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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BBI
2201
Baxter Bros Inc
Connecticut
$257K -$31.1K -120 -12%
FDCP
2202
Foster Dykema Cabot & Partners
Massachusetts
$257K +$226K +870 New
AIFAIM
2203
American Institute for Advanced Investment Management
Arizona
$257K – – –
ACP
2204
Aveo Capital Partners
Colorado
$256K +$5.45K +21 +2%
TCM
2205
Triumph Capital Management
Colorado
$256K +$224K +864 New
FFA
2206
Fi3 Financial Advisors
Indiana
$255K -$527K -2,032 -70%
HKIMG
2207
Hutchens & Kramer Investment Management Group
Indiana
$255K +$223K +861 New
RCM
2208
Requisite Capital Management
Texas
$254K +$1.3K +5 +0.6%
HAS
2209
Holland Advisory Services
Florida
$253K +$17.9K +69 +9%
VP
2210
Verum Partners
North Carolina
$253K +$26.5K +102 +14%
RFG
2211
REAP Financial Group
Texas
$252K +$221K +851 New
VAS
2212
Vestmark Advisory Solutions
Massachusetts
$252K -$56.8K -219 -20%
HFS
2213
Heritage Financial Services
Massachusetts
$251K +$25.9K +100 +13%
NFA
2214
Northwest Financial Advisors
Virginia
$251K +$220K +848 New
SFP
2215
Sterling Financial Planning
New Jersey
$249K -$28.3K -109 -11%
EWA
2216
Encompass Wealth Advisors
Oregon
$249K – – –
BWA
2217
Blodgett Wealth Advisors
California
$249K +$259 +1 +0.1%
1IA
2218
1620 Investment Advisors
Massachusetts
$248K -$268K -1,034 -55%
GAM
2219
Gemmer Asset Management
California
$248K -$51.6K -199 -19%
SNBOSCI
2220
Security National Bank of Sioux City Iowa
Iowa
$248K – – –
JCM
2221
Jag Capital Management
Missouri
$248K -$2.3M -8,867 -91%
BWP
2222
Barlow Wealth Partners
Kentucky
$247K +$217K +836 New
MSFS
2223
Main Street Financial Solutions
Pennsylvania
$247K -$2.59K -10 -1%
SRC
2224
Shufro Rose & Co
New York
$246K – – –
EBA
2225
Eagle Bay Advisors
New York
$246K -$84.8K -327 -28%
87 88
89
90 91