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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
2251
Private Wealth Partners
California
$490K – – –
MSWM
2252
Mowery & Schoenfeld Wealth Management
Illinois
$489K -$62.8K -147 -13%
CIEC
2253
Crédit Industriel et Commercial
France
$489K -$1.04M -2,438 -70%
HP
2254
Haven Private
Florida
$489K -$116K -271 -21%
BRA
2255
Bender Robert & Associates
California
$489K – – –
LFGO
2256
Legacy Financial Group (Oklahoma)
Oklahoma
$489K +$44K +103 +11%
APW
2257
Aventura Private Wealth
Florida
$488K +$28.2K +66 +7%
HW
2258
HORAN Wealth
Ohio
$488K – – –
AIA
2259
Arbor Investment Advisors
North Carolina
$485K – – –
LWA
2260
Ledgewood Wealth Advisors
New Hampshire
$485K – – –
GSWA
2261
Good Steward Wealth Advisors
Tennessee
$485K +$1.71K +4 +0.4%
HCM
2262
Hutchinson Capital Management
California
$485K – – –
GAA
2263
Global Assets Advisory
Florida
$484K -$8.54K -20 -2%
AA
2264
Alesco Advisors
New York
$484K – – –
CPC
2265
Cookson Peirce & Co
Pennsylvania
$483K +$1.28K +3 +0.3%
TWM
2266
TCFG Wealth Management
California
$482K -$62.3K -146 -13%
NRI
2267
NFP Retirement Inc
California
$482K -$5.12K -12 -1%
WWG
2268
West Wealth Group
California
$482K +$32.4K +76 +9%
FFC
2269
First Financial Corp
Indiana
$481K -$128K -300 -23%
FAN
2270
Financial Advisors Network
California
$480K – – –
DA
2271
Dover Advisors
Virginia
$479K -$2.99K -7 -0.7%
MSWM
2272
Master's Wealth Management
Pennsylvania
$479K +$28.2K +66 +7%
CFA
2273
CWS Financial Advisors
Michigan
$479K – – –
SP
2274
Stonebrook Private
Michigan
$478K +$1.28K +3 +0.3%
FWTB
2275
First Western Trust Bank
Colorado
$477K -$54.6K -128 -11%
89 90
91
92 93