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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2101
Selective Wealth Management
Virginia
$352K -$8.67K -25 -2%
PIA
2102
Perennial Investment Advisors
California
$351K +$8.32K +24 +2%
TPW
2103
Tiller Private Wealth
Pennsylvania
$351K – – –
BWP
2104
Baldwin Wealth Partners
Massachusetts
$350K +$693 +2 +0.2%
PWA
2105
Peterson Wealth Advisors
Utah
$350K +$1.39K +4 +0.4%
LWANC
2106
Laurel Wealth Advisors (North Carolina)
North Carolina
$350K – – –
BCM
2107
Beddow Capital Management
Wyoming
$350K – – –
GIM
2108
Greylin Investment Management
Virginia
$350K – – –
CPBTD
2109
Central Pacific Bank - Trust Division
Hawaii
$350K +$3.12K +9 +0.9%
NRI
2110
NFP Retirement Inc
California
$349K +$5.89K +17 +2%
1IA
2111
1834 Investment Advisors
Wisconsin
$349K -$38.1K -110 -9%
FP
2112
Financial Perspectives
Minnesota
$349K – – –
DDC
2113
DF Dent & Co
Maryland
$348K – – –
S
2114
Sunpointe
Missouri
$347K +$120K +346 +50%
LWM
2115
Liberty Wealth Management
California
$346K +$6.67M +19,222 +1,640%
OFA
2116
Onyx Financial Advisors
Idaho
$346K +$1.39K +4 +0.4%
CA
2117
Continuum Advisory
Idaho
$346K +$8.32K +24 +2%
LIA
2118
LBMC Investment Advisors
Tennessee
$345K – – –
HCM
2119
Hengehold Capital Management
Ohio
$345K -$22.2K -64 -6%
SWM
2120
Sugarloaf Wealth Management
Georgia
$341K -$140K -404 -28%
SB
2121
Sunflower Bank
Texas
$340K +$25.7K +74 +8%
HCM
2122
Highview Capital Management
Illinois
$340K – – –
HCM
2123
Hutchinson Capital Management
California
$339K -$1.39K -4 -0.4%
ECM
2124
Exchange Capital Management
Michigan
$338K – – –
FUBT
2125
First United Bank & Trust
Maryland
$337K – – –
83 84
85
86 87