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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
1851
Trinity Financial Advisors
Ohio
$604K – – –
SM
1852
Sweeney & Michel
California
$604K +$691 +2 +0.1%
QC
1853
Quent Capital
New York
$603K -$7.6K -22 -1%
SA
1854
SAM Advisors
California
$602K – – –
KCM
1855
Kathmere Capital Management
Pennsylvania
$601K +$81.5K +236 +18%
FFG
1856
Frisch Financial Group
New York
$600K +$27.3K +79 +5%
OW
1857
Olistico Wealth
Oklahoma
$598K – – –
ACA
1858
Affinity Capital Advisors
California
$598K +$1.38K +4 +0.3%
KFS
1859
Kaizen Financial Strategies
California
$598K +$1.73K +5 +0.3%
DA
1860
Doliver Advisors
Texas
$594K +$11.4K +33 +2%
PCI
1861
Planning Center Inc
Illinois
$592K +$17.3K +50 +3%
CFCI
1862
Comprehensive Financial Consultants Institutional
Indiana
$591K – – –
SEM
1863
Strategic Equity Management
Arizona
$590K – – –
PBK
1864
Peoples Bank (Kansas)
Kansas
$590K – – –
BWA
1865
Bordeaux Wealth Advisors
California
$589K +$70.8K +205 +16%
FPGK
1866
Financial Partners Group (Kansas)
Kansas
$589K -$3.45K -10 -0.7%
MA
1867
MBA Advisors
Pennsylvania
$588K -$12.1K -35 -2%
MAG
1868
MRA Advisory Group
New Jersey
$588K +$13.5K +39 +3%
CCM
1869
Chickasaw Capital Management
Tennessee
$587K – – –
RC
1870
RBO & Co
California
$587K – – –
EA
1871
Everpar Advisors
Oklahoma
$586K +$46.6K +135 +10%
WG
1872
Winton Group
United Kingdom
$586K -$17.9M -51,971 -97%
LTI
1873
Laffer Tengler Investments
Tennessee
$586K – – –
CFAM
1874
Center For Asset Management
Florida
$585K +$345 +1 +0.1%
TW
1875
TrinityPoint Wealth
Connecticut
$585K +$7.94K +23 +2%
73 74
75
76 77