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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2151
Tumwater Wealth Management
Idaho
$1.51M +$878 +1 +0.1%
BWP
2152
Balboa Wealth Partners
Arizona
$1.51M +$93.1K +106 +8%
BMCM
2153
Bryn Mawr Capital Management
Pennsylvania
$1.5M -$209K -238 -14%
RC
2154
RBO & Co
California
$1.49M -$87.8K -100 -7%
APW
2155
Acima Private Wealth
Virginia
$1.49M – – –
MFS
2156
Monetta Financial Services
Illinois
$1.49M – – –
GM
2157
GeoWealth Management
Illinois
$1.49M +$114K +130 +10%
LC
2158
LCNB Corp
Ohio
$1.49M -$358K -407 -23%
ECM
2159
Elgethun Capital Management
South Dakota
$1.49M +$30.7K +35 +3%
PIP
2160
Peachtree Investment Partners
Florida
$1.48M +$293K +334 +32%
PWA
2161
Prairie Wealth Advisors
Nebraska
$1.48M – – –
PEA
2162
Park Edge Advisors
Ohio
$1.48M +$1.22M +1,390 New
DIA
2163
Davidson Investment Advisors
Montana
$1.48M – – –
RFA
2164
Register Financial Advisors
Georgia
$1.48M +$56.2K +64 +5%
NCM
2165
Northside Capital Management
Oregon
$1.48M -$43.9K -50 -3%
ZIC
2166
ZWJ Investment Counsel
Georgia
$1.48M +$6.15K +7 +0.5%
SM
2167
Sweeney & Michel
California
$1.48M +$878 +1 +0.1%
PS
2168
Planned Solutions
California
$1.47M +$20.2K +23 +2%
FPF
2169
First Pacific Financial
Washington
$1.47M +$22.8K +26 +2%
PBF
2170
Petix & Botte Financial
California
$1.47M +$605K +689 +100%
FC
2171
FCA Corp
Texas
$1.46M – – –
WFA
2172
WJ Financial Advisors
Connecticut
$1.46M -$17.6K -20 -1%
WAM
2173
Worth Asset Management
Texas
$1.46M -$1.55M -1,765 -56%
PL
2174
PeakShares LLC
Florida
$1.45M +$1.2M +1,365 New
FFG
2175
Frisch Financial Group
New York
$1.45M -$200K -228 -14%
85 86
87
88 89