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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HFP
2326
Holistic Financial Partners
Indiana
$254K -$6.59K -19 -2%
BP
2327
Broadleaf Partners
Ohio
$253K – – –
ST
2328
Sabal Trust
Florida
$253K +$2.77K +8 +1%
BW
2329
Basepoint Wealth
Iowa
$253K -$167K -483 -39%
KC
2330
Kingfisher Capital
North Carolina
$252K – – –
PP
2331
Pegasus Partners
Wisconsin
$252K +$70K +202 +36%
AC
2332
Apella Capital
Connecticut
$252K +$57.6K +166 +27%
CPWA
2333
Cerro Pacific Wealth Advisors
California
$251K +$262K +755 New
BIM
2334
Barton Investment Management
Pennsylvania
$251K – – –
GPI
2335
General Partner Inc
Pennsylvania
$250K – – –
ACP
2336
Arcus Capital Partners
Georgia
$250K +$693 +2 +0.3%
OWA
2337
Octavia Wealth Advisors
Ohio
$250K -$34K -98 -12%
ERWM
2338
Elk River Wealth Management
Colorado
$250K -$86.7K -250 -25%
MCA
2339
Millennium Capital Advisors
Arkansas
$250K – – –
PP
2340
Pingora Partners
Wyoming
$250K – – –
WIM
2341
Westside Investment Management
California
$250K – – –
BFW
2342
Brady Family Wealth
Missouri
$249K -$15.6K -45 -6%
MCB
2343
Morton Community Bank
Illinois
$249K -$295K -850 -53%
HWMG
2344
Hurlow Wealth Management Group
Indiana
$249K – – –
EL
2345
EWA LLC
Pennsylvania
$249K -$22.5K -65 -8%
AF
2346
Alerus Financial
North Dakota
$248K – – –
HCP
2347
Holt Capital Partners
Texas
$248K – – –
MCA
2348
Magnolia Capital Advisors
Mississippi
$248K +$258K +745 New
DWA
2349
Dorsey Wright & Associates
California
$248K -$64.5K -186 -20%
LFS
2350
Leibman Financial Services
Nebraska
$248K – – –
92 93
94
95 96