Lakeridge Wealth Management
Ohio
$584K +$15.7K +44 +3%
MAWCM
1828
Mine & Arao Wealth Creation & Management
California
$584K -$87.6K -246 -12%
VIS
1829
Vega Investment Solutions
France
$583K +$245K +689 +58%
AP
1830
Appleton Partners
Massachusetts
$583K +$44.9K +126 +8%
MP
1831
Moment Partners
California
$580K – – –
WQ
1832
Wealth Quarterback
New Jersey
$580K -$435K -1,220 -41%
SMWM
1833
Silvia McColl Wealth Management
California
$578K +$12.8K +36 +2%
BOJHT
1834
Bank of Jackson Hole Trust
Wyoming
$577K – – –
PWM
1835
Peterson Wealth Management
Nevada
$577K +$22.4K +63 +4%
AIC
1836
Argus Investors Counsel
New York
$576K -$285K -800 -31%
ABTD
1837
Arvest Bank Trust Division
Oklahoma
$575K +$60.6K +170 +11%
MYIA
1838
Mount Yale Investment Advisors
Colorado
$573K -$69.1K -194 -10%
RMAM
1839
Raab & Moskowitz Asset Management
New Jersey
$573K +$5.7K +16 +0.9%
LI
1840
Lafayette Investments
Maryland
$572K – – –
SWA
1841
SFMG Wealth Advisors
Texas
$572K +$98K +275 +19%
LF
1842
LifeSteps Financial
California
$572K -$16K -45 -3%
ICP
1843
Impact Capital Partners
Colorado
$570K +$26K +73 +4%
BWM
1844
Base Wealth Management
Florida
$569K +$614K +1,724 New
CCM
1845
Check Capital Management
California
$566K – – –
PCA
1846
Purkiss Capital Advisors
Connecticut
$566K +$357K +1,002 +140%
THCM
1847
Taylor Hoffman Capital Management
Virginia
$566K – – –
CT
1848
Clearstead Trust
Maine
$563K -$35.6K -100 -6%
OWA
1849
Opal Wealth Advisors
New York
$562K -$23.5K -66 -4%
RFP
1850
Root Financial Partners
California
$561K -$97.2K -273 -14%
72 73
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