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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RMC
2276
Ring Mountain Capital
California
$330K -$1.07K -3 -0.3%
MIM
2277
Merrion Investment Management
New Jersey
$330K – – –
PAM
2278
Prodigy Asset Management
Nebraska
$330K – – –
PCM
2279
Ping Capital Management
New York
$330K +$356K +1,000 New
AWM
2280
Angeles Wealth Management
California
$328K +$24.6K +69 +7%
WDG
2281
Wealth Dimensions Group
Ohio
$328K +$18.9K +53 +6%
DC
2282
DeDora Capital
California
$327K +$353K +991 New
PMFA
2283
Plante Moran Financial Advisors
Michigan
$326K +$4.27K +12 +1%
NA
2284
Nautilus Advisors
California
$326K – – –
DOA
2285
D'Orazio & Associates
Virginia
$325K +$12.8K +36 +4%
WMN
2286
Wealth Management Nebraska
Nebraska
$325K +$16.7K +47 +5%
FDCP
2287
Foster Dykema Cabot & Partners
Massachusetts
$325K -$1.43K -4 -0.4%
HFS
2288
Heritage Financial Services
Massachusetts
$323K +$9.97K +28 +3%
KLWA
2289
Kelly Lawrence W & Associates
California
$323K – – –
SPWG
2290
Syntegra Private Wealth Group
Missouri
$322K +$16K +45 +5%
CVA
2291
Central Valley Advisors
California
$322K +$8.9K +25 +3%
BCM
2292
Beddow Capital Management
Wyoming
$322K – – –
VPWA
2293
Vestia Personal Wealth Advisors
Indiana
$322K -$7.48K -21 -2%
NAMNJ
2294
NorthStar Asset Management (New Jersey)
New Jersey
$320K -$16.4K -46 -5%
ONST
2295
Old North State Trust
North Carolina
$320K – – –
CSPIA
2296
Cary Street Partners Investment Advisory
Virginia
$320K -$27.4K -77 -7%
BWP
2297
Burling Wealth Partners
Illinois
$320K – – –
PWM
2298
Partners Wealth Management
California
$320K – – –
CFS
2299
Commonwealth Financial Services
West Virginia
$320K -$1.07K -3 -0.3%
UWP
2300
Uniting Wealth Partners
Kansas
$320K – – –
90 91
92
93 94