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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CNWM
2426
Clay Northam Wealth Management
California
$269K +$17.3K +50 +8%
MA
2427
MKT Advisors
California
$269K +$691 +2 +0.3%
BFW
2428
Brady Family Wealth
Missouri
$269K -$21.1K -61 -8%
AIMA
2429
Ables Iannone Moore & Associates
Georgia
$269K – – –
WC
2430
Whitney & Co
New York
$269K +$237K +687 New
GFL
2431
Granite FO LLC
New Hampshire
$268K – – –
PTB
2432
Pioneer Trust Bank
Oregon
$267K – – –
KWM
2433
Keebeck Wealth Management
Illinois
$267K -$5.53K -16 -2%
SI
2434
Seeds Investor
New York
$267K +$235K +681 New
PCFFS
2435
Pacific Center for Financial Services
California
$266K +$691 +2 +0.3%
PMA
2436
Prudent Man Advisors
Illinois
$266K – – –
PWA
2437
Physician Wealth Advisors
Utah
$265K +$1.04K +3 +0.4%
VBFP
2438
Valtinson Bruner Financial Planning
Minnesota
$264K -$691 -2 -0.3%
KA
2439
Klingman & Associates
New York
$263K +$5.18K +15 +2%
IIA
2440
Integral Investment Advisors
California
$262K -$3.8K -11 -2%
FBFS
2441
First Business Financial Services
Wisconsin
$261K – – –
WJA
2442
Willis Johnson & Associates
Texas
$260K +$230K +665 New
KOMWMG
2443
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$259K -$3.11K -9 -1%
FWA
2444
FSM Wealth Advisors
Ohio
$259K +$21.1K +61 +10%
OFW
2445
Omnia Family Wealth
Florida
$259K +$229K +662 New
VWM
2446
Vigilare Wealth Management
Arizona
$259K – – –
GAM
2447
GEM Asset Management
Michigan
$258K – – –
ATC
2448
Advantage Trust Company
Kansas
$258K -$93.2K -270 -29%
DWM
2449
Dechtman Wealth Management
Colorado
$258K +$1.04K +3 +0.5%
PS
2450
Planned Solutions
California
$258K – – –
96 97
98
99 100