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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWMK
2176
Caliber Wealth Management (Kansas)
Kansas
$971K -$2.08K -3 -0.2%
HBFP
2177
Henderson Brothers Financial Partners
Pennsylvania
$970K +$948K +1,369 New
PCMH
2178
Polymer Capital Management (HK)
Hong Kong
$969K -$2.67M -3,855 -74%
HCM
2179
Hollencrest Capital Management
California
$968K +$61K +88 +7%
CPA
2180
Capital Planning Advisors
California
$967K -$697K -1,007 -42%
EGWAG
2181
Elwood & Goetz Wealth Advisory Group
Georgia
$966K -$112K -162 -11%
CM
2182
Capula Management
Cayman Islands
$965K -$117M -168,638 -99%
PS
2183
Planned Solutions
California
$965K -$175K -253 -16%
SPL
2184
Smart Portfolios LLC
Washington
$964K -$4.16K -6 -0.4%
CI
2185
CacheTech Inc
Utah
$964K +$13.9K +20 +1%
ECM
2186
Elgethun Capital Management
South Dakota
$964K +$171K +247 +22%
KFS
2187
Kaizen Financial Strategies
California
$963K +$29.1K +42 +3%
WDA
2188
Wendell David Associates
New Hampshire
$962K -$58.9K -85 -6%
FPF
2189
First Pacific Financial
Washington
$961K -$1.39K -2 -0.1%
SCI
2190
Stableford Capital II
Arizona
$959K -$1.01M -1,460 -52%
WFAG
2191
Wescott Financial Advisory Group
Pennsylvania
$958K +$2.77K +4 +0.3%
UWP
2192
Uniting Wealth Partners
Kansas
$957K -$50.6K -73 -5%
TSS
2193
Thomas Story & Son
Indiana
$956K – – –
NFSG
2194
Newbridge Financial Services Group
Florida
$953K +$536K +774 +135%
TW
2195
Traveka Wealth
California
$952K – – –
CFAM
2196
Center For Asset Management
Florida
$952K -$3.46K -5 -0.4%
FGC
2197
First Growth Capital
Maryland
$949K +$28.4K +41 +3%
MA
2198
MJP Associates
Connecticut
$948K +$22.9K +33 +3%
BPC
2199
Banque Pictet & Cie
Switzerland
$947K +$649K +937 +234%
MCM
2200
Mengis Capital Management
Oregon
$947K -$13.9K -20 -1%
86 87
88
89 90