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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
2276
Blodgett Wealth Advisors
California
$280K +$347 +1 +0.1%
EWA
2277
Encompass Wealth Advisors
Oregon
$280K – – –
SFP
2278
Sterling Financial Planning
New Jersey
$280K – – –
OCPWS
2279
One Charles Private Wealth Services
Massachusetts
$280K – – –
BA
2280
Bridge Advisory
California
$280K +$4.51K +13 +2%
GAM
2281
Gemmer Asset Management
California
$280K – – –
MC
2282
Middleton & Co
Massachusetts
$280K – – –
ZB
2283
Zions Bancorporation
Utah
$279K -$74.9K -216 -20%
LGG
2284
Luts & Greenleigh Group
Maryland
$279K +$291K +839 New
BA
2285
Brightwater Advisory
Florida
$279K +$693 +2 +0.2%
CW
2286
Cook Wealth
North Carolina
$279K – – –
FFA
2287
Fragasso Financial Advisors
Pennsylvania
$278K +$32.9K +95 +13%
BA
2288
Ballew Advisors
Mississippi
$278K +$347 +1 +0.1%
WC
2289
Weil Company
California
$277K -$215K -619 -43%
SCM
2290
Spring Capital Management
Texas
$276K – – –
R
2291
Rebalance
California
$275K – – –
UAG
2292
United Advisor Group
Ohio
$275K +$286K +825 New
FAG
2293
Fortitude Advisory Group
Washington
$274K -$43.3K -125 -13%
WCFA
2294
Walkner Condon Financial Advisors
Wisconsin
$274K -$25.7K -74 -8%
AWCI
2295
Alpine Woods Capital Investors
New York
$273K – – –
OCM
2296
Orion Capital Management
California
$273K – – –
WDG
2297
Wealth Dimensions Group
Ohio
$273K -$24.3K -70 -8%
SFC
2298
SYM Financial Corp
Indiana
$272K -$3.81K -11 -1%
SHGA
2299
Sand Hill Global Advisors
California
$272K +$57.2K +165 +25%
ST
2300
Sageworth Trust
Pennsylvania
$271K +$36.1K +104 +15%
90 91
92
93 94