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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
LWANC
2151
Laurel Wealth Advisors (North Carolina)
North Carolina
$390K – – –
MWP
2152
Meredith Wealth Planning
Illinois
$389K – – –
KAM
2153
KEB Asset Management
Illinois
$389K – – –
CPBTD
2154
Central Pacific Bank - Trust Division
Hawaii
$389K +$46.7K +131 +13%
GWMR
2155
GC Wealth Management RIA
Massachusetts
$388K +$5.7K +16 +1%
IIA
2156
ICW Investment Advisors
Arizona
$388K +$9.62K +27 +2%
ACM
2157
AUA Capital Management
Pennsylvania
$386K – – –
WP
2158
WealthShield Partners
North Carolina
$386K +$104K +293 +33%
FPWM
2159
FSB Premier Wealth Management
Iowa
$385K +$44.2K +124 +12%
WIM
2160
Warwick Investment Management
Texas
$385K +$10.7K +30 +3%
EWS
2161
Eagle Wealth Strategies
New Jersey
$385K +$356 +1 +0.1%
LA
2162
LM Advisors
California
$384K -$43.8K -123 -10%
TWM
2163
TCFG Wealth Management
California
$383K -$18.2K -51 -4%
JF
2164
Joule Financial
Kentucky
$381K +$712 +2 +0.2%
BWP
2165
BlueStem Wealth Partners
Minnesota
$380K -$44.2K -124 -10%
SCP
2166
Sivia Capital Partners
California
$380K +$21K +59 +5%
ABLA
2167
Alan B. Lancz & Associates
Ohio
$379K – – –
HI
2168
Hoey Investments
Pennsylvania
$377K -$374K -1,050 -48%
CWM
2169
Crowley Wealth Management
Delaware
$377K -$42.7K -120 -10%
AWM
2170
Accel Wealth Management
Iowa
$376K +$42.4K +119 +12%
LWM
2171
LJI Wealth Management
Indiana
$376K -$1.78K -5 -0.4%
CFGSD
2172
Compass Financial Group (South Dakota)
South Dakota
$376K +$21K +59 +5%
FWI
2173
Facet Wealth Inc
Maryland
$375K +$6.77K +19 +2%
EGWAG
2174
Elwood & Goetz Wealth Advisory Group
Georgia
$375K -$277K -778 -41%
ACS
2175
Archford Capital Strategies
Illinois
$375K -$11.4K -32 -3%
85 86
87
88 89