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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
2051
One Capital Management
California
$1.69M – – –
BIA
2052
Bigelow Investment Advisors
Maine
$1.69M -$52.7K -60 -4%
JC
2053
JB Capital
Connecticut
$1.69M +$1.76K +2 +0.1%
RMAM
2054
Raab & Moskowitz Asset Management
New Jersey
$1.69M -$878 -1 -0.1%
LSWP
2055
Liberty Square Wealth Partners
Pennsylvania
$1.69M – – –
HHCP
2056
Hilton Head Capital Partners
South Carolina
$1.69M -$22.8K -26 -2%
CCA
2057
Carrera Capital Advisors
Michigan
$1.69M +$124K +141 +10%
VNA
2058
Valley National Advisers
Pennsylvania
$1.69M -$14.1K -16 -1%
ABWM
2059
Alpine Bank Wealth Management
Colorado
$1.68M -$878 -1 -0.1%
WA
2060
Waddell & Associates
Tennessee
$1.68M +$594K +676 +75%
GWM
2061
Goldenstone Wealth Management
California
$1.68M -$36.9K -42 -3%
RCA
2062
Ranch Capital Advisors
Florida
$1.68M -$29.9K -34 -2%
SCA
2063
Stonebridge Capital Advisors
Minnesota
$1.68M +$32.5K +37 +2%
CIM
2064
Contravisory Investment Management
Massachusetts
$1.68M +$15.8K +18 +1%
MCWA
2065
Meadow Creek Wealth Advisors
Georgia
$1.68M +$144K +164 +12%
BMWS
2066
Brady Martz Wealth Solutions
North Dakota
$1.67M +$6.15K +7 +0.4%
SI
2067
Seeds Investor
New York
$1.67M +$235K +268 +21%
CCC
2068
Compass Capital Corp
Massachusetts
$1.67M +$175K +199 +11%
MGAM
2069
McGowan Group Asset Management
Texas
$1.67M -$77.3K -88 -5%
CNB
2070
Camden National Bank
Maine
$1.67M -$28.1K -32 -2%
SIA
2071
SeaBridge Investment Advisors
New Jersey
$1.67M – – –
LW
2072
Linscomb Wealth
Texas
$1.66M -$936K -1,065 -41%
5NPW
2073
55 North Private Wealth
Florida
$1.66M +$74.7K +85 +6%
SWM
2074
Sendero Wealth Management
Texas
$1.66M +$9.66K +11 +0.7%
MWP
2075
Madison Wealth Partners
Wisconsin
$1.66M +$239K +272 +21%
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