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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
EFH
2226
Eaton Financial Holdings
Florida
$417K +$358K +1,074 New
VCM
2227
Versant Capital Management
Arizona
$417K -$127K -382 -26%
DC
2228
DeDora Capital
California
$416K +$27K +81 +8%
AWC
2229
Adamsbrown Wealth Consultants
Kansas
$415K +$356K +1,069 New
4WM
2230
49 Wealth Management
Texas
$414K +$17.7K +53 +5%
RMC
2231
Ring Mountain Capital
California
$414K – – –
PWW
2232
Pettyjohn Wood & White
Virginia
$413K – – –
SNBOSCI
2233
Security National Bank of Sioux City Iowa
Iowa
$413K +$66.7K +200 +23%
MWA
2234
Meridian Wealth Advisors
Texas
$413K – – –
SFC
2235
SYM Financial Corp
Indiana
$412K +$19.7K +59 +6%
NAM
2236
NTV Asset Management
West Virginia
$411K +$333 +1 +0.1%
VP
2237
Verum Partners
North Carolina
$411K +$8.67K +26 +3%
CIC
2238
Chilton Investment Company
Connecticut
$411K +$353K +1,059 New
CWM
2239
Crowley Wealth Management
Delaware
$410K -$28.3K -85 -7%
MWA
2240
Miller Wealth Advisors
Colorado
$410K – – –
KFA
2241
Kelleher Financial Advisors
New York
$410K -$333 -1 -0.1%
OFA
2242
Onyx Financial Advisors
Idaho
$410K +$1.33K +4 +0.4%
WAG
2243
Wallace Advisory Group
California
$410K -$48K -144 -10%
AI
2244
AXS Investments
New York
$409K -$199K -597 -36%
AFA
2245
Antonelli Financial Advisors
Michigan
$409K – – –
FCT
2246
First Community Trust
Iowa
$408K – – –
RWM
2247
Rockline Wealth Management
New York
$407K -$26K -78 -7%
FP
2248
Financial Perspectives
Minnesota
$407K – – –
FBT
2249
First Bankers Trust
Kentucky
$407K – – –
PWP
2250
Phillips Wealth Planners
Mississippi
$405K +$7.33K +22 +2%
88 89
90
91 92