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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
2351
Stone Run Capital
New York
$257K – – –
FI
2352
Fractal Investments
Connecticut
$257K +$224K +700 New
KWM
2353
Keebeck Wealth Management
Illinois
$256K – – –
DA
2354
Dover Advisors
Virginia
$255K +$223K +697 New
S
2355
Sunpointe
Missouri
$255K -$4.47K -14 -2%
CCG
2356
Chatham Capital Group
Georgia
$255K +$320 +1 +0.1%
GFPC
2357
Global Financial Private Client
Florida
$255K – – –
MA
2358
MKT Advisors
California
$253K +$217K +680 New
KCFA
2359
Key Client Fiduciary Advisors
New Jersey
$252K -$3.52K -11 -2%
OC
2360
Opinicus Capital
Florida
$250K +$218K +681 New
ECML
2361
Eagle Capital Management (Louisiana)
Louisiana
$249K +$217K +679 New
PMA
2362
Prudent Man Advisors
Illinois
$249K – – –
AAP
2363
Arax Advisory Partners
Colorado
$249K +$66.5K +208 +44%
RWP
2364
Revolve Wealth Partners
New Jersey
$249K +$217K +678 New
BL
2365
BFSG LLC
California
$248K +$128K +401 +146%
PCFFS
2366
Pacific Center for Financial Services
California
$248K +$639 +2 +0.3%
IIA
2367
Integral Investment Advisors
California
$247K +$216K +676 New
KOMWMG
2368
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$246K -$4.16K -13 -2%
FMTC
2369
Farmers & Merchants Trust Company
California
$246K +$214K +670 New
KWS
2370
Keystone Wealth Services
California
$245K +$214K +669 New
VBFP
2371
Valtinson Bruner Financial Planning
Minnesota
$245K +$213K +668 New
FIB
2372
First Interstate Bank
Montana
$245K -$24.9K -78 -10%
SLT
2373
St Louis Trust
Missouri
$245K +$213K +668 New
PWA
2374
Physician Wealth Advisors
Utah
$245K +$217K +680 New
CAL
2375
Capital Analysts LLC
Pennsylvania
$244K +$23.7K +74 +12%
93 94
95
96 97