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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
VIPI
2351
Vista Investment Partners II
Indiana
$634K -$18.3K -33 -3%
LIA
2352
Lynx Investment Advisory
District of Columbia
$632K +$33.3K +60 +6%
HCM
2353
Hengehold Capital Management
Ohio
$632K – – –
ASBI
2354
American State Bank (Iowa)
Iowa
$631K -$28.9K -52 -5%
EW
2355
Expressive Wealth
Illinois
$631K +$612K +1,101 New
FBC
2356
Fairfield, Bush & Co
Connecticut
$630K -$44.5K -80 -7%
CFIA
2357
Cantor Fitzgerald Investment Advisors
New York
$630K – – –
RCWM
2358
Royal Capital Wealth Management
Indiana
$630K – – –
CFWMA
2359
Center for Wealth Management Advisory
Ohio
$630K +$611K +1,100 New
3F
2360
360 Financial
Minnesota
$627K – – –
PWM
2361
Pathway Wealth Management
Texas
$627K +$609K +1,095 New
AL
2362
ADE LLC
Maryland
$624K – – –
CFS
2363
Commonwealth Financial Services
West Virginia
$624K +$20K +36 +3%
VCAM
2364
Van Cleef Asset Management
Ohio
$623K +$96.2K +173 +19%
SWP
2365
Strategic Wealth Partners
Ohio
$621K -$47.2K -85 -7%
HP
2366
Haven Private
Florida
$621K +$33.3K +60 +6%
BPC
2367
Bearing Point Capital
Minnesota
$621K +$602K +1,084 New
WDG
2368
Wealth Dimensions Group
Ohio
$619K +$5.56K +10 +0.9%
LFGO
2369
Legacy Financial Group (Oklahoma)
Oklahoma
$617K +$29.5K +53 +5%
BTWM
2370
Baker Tilly Wealth Management
Wisconsin
$616K -$46.1K -83 -7%
AP
2371
Anchyra Partners
Georgia
$616K +$598K +1,076 New
AGP
2372
Aspire Growth Partners
Florida
$616K +$1.67K +3 +0.3%
GCA
2373
Greenwood Capital Associates
South Carolina
$615K – – –
IF
2374
Intrua Financial
Texas
$615K -$12.8K -23 -2%
RA
2375
Ransom Advisory
Rhode Island
$613K -$69.5K -125 -10%
93 94
95
96 97