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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MCB
2251
Morton Community Bank
Illinois
$236K +$207K +797 New
CWG
2252
Crown Wealth Group
North Carolina
$235K +$206K +796 New
CW
2253
Cook Wealth
North Carolina
$235K +$210K +809 New
SQA
2254
Simon Quick Advisors
New Jersey
$235K -$33.7K -130 -14%
RW
2255
Rede Wealth
Virginia
$235K +$4.93K +19 +2%
FVWA
2256
Foster Victor Wealth Advisors
South Carolina
$235K +$1.56K +6 +0.8%
BFW
2257
Brady Family Wealth
Missouri
$235K -$35K -135 -15%
KWM
2258
Kolinsky Wealth Management
New Jersey
$234K -$78.9K -304 -28%
BA
2259
Ballew Advisors
Mississippi
$234K -$8.82K -34 -4%
HI
2260
Hoey Investments
Pennsylvania
$234K -$1.61M -6,196 -89%
BFG
2261
Bouchey Financial Group
New York
$234K +$3.37K +13 +2%
WIM
2262
Westside Investment Management
California
$233K – – –
ME
2263
McIlrath & Eck
Washington
$233K +$8.56K +33 +4%
RIM
2264
Redwood Investment Management
Arizona
$233K -$1.68M -6,481 -89%
OWM
2265
Orgel Wealth Management
Wisconsin
$232K +$204K +785 New
MP
2266
McDonald Partners
Ohio
$232K -$1.56K -6 -0.8%
AF
2267
Alerus Financial
North Dakota
$231K -$39.7K -153 -16%
PFWA
2268
Paces Ferry Wealth Advisors
Georgia
$231K +$7K +27 +4%
DI
2269
Disciplined Investments
Oklahoma
$230K – – –
CIG
2270
Cascade Investment Group
Colorado
$229K – – –
CCB
2271
Cutter & Co Brokerage
Missouri
$228K – – –
CFO
2272
Collective Family Office
Pennsylvania
$228K +$200K +771 New
CRI
2273
Colonial River Investments
Virginia
$226K -$62K -239 -24%
CG
2274
CFO4Life Group
Texas
$226K -$3.89K -15 -2%
OPWM
2275
Oxinas Partners Wealth Management
Indiana
$225K -$29.6K -114 -13%
89 90
91
92 93