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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
1876
Reitz Capital Advisors
Michigan
$223K +$206K +1,025 New
MHWM
1877
Montz Harcus Wealth Management
Louisiana
$223K +$217K +1,080 New
RW
1878
Rede Wealth
Virginia
$222K -$282K -1,400 -57%
SMF
1879
Sterling Manor Financial
New York
$222K -$214K -1,061 -50%
MIS
1880
Morningstar Investment Services
Illinois
$222K -$36K -179 -14%
GIM
1881
Greylin Investment Management
Virginia
$222K -$5.03K -25 -2%
SCM
1882
Silvant Capital Management
Georgia
$222K – – –
WSWA
1883
Warren Street Wealth Advisors
California
$222K +$216K +1,072 New
MWA
1884
Meridian Wealth Advisors
Texas
$220K -$26.6K -132 -11%
MJRIC
1885
Mogy Joel R Investment Counsel
California
$219K – – –
CAWM
1886
Capital Advisors Wealth Management
Washington
$219K +$201 +1 +0.1%
AW
1887
ACG Wealth
Georgia
$218K -$177K -878 -45%
ERWM
1888
Elk River Wealth Management
Colorado
$218K – – –
FG
1889
Fiduciary Group
Georgia
$218K – – –
FBB
1890
Fulton Breakefield Broenniman
Maryland
$218K +$201 +1 +0.1%
OCM
1891
Objective Capital Management
Ohio
$218K +$213K +1,056 New
BOS
1892
Bank of Stockton
California
$217K – – –
FWP
1893
Firethorn Wealth Partners
Georgia
$217K +$211K +1,048 New
WAG
1894
Winthrop Advisory Group
Massachusetts
$215K +$209K +1,040 New
BAM
1895
Berkshire Asset Management
Pennsylvania
$215K +$210K +1,041 New
BHTS
1896
Bar Harbor Trust Services
Maine
$212K -$30.4K -151 -13%
MSFS
1897
Main Street Financial Solutions
Pennsylvania
$212K +$206K +1,025 New
BA
1898
Bristlecone Advisors
Washington
$211K -$25.2K -125 -11%
MCM
1899
Mengis Capital Management
Oregon
$211K +$206K +1,022 New
AG
1900
Ascent Group
Virginia
$210K +$197K +979 New
74 75
76
77 78