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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PIP
2401
Peachtree Investment Partners
Florida
$594K +$280K +504 +95%
ACA
2402
Arsenal Capital Advisors
Pennsylvania
$594K +$576K +1,036 New
EFH
2403
Eaton Financial Holdings
Florida
$593K -$15.6K -28 -3%
MSWM
2404
Master's Wealth Management
Pennsylvania
$593K +$17.2K +31 +3%
AI
2405
AXS Investments
New York
$592K +$195K +350 +51%
APW
2406
Aventura Private Wealth
Florida
$592K +$5.56K +10 +1%
RSVP
2407
Ramsay Stattman Vela & Price
Colorado
$590K -$22.2K -40 -4%
WIM
2408
Westside Investment Management
California
$589K +$42.2K +76 +8%
SWIM
2409
Smallwood Wealth Investment Management
New Jersey
$589K – – –
HC
2410
Hamilton Capital
Ohio
$589K +$571K +1,028 New
NEWAS
2411
N.E.W. Advisory Services
Wisconsin
$588K – – –
PWP
2412
Private Wealth Partners
California
$588K – – –
CWA
2413
Canvas Wealth Advisors
Kansas
$588K +$3.89K +7 +0.7%
JCM
2414
Jag Capital Management
Missouri
$587K +$52.2K +94 +10%
CWG
2415
Crown Wealth Group
North Carolina
$585K +$37.8K +68 +7%
FAN
2416
Financial Advisors Network
California
$584K +$7.78K +14 +1%
SP
2417
Stonebrook Private
Michigan
$584K +$10K +18 +2%
FAL
2418
Focused Alpha LLC
Colorado
$584K +$566K +1,019 New
DG
2419
Dala Group
Illinois
$583K +$566K +1,018 New
TWD
2420
True Wealth Design
Ohio
$583K +$127K +228 +29%
LWA
2421
Ledgewood Wealth Advisors
New Hampshire
$583K – – –
KCP
2422
Kera Capital Partners
California
$582K +$196K +352 +66%
SDWMA
2423
Schneider Downs Wealth Management Advisors
Pennsylvania
$581K +$564K +1,015 New
EBSAM
2424
Eubel Brady & Suttman Asset Management
Ohio
$581K +$171K +308 +44%
AIA
2425
Arbor Investment Advisors
North Carolina
$581K -$1.67K -3 -0.3%
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97
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