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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2176
Aviso Wealth Management
Washington
$318K +$43K +124 +15%
AG
2177
Ascent Group
Virginia
$317K +$53.4K +154 +19%
PCMH
2178
Polymer Capital Management (HK)
Hong Kong
$316K -$520K -1,500 -61%
AFM
2179
Abbot Financial Management
Massachusetts
$316K – – –
MSAM
2180
Moloney Securities Asset Management
Missouri
$315K -$8.32K -24 -2%
BBNB
2181
Baker Boyer National Bank
Washington
$315K -$297K -856 -48%
KFGK
2182
Keystone Financial Group (Kentucky)
Kentucky
$315K -$5.55K -16 -2%
HCA
2183
Horan Capital Advisors
Ohio
$313K – – –
ECM
2184
Elgethun Capital Management
South Dakota
$313K +$693 +2 +0.2%
PRWA
2185
Platte River Wealth Advisors
Colorado
$311K -$34.7K -100 -10%
CVA
2186
Central Valley Advisors
California
$311K – – –
MF
2187
Manchester Financial
California
$311K +$33.3K +96 +11%
MPW
2188
Monterey Private Wealth
California
$311K – – –
ICP
2189
Interchange Capital Partners
Pennsylvania
$311K +$103K +296 +46%
KI
2190
Kapitalo Investimentos
Brazil
$311K +$324K +933 New
WI
2191
Wedgewood Investors
Pennsylvania
$311K +$324K +933 New
WAG
2192
Wallace Advisory Group
California
$310K -$693 -2 -0.2%
WCM
2193
WealthBridge Capital Management
Ohio
$310K +$14.2K +41 +5%
RW
2194
Rede Wealth
Virginia
$310K +$4.16K +12 +1%
ATC
2195
Advantage Trust Company
Kansas
$310K – – –
ME
2196
McIlrath & Eck
Washington
$309K +$17.7K +51 +6%
1IA
2197
1620 Investment Advisors
Massachusetts
$309K – – –
LPAM
2198
Lodestar Private Asset Management
California
$309K – – –
CRWM
2199
Castle Rock Wealth Management
California
$308K -$271K -782 -45%
GWA
2200
GGM Wealth Advisors
Maryland
$308K -$5.2K -15 -2%
86 87
88
89 90