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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
2276
Prodigy Asset Management
Nebraska
$330K – – –
PCM
2277
Ping Capital Management
New York
$330K +$356K +1,000 New
AWM
2278
Angeles Wealth Management
California
$328K +$24.6K +69 +7%
WDG
2279
Wealth Dimensions Group
Ohio
$328K +$18.9K +53 +6%
DC
2280
DeDora Capital
California
$327K +$353K +991 New
PMFA
2281
Plante Moran Financial Advisors
Michigan
$326K +$4.27K +12 +1%
NA
2282
Nautilus Advisors
California
$326K – – –
DOA
2283
D'Orazio & Associates
Virginia
$325K +$12.8K +36 +4%
WMN
2284
Wealth Management Nebraska
Nebraska
$325K +$16.7K +47 +5%
FDCP
2285
Foster Dykema Cabot & Partners
Massachusetts
$325K -$1.43K -4 -0.4%
HFS
2286
Heritage Financial Services
Massachusetts
$323K +$9.97K +28 +3%
KLWA
2287
Kelly Lawrence W & Associates
California
$323K – – –
SPWG
2288
Syntegra Private Wealth Group
Missouri
$322K +$16K +45 +5%
CVA
2289
Central Valley Advisors
California
$322K +$8.9K +25 +3%
BCM
2290
Beddow Capital Management
Wyoming
$322K – – –
VPWA
2291
Vestia Personal Wealth Advisors
Indiana
$322K -$7.48K -21 -2%
NAMNJ
2292
NorthStar Asset Management (New Jersey)
New Jersey
$320K -$16.4K -46 -5%
ONST
2293
Old North State Trust
North Carolina
$320K – – –
CSPIA
2294
Cary Street Partners Investment Advisory
Virginia
$320K -$27.4K -77 -7%
BWP
2295
Burling Wealth Partners
Illinois
$320K – – –
PWM
2296
Partners Wealth Management
California
$320K – – –
CFS
2297
Commonwealth Financial Services
West Virginia
$320K -$1.07K -3 -0.3%
UWP
2298
Uniting Wealth Partners
Kansas
$320K – – –
CT
2299
Chicago Trust
Illinois
$318K -$294K -826 -46%
FIB
2300
First Interstate Bank
Montana
$317K – – –
90 91
92
93 94