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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
DIP
1851
Davis Investment Partners
North Carolina
$671K -$130K -390 -19%
OPPS
1852
Obsidian Personal Planning Solutions
Maryland
$670K +$37.3K +112 +7%
BWM
1853
Base Wealth Management
Florida
$669K – – –
CA
1854
Continuum Advisory
Idaho
$669K +$123K +370 +27%
MYIA
1855
Mount Yale Investment Advisors
Colorado
$669K -$5.33K -16 -0.9%
WGC
1856
Watts Gwilliam & Co
Arizona
$668K +$15.3K +46 +3%
FWI
1857
Facet Wealth Inc
Maryland
$667K +$121K +362 +31%
SMWM
1858
Silvia McColl Wealth Management
California
$667K -$11.7K -35 -2%
CCM
1859
Check Capital Management
California
$667K – – –
AI
1860
Accredited Investors
Minnesota
$666K -$190K -571 -25%
SFSG
1861
Sound Financial Strategies Group
Mississippi
$666K -$155K -466 -21%
THCM
1862
Taylor Hoffman Capital Management
Virginia
$664K – – –
WQ
1863
Wealth Quarterback
New Jersey
$662K -$17.7K -53 -3%
TFA
1864
Trinity Financial Advisors
Ohio
$660K – – –
IQI
1865
Integrated Quantitative Investments
Washington
$660K +$567K +1,700 New
PIA
1866
Perennial Investment Advisors
California
$660K +$158K +475 +39%
RFA
1867
ROI Financial Advisors
Oregon
$659K +$23K +69 +4%
OFP
1868
OFC Financial Planning
New Jersey
$658K – – –
DWM
1869
Diversify Wealth Management
Utah
$658K -$49.7K -149 -9%
YIA
1870
YHB Investment Advisors
Connecticut
$658K +$667 +2 +0.1%
SCA
1871
Stonebridge Capital Advisors
Minnesota
$656K -$28.3K -85 -5%
AP
1872
Appleton Partners
Massachusetts
$655K -$27K -81 -5%
WC
1873
Woodstock Corp
Massachusetts
$655K -$116K -348 -17%
CBB
1874
Citizens Business Bank
California
$655K +$11.7K +35 +2%
AIM
1875
Athena Investment Management
California
$654K – – –
73 74
75
76 77