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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
2076
DHJJ Financial Advisors
Illinois
$1.66M -$2.64M -3,001 -66%
BW
2077
BIP Wealth
Georgia
$1.65M +$524K +597 +62%
MA
2078
McBroom & Associates
Nevada
$1.65M -$225K -256 -14%
WP
2079
Waycross Partners
Kentucky
$1.65M -$176K -200 -11%
TFA
2080
Trinity Financial Advisors
Ohio
$1.65M – – –
4WM
2081
49 Wealth Management
Texas
$1.65M +$136K +155 +11%
A
2082
Alongside
Texas
$1.65M +$1.36M +1,545 New
SIAP
2083
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.65M -$260K -296 -16%
GAM
2084
Gould Asset Management
California
$1.64M -$878 -1 -0.1%
SA
2085
SAM Advisors
California
$1.64M – – –
RIA
2086
Regal Investment Advisors
Michigan
$1.64M -$421K -479 -24%
HW
2087
HORAN Wealth
Ohio
$1.63M -$1.12M -1,275 -45%
KFP
2088
KMG Fiduciary Partners
Ohio
$1.63M -$5.77M -6,568 -81%
NL
2089
NVWM LLC
Pennsylvania
$1.63M +$17.6K +20 +1%
DWM
2090
Destination Wealth Management
California
$1.63M +$178K +203 +15%
BWM
2091
Baron Wealth Management
Michigan
$1.63M +$59.7K +68 +5%
ACA
2092
Affinity Capital Advisors
California
$1.62M +$27.2K +31 +2%
BWM
2093
Birchcreek Wealth Management
Ohio
$1.61M +$198K +225 +17%
HPBT
2094
Hickory Point Bank & Trust
Illinois
$1.61M -$13.2K -15 -1%
AI
2095
AdvisorShares Investments
Maryland
$1.61M +$676K +770 +104%
WC
2096
Woodstock Corp
Massachusetts
$1.61M -$41.3K -47 -3%
HTIM
2097
Harbour Trust & Investment Management
Indiana
$1.61M -$25.5K -29 -2%
CSPIA
2098
Cary Street Partners Investment Advisory
Virginia
$1.61M +$156K +178 +13%
FPWM
2099
FSB Premier Wealth Management
Iowa
$1.61M +$172K +196 +15%
LAM
2100
Lewis Asset Management
California
$1.6M +$1.04M +1,189 +376%
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84
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