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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HCP
2201
Hardin Capital Partners
South Carolina
$751K +$4.45K +8 +0.6%
MAWA
2202
Moss Adams Wealth Advisors
Washington
$749K +$155K +279 +27%
MA
2203
MJP Associates
Connecticut
$747K +$109K +196 +18%
OIA
2204
Oakmont Investment Advisors
Pennsylvania
$747K +$724K +1,303 New
AW
2205
Alchemi Wealth
Connecticut
$746K +$724K +1,302 New
MIM
2206
Merrion Investment Management
New Jersey
$745K +$55.6K +100 +8%
IIA
2207
ICW Investment Advisors
Arizona
$742K +$20K +36 +3%
SAM
2208
S.A. Mason
Michigan
$742K +$556 +1 +0.1%
FI
2209
Finivi Inc
Massachusetts
$740K -$16.1K -29 -2%
TW
2210
Tempo Wealth
Ohio
$740K +$718K +1,291 New
AWM
2211
Arista Wealth Management
Nevada
$735K +$262K +472 +58%
JCM
2212
J2 Capital Management
Michigan
$734K -$392K -705 -35%
BSB
2213
Bangor Savings Bank
Maine
$734K -$556 -1 -0.1%
EFP
2214
Elser Financial Planning
Indiana
$733K -$28.3K -51 -4%
SCA
2215
Sandy Cove Advisors
Massachusetts
$733K +$8.34K +15 +1%
HCM
2216
Hollencrest Capital Management
California
$732K -$56.7K -102 -7%
BCA
2217
Bay Capital Advisors
Virginia
$730K +$81.1K +146 +13%
CWMP
2218
Clarion Wealth Managment Partners
Virginia
$729K -$27.8K -50 -4%
RA
2219
Rise Advisors
New York
$728K -$9.45K -17 -1%
AFT
2220
Alpha Family Trust
California
$728K – – –
FAOAI
2221
Fund Advisors of America Inc
Florida
$727K +$706K +1,270 New
MYLI
2222
Meiji Yasuda Life Insurance
Japan
$727K +$705K +1,269 New
MBWA
2223
Marin Bay Wealth Advisors
California
$726K +$704K +1,267 New
OPTFSNA
2224
Old Point Trust & Financial Services N A
Virginia
$726K -$27.8K -50 -4%
BW
2225
Basepoint Wealth
Iowa
$724K -$60K -108 -8%
87 88
89
90 91