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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2126
Continuum Advisory
Idaho
$357K -$1.07M -3,345 -77%
FG
2127
Foster Group
Iowa
$356K +$4.47K +14 +1%
CWR
2128
Chico Wealth RIA
California
$355K +$46.7K +146 +18%
MSAM
2129
Moloney Securities Asset Management
Missouri
$355K -$30.4K -95 -9%
EIG
2130
Ellenbecker Investment Group
Wisconsin
$353K +$19.8K +62 +7%
KFGK
2131
Keystone Financial Group (Kentucky)
Kentucky
$352K +$307K +961 New
KCM
2132
Kathmere Capital Management
Pennsylvania
$352K +$7.99K +25 +3%
PMFA
2133
Plante Moran Financial Advisors
Michigan
$352K -$63.3K -198 -17%
WCM
2134
Wedge Capital Management
North Carolina
$350K -$9.59K -30 -3%
GWA
2135
GGM Wealth Advisors
Maryland
$350K -$1.28K -4 -0.4%
MAG
2136
Mayfair Advisory Group
Alabama
$350K +$6.71K +21 +2%
SCP
2137
Sivia Capital Partners
California
$350K +$18.5K +58 +6%
RWA
2138
Redhawk Wealth Advisors
Minnesota
$350K -$17.6K -55 -5%
PVM
2139
Palogic Value Management
Texas
$350K -$7.35K -23 -2%
AFM
2140
Abbot Financial Management
Massachusetts
$348K – – –
FAG
2141
Fortitude Advisory Group
Washington
$347K -$5.75K -18 -2%
SB
2142
Sunflower Bank
Texas
$347K -$12.8K -40 -4%
TA
2143
TrueWealth Advisors
Alabama
$346K +$302K +945 New
HC
2144
Hourglass Capital
Texas
$345K -$16K -50 -5%
HCA
2145
Horan Capital Advisors
Ohio
$345K +$57.8K +181 +24%
ECM
2146
Elgethun Capital Management
South Dakota
$344K +$639 +2 +0.2%
OL
2147
Optas LLC
Texas
$343K -$959 -3 -0.3%
AIFAIM
2148
American Institute for Advanced Investment Management
Arizona
$343K +$20.8K +65 +7%
MPW
2149
Monterey Private Wealth
California
$342K -$639 -2 -0.2%
DWA
2150
Dorsey Wright & Associates
California
$342K -$2.24K -7 -0.7%
84 85
86
87 88