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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
JMFC
2151
J.M. Forbes & Co
Massachusetts
$796K +$62.8K +113 +9%
ESC
2152
Eurizon SLJ Capital
$796K +$773K +1,390 New
LWM
2153
Liberty Wealth Management
California
$795K -$30K -54 -4%
WFA
2154
WJ Financial Advisors
Connecticut
$795K – – –
AIM
2155
Avity Investment Management
Connecticut
$793K – – –
MCA
2156
Magnolia Capital Advisors
Mississippi
$793K +$177K +318 +30%
JC
2157
JB Capital
Connecticut
$793K -$2.22K -4 -0.3%
NLP
2158
Next Level Private
New York
$792K -$4.45K -8 -0.6%
HIM
2159
Hanlon Investment Management
New Jersey
$792K +$61.7K +111 +9%
EAN
2160
Excelsior Advisor Network
Colorado
$791K +$768K +1,381 New
V
2161
VeraBank
Texas
$789K +$23.3K +42 +3%
CAWM
2162
Capital Advisors Wealth Management
Washington
$789K +$556 +1 +0.1%
CWMK
2163
Caliber Wealth Management (Kansas)
Kansas
$787K +$452K +814 +145%
PBK
2164
Peoples Bank (Kansas)
Kansas
$787K -$122K -220 -14%
TWM
2165
Tumwater Wealth Management
Idaho
$785K – – –
MFP
2166
Meridian Financial Partners
Virginia
$784K +$6.11K +11 +0.9%
CFC
2167
Coyle Financial Counsel
Illinois
$784K +$7.22K +13 +1%
SPL
2168
Smart Portfolios LLC
Washington
$783K -$44.5K -80 -6%
5NPW
2169
55 North Private Wealth
Florida
$783K +$759K +1,366 New
WWMP
2170
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$780K +$756K +1,361 New
FPF
2171
First Pacific Financial
Washington
$778K +$2.22K +4 +0.3%
GPWM
2172
Grant Private Wealth Management
California
$777K -$26.7K -48 -3%
MCM
2173
Mengis Capital Management
Oregon
$777K -$16.7K -30 -2%
CCP
2174
Cane Capital Partners
Louisiana
$775K +$752K +1,353 New
TSS
2175
Thomas Story & Son
Indiana
$773K – – –
85 86
87
88 89