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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FPL
2126
Fortress Private Ledger
North Carolina
$569K +$11.1K +26 +2%
FWM
2127
Fingerlakes Wealth Management
New York
$569K +$2.13K +5 +0.4%
BF
2128
Brogan Financial
Tennessee
$568K +$14.1K +33 +3%
LAMC
2129
Longview Asset Management (California)
California
$568K – – –
BWM
2130
Birchcreek Wealth Management
Ohio
$567K -$53.4K -125 -10%
BTW
2131
Boston Trust Walden
Massachusetts
$567K – – –
AFM
2132
Armstrong Fleming & Moore
District of Columbia
$565K – – –
TCOK
2133
Trust Company of Kansas
Kansas
$565K – – –
CBT
2134
Crews Bank & Trust
Florida
$565K +$3.42K +8 +0.7%
TVAMP
2135
Tennessee Valley Asset Management Partners
Tennessee
$564K +$505K +1,182 New
ACS
2136
Archford Capital Strategies
Illinois
$564K +$5.12K +12 +1%
MWP
2137
Meredith Wealth Planning
Illinois
$563K – – –
FBC
2138
Fairfield, Bush & Co
Connecticut
$563K -$8.54K -20 -2%
CC
2139
Centiva Capital
New York
$563K +$504K +1,180 New
KAM
2140
KEB Asset Management
Illinois
$563K – – –
BWP
2141
BlueStem Wealth Partners
Minnesota
$562K +$14.9K +35 +3%
GSIAS
2142
Garden State Investment Advisory Services
New Jersey
$561K -$48.7K -114 -9%
MFS
2143
Miller Financial Services
Michigan
$560K -$14.9K -35 -3%
FOA
2144
Five Oceans Advisors
California
$560K -$11.5K -27 -2%
EWS
2145
Eagle Wealth Strategies
New Jersey
$558K +$1.28K +3 +0.3%
ACM
2146
AUA Capital Management
Pennsylvania
$558K – – –
MWM
2147
Meadowbrook Wealth Management
New York
$558K +$499K +1,170 New
SWP
2148
Strategic Wealth Partners
Ohio
$558K +$20.5K +48 +4%
SA
2149
Sonoma Allocations
California
$557K +$440K +1,030 New
CCG
2150
Coastwise Capital Group
California
$557K +$8.96K +21 +2%
84 85
86
87 88