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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
NEWAS
2251
N.E.W. Advisory Services
Wisconsin
$490K – – –
PWP
2252
Private Wealth Partners
California
$490K – – –
MSWM
2253
Mowery & Schoenfeld Wealth Management
Illinois
$489K -$62.8K -147 -13%
CIEC
2254
Crédit Industriel et Commercial
France
$489K -$1.04M -2,438 -70%
HP
2255
Haven Private
Florida
$489K -$116K -271 -21%
BRA
2256
Bender Robert & Associates
California
$489K – – –
LFGO
2257
Legacy Financial Group (Oklahoma)
Oklahoma
$489K +$44K +103 +11%
APW
2258
Aventura Private Wealth
Florida
$488K +$28.2K +66 +7%
HW
2259
HORAN Wealth
Ohio
$488K – – –
AIA
2260
Arbor Investment Advisors
North Carolina
$485K – – –
LWA
2261
Ledgewood Wealth Advisors
New Hampshire
$485K – – –
GSWA
2262
Good Steward Wealth Advisors
Tennessee
$485K +$1.71K +4 +0.4%
HCM
2263
Hutchinson Capital Management
California
$485K – – –
GAA
2264
Global Assets Advisory
Florida
$484K -$8.54K -20 -2%
AA
2265
Alesco Advisors
New York
$484K – – –
CPC
2266
Cookson Peirce & Co
Pennsylvania
$483K +$1.28K +3 +0.3%
TWM
2267
TCFG Wealth Management
California
$482K -$62.3K -146 -13%
NRI
2268
NFP Retirement Inc
California
$482K -$5.12K -12 -1%
WWG
2269
West Wealth Group
California
$482K +$32.4K +76 +9%
FFC
2270
First Financial Corp
Indiana
$481K -$128K -300 -23%
FAN
2271
Financial Advisors Network
California
$480K – – –
DA
2272
Dover Advisors
Virginia
$479K -$2.99K -7 -0.7%
MSWM
2273
Master's Wealth Management
Pennsylvania
$479K +$28.2K +66 +7%
CFA
2274
CWS Financial Advisors
Michigan
$479K – – –
SP
2275
Stonebrook Private
Michigan
$478K +$1.28K +3 +0.3%
89 90
91
92 93