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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SCI
2201
Silver Coast Investments
United States
$754K -$42.8K -77 -6%
GWM
2202
Gibbs Wealth Management
Georgia
$754K -$221K -398 -25%
PBF
2203
Petix & Botte Financial
California
$752K – – –
IA
2204
Insight Advisors
Pennsylvania
$751K -$77.3K -139 -10%
HCP
2205
Hardin Capital Partners
South Carolina
$751K +$4.45K +8 +0.6%
MAWA
2206
Moss Adams Wealth Advisors
Washington
$749K +$155K +279 +27%
MA
2207
MJP Associates
Connecticut
$747K +$109K +196 +18%
OIA
2208
Oakmont Investment Advisors
Pennsylvania
$747K +$724K +1,303 New
AW
2209
Alchemi Wealth
Connecticut
$746K +$724K +1,302 New
MIM
2210
Merrion Investment Management
New Jersey
$745K +$55.6K +100 +8%
IIA
2211
ICW Investment Advisors
Arizona
$742K +$20K +36 +3%
SAM
2212
S.A. Mason
Michigan
$742K +$556 +1 +0.1%
FI
2213
Finivi Inc
Massachusetts
$740K -$16.1K -29 -2%
TW
2214
Tempo Wealth
Ohio
$740K +$718K +1,291 New
AWM
2215
Arista Wealth Management
Nevada
$735K +$262K +472 +58%
JCM
2216
J2 Capital Management
Michigan
$734K -$392K -705 -35%
BSB
2217
Bangor Savings Bank
Maine
$734K -$556 -1 -0.1%
EFP
2218
Elser Financial Planning
Indiana
$733K -$28.3K -51 -4%
SCA
2219
Sandy Cove Advisors
Massachusetts
$733K +$8.34K +15 +1%
HCM
2220
Hollencrest Capital Management
California
$732K -$56.7K -102 -7%
BCA
2221
Bay Capital Advisors
Virginia
$730K +$81.1K +146 +13%
CWMP
2222
Clarion Wealth Managment Partners
Virginia
$729K -$27.8K -50 -4%
RA
2223
Rise Advisors
New York
$728K -$9.45K -17 -1%
AFT
2224
Alpha Family Trust
California
$728K – – –
FAOAI
2225
Fund Advisors of America Inc
Florida
$727K +$706K +1,270 New
87 88
89
90 91