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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
2201
SkyOak Wealth
Michigan
$363K +$31.7K +89 +9%
CWA
2202
Consilium Wealth Advisory
Texas
$363K +$6.77K +19 +2%
CFIA
2203
Cantor Fitzgerald Investment Advisors
New York
$363K – – –
RCWM
2204
Royal Capital Wealth Management
Indiana
$363K – – –
GI
2205
Gradient Investments
Minnesota
$362K -$24.9K -70 -6%
MFG
2206
Mission Financial Group
Nevada
$361K +$181K +509 New
SP
2207
Stonebrook Private
Michigan
$360K +$13.9K +39 +4%
FA
2208
Financial Advisors
Massachusetts
$359K – – –
SCI
2209
Silver Coast Investments
United States
$359K +$14.2K +40 +4%
API
2210
Asset Planning Inc
California
$359K +$712 +2 +0.2%
CTA
2211
Chesley Taft & Associates
Illinois
$358K -$78K -219 -17%
FPL
2212
Fortress Private Ledger
North Carolina
$358K +$126K +354 +48%
CWA
2213
Clarity Wealth Advisors
California
$357K +$386K +1,083 New
DA
2214
Drake & Associates
Wisconsin
$357K +$62.7K +176 +19%
OL
2215
Optas LLC
Texas
$357K -$103K -290 -21%
SIC
2216
Sterling Investment Counsel
New York
$357K +$162K +456 +73%
OIS
2217
OneAscent Investment Solutions
Alabama
$356K +$384K +1,078 New
MFG
2218
Monte Financial Group
Connecticut
$356K -$20.7K -58 -5%
SCM
2219
Silvant Capital Management
Georgia
$355K – – –
GCA
2220
Greenwood Capital Associates
South Carolina
$354K – – –
I
2221
INVST
Indiana
$354K +$146K +411 +62%
BA
2222
Bristlecone Advisors
Washington
$354K -$11.8K -33 -3%
AT
2223
Arlington Trust
Alabama
$353K – – –
AAP
2224
Arax Advisory Partners
Colorado
$352K -$24.6K -69 -6%
ECM
2225
Elgethun Capital Management
South Dakota
$352K -$10.7K -30 -3%
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89
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