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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PGWM
2326
Parisi Gray Wealth Management
New Jersey
$257K – – –
FL
2327
Fort LP
Maryland
$254K +$67.6K +195 +34%
HFP
2328
Holistic Financial Partners
Indiana
$254K -$6.59K -19 -2%
BP
2329
Broadleaf Partners
Ohio
$253K – – –
ST
2330
Sabal Trust
Florida
$253K +$2.77K +8 +1%
BW
2331
Basepoint Wealth
Iowa
$253K -$167K -483 -39%
KC
2332
Kingfisher Capital
North Carolina
$252K – – –
PP
2333
Pegasus Partners
Wisconsin
$252K +$70K +202 +36%
AC
2334
Apella Capital
Connecticut
$252K +$57.6K +166 +27%
CPWA
2335
Cerro Pacific Wealth Advisors
California
$251K +$262K +755 New
BIM
2336
Barton Investment Management
Pennsylvania
$251K – – –
GPI
2337
General Partner Inc
Pennsylvania
$250K – – –
ACP
2338
Arcus Capital Partners
Georgia
$250K +$693 +2 +0.3%
OWA
2339
Octavia Wealth Advisors
Ohio
$250K -$34K -98 -12%
ERWM
2340
Elk River Wealth Management
Colorado
$250K -$86.7K -250 -25%
MCA
2341
Millennium Capital Advisors
Arkansas
$250K – – –
PP
2342
Pingora Partners
Wyoming
$250K – – –
WIM
2343
Westside Investment Management
California
$250K – – –
BFW
2344
Brady Family Wealth
Missouri
$249K -$15.6K -45 -6%
MCB
2345
Morton Community Bank
Illinois
$249K -$295K -850 -53%
HWMG
2346
Hurlow Wealth Management Group
Indiana
$249K – – –
EL
2347
EWA LLC
Pennsylvania
$249K -$22.5K -65 -8%
AF
2348
Alerus Financial
North Dakota
$248K – – –
HCP
2349
Holt Capital Partners
Texas
$248K – – –
MCA
2350
Magnolia Capital Advisors
Mississippi
$248K +$258K +745 New
92 93
94
95 96