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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FDCP
2201
Foster Dykema Cabot & Partners
Massachusetts
$257K +$226K +870 New
AIFAIM
2202
American Institute for Advanced Investment Management
Arizona
$257K – – –
ACP
2203
Aveo Capital Partners
Colorado
$256K +$5.45K +21 +2%
TCM
2204
Triumph Capital Management
Colorado
$256K +$224K +864 New
FFA
2205
Fi3 Financial Advisors
Indiana
$255K -$527K -2,032 -70%
HKIMG
2206
Hutchens & Kramer Investment Management Group
Indiana
$255K +$223K +861 New
RCM
2207
Requisite Capital Management
Texas
$254K +$1.3K +5 +0.6%
HAS
2208
Holland Advisory Services
Florida
$253K +$17.9K +69 +9%
VP
2209
Verum Partners
North Carolina
$253K +$26.5K +102 +14%
RFG
2210
REAP Financial Group
Texas
$252K +$221K +851 New
VAS
2211
Vestmark Advisory Solutions
Massachusetts
$252K -$56.8K -219 -20%
HFS
2212
Heritage Financial Services
Massachusetts
$251K +$25.9K +100 +13%
NFA
2213
Northwest Financial Advisors
Virginia
$251K +$220K +848 New
SFP
2214
Sterling Financial Planning
New Jersey
$249K -$28.3K -109 -11%
EWA
2215
Encompass Wealth Advisors
Oregon
$249K – – –
BWA
2216
Blodgett Wealth Advisors
California
$249K +$259 +1 +0.1%
1IA
2217
1620 Investment Advisors
Massachusetts
$248K -$268K -1,034 -55%
GAM
2218
Gemmer Asset Management
California
$248K -$51.6K -199 -19%
SNBOSCI
2219
Security National Bank of Sioux City Iowa
Iowa
$248K – – –
JCM
2220
Jag Capital Management
Missouri
$248K -$2.3M -8,867 -91%
BWP
2221
Barlow Wealth Partners
Kentucky
$247K +$217K +836 New
MSFS
2222
Main Street Financial Solutions
Pennsylvania
$247K -$2.59K -10 -1%
SRC
2223
Shufro Rose & Co
New York
$246K – – –
EBA
2224
Eagle Bay Advisors
New York
$246K -$84.8K -327 -28%
LPAM
2225
Lodestar Private Asset Management
California
$245K +$9.08K +35 +4%
87 88
89
90 91