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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
2101
SJS Investment Consulting
Ohio
$1.6M +$102K +116 +8%
SGC
2102
Slocum, Gordon & Co
Rhode Island
$1.6M +$2.63K +3 +0.2%
CCM
2103
Chickasaw Capital Management
Tennessee
$1.6M – – –
BFA
2104
Bill Few Associates
Pennsylvania
$1.6M -$344K -392 -21%
VC
2105
Vicus Capital
Pennsylvania
$1.59M -$185K -211 -12%
BEW
2106
Burton Enright Welch
California
$1.59M -$155K -176 -11%
FA
2107
FSA Advisors
Michigan
$1.59M +$2.63K +3 +0.2%
AI
2108
Atom Investors
Texas
$1.58M +$1.3M +1,483 New
CH
2109
Cromwell Holdings
Wyoming
$1.57M – – –
TP
2110
Thayer Partners
Pennsylvania
$1.57M -$106K -121 -8%
OWM
2111
OneAscent Wealth Management
Alabama
$1.57M +$878 +1 +0.1%
AWM
2112
Aberdeen Wealth Management
Illinois
$1.57M -$600K -683 -32%
WFAG
2113
Worth Financial Advisory Group
North Carolina
$1.56M +$1.29M +1,468 New
CFS
2114
Commonwealth Financial Services
West Virginia
$1.56M +$141K +161 +12%
LWCFA
2115
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.56M -$279K -318 -18%
SF
2116
Sun Financial
Utah
$1.56M -$447K -509 -21%
PWS
2117
Proactive Wealth Strategies
Georgia
$1.56M +$639K +727 +99%
SFO
2118
Stokes Family Office
Louisiana
$1.56M -$131K -149 -9%
SLG
2119
Sanchez Levi Garrett
$1.56M +$21.1K +24 +2%
WFI
2120
West Family Investments
California
$1.56M +$203K +231 +19%
PWM
2121
Paulson Wealth Management
Illinois
$1.55M +$5.27K +6 +0.4%
FDCP
2122
Foster Dykema Cabot & Partners
Massachusetts
$1.55M +$35.1K +40 +3%
ICP
2123
Interchange Capital Partners
Pennsylvania
$1.55M +$217K +247 +20%
BW
2124
Bravera Wealth
North Dakota
$1.55M -$20.2K -23 -2%
CAM
2125
Clark Asset Management
New Hampshire
$1.55M +$33.4K +38 +3%
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