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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CRWM
2201
Castle Rock Wealth Management
California
$308K -$271K -782 -45%
GWA
2202
GGM Wealth Advisors
Maryland
$308K -$5.2K -15 -2%
PCMC
2203
Private Capital Management (Colorado)
Colorado
$308K -$1.39K -4 -0.4%
CNC
2204
Citizens & Northern Corp
Pennsylvania
$308K – – –
WP
2205
WealthShield Partners
North Carolina
$308K – – –
FA
2206
Fiduciary Alliance
South Carolina
$308K +$326K +939 New
HC
2207
Hourglass Capital
Texas
$307K -$6.93K -20 -2%
TSWM
2208
Tyler-Stone Wealth Management
Ohio
$307K -$3.12K -9 -1%
ORC
2209
O'Rourke & Company
Massachusetts
$307K +$1.04K +3 +0.3%
VCAM
2210
Van Cleef Asset Management
Ohio
$306K -$3.47K -10 -1%
JEST
2211
JTC Employer Solutions Trustee
Jersey
$306K – – –
AWM
2212
Angeles Wealth Management
California
$305K +$27.4K +79 +9%
CWR
2213
Chico Wealth RIA
California
$305K -$18.7K -54 -6%
SRCM
2214
Signature Resources Capital Management
California
$305K – – –
VFP
2215
Verus Financial Partners
Virginia
$305K – – –
EIG
2216
Ellenbecker Investment Group
Wisconsin
$304K -$17.7K -51 -5%
CIC
2217
Chase Investment Counsel
Virginia
$304K – – –
SFPG
2218
Stonebridge Financial Planning Group
Florida
$304K +$47.5K +137 +18%
SIA
2219
SeaBridge Investment Advisors
New Jersey
$303K – – –
HFS
2220
Heritage Financial Services
Massachusetts
$303K -$1.73K -5 -0.5%
CMI
2221
Clare Market Investments
Texas
$303K +$315K +909 New
PI
2222
Pettee Investors
Connecticut
$302K – – –
FFA
2223
Fi3 Financial Advisors
Indiana
$302K -$1.39K -4 -0.4%
SNBOSCI
2224
Security National Bank of Sioux City Iowa
Iowa
$301K -$34.7K -100 -10%
HI
2225
Hoey Investments
Pennsylvania
$300K +$3.47K +10 +1%
87 88
89
90 91