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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
1876
Valley National Advisers
Pennsylvania
$489K -$8.67K -25 -2%
CPSAC
1877
Chas P. Smith & Associates (CPS)
Florida
$489K – – –
GCIM
1878
Gunn & Company Investment Management
Florida
$489K +$311K +897 +157%
DIP
1879
Davis Investment Partners
North Carolina
$488K +$347 +1 +0.1%
HC
1880
Hara Capital
Washington
$488K – – –
SPL
1881
Smart Portfolios LLC
Washington
$488K +$71.1K +205 +16%
MAG
1882
MRA Advisory Group
New Jersey
$488K -$27.4K -79 -5%
PCI
1883
Planning Center Inc
Illinois
$487K – – –
AL
1884
ACAS LLC
California
$487K +$347 +1 +0.1%
FFC
1885
First Financial Corp
Indiana
$486K -$32.2K -93 -6%
DWM
1886
Diversify Wealth Management
Utah
$484K +$530K +1,528 New
FFG
1887
Frisch Financial Group
New York
$484K +$1.04K +3 +0.2%
LI
1888
Lafayette Investments
Maryland
$483K – – –
KWS
1889
Keystone Wealth Services
California
$483K +$270K +780 +117%
AMM
1890
American Money Management
California
$482K -$17K -49 -3%
HCM
1891
Hollencrest Capital Management
California
$482K -$77K -222 -13%
NFG
1892
Nadler Financial Group
Illinois
$482K – – –
RA
1893
Rise Advisors
New York
$481K +$5.89K +17 +1%
MW
1894
MBL Wealth
North Carolina
$481K -$66.9K -193 -12%
WDA
1895
Wendell David Associates
New Hampshire
$481K -$72.8K -210 -13%
NEWAS
1896
N.E.W. Advisory Services
Wisconsin
$481K – – –
VAG
1897
VisionPoint Advisory Group
Texas
$480K -$14.9K -43 -3%
CW
1898
Channel Wealth
California
$480K -$5.2K -15 -1%
SSA
1899
South Street Advisors
New York
$480K – – –
SWM
1900
Seed Wealth Management
Illinois
$480K +$29.5K +85 +6%
74 75
76
77 78