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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BFW
2426
Brady Family Wealth
Missouri
$269K -$21.1K -61 -8%
AIMA
2427
Ables Iannone Moore & Associates
Georgia
$269K – – –
WC
2428
Whitney & Co
New York
$269K +$237K +687 New
GFL
2429
Granite FO LLC
New Hampshire
$268K – – –
PTB
2430
Pioneer Trust Bank
Oregon
$267K – – –
KWM
2431
Keebeck Wealth Management
Illinois
$267K -$5.53K -16 -2%
SI
2432
Seeds Investor
New York
$267K +$235K +681 New
PCFFS
2433
Pacific Center for Financial Services
California
$266K +$691 +2 +0.3%
PMA
2434
Prudent Man Advisors
Illinois
$266K – – –
PWA
2435
Physician Wealth Advisors
Utah
$265K +$1.04K +3 +0.4%
VBFP
2436
Valtinson Bruner Financial Planning
Minnesota
$264K -$691 -2 -0.3%
KA
2437
Klingman & Associates
New York
$263K +$5.18K +15 +2%
IIA
2438
Integral Investment Advisors
California
$262K -$3.8K -11 -2%
FBFS
2439
First Business Financial Services
Wisconsin
$261K – – –
WJA
2440
Willis Johnson & Associates
Texas
$260K +$230K +665 New
KOMWMG
2441
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$259K -$3.11K -9 -1%
FWA
2442
FSM Wealth Advisors
Ohio
$259K +$21.1K +61 +10%
OFW
2443
Omnia Family Wealth
Florida
$259K +$229K +662 New
VWM
2444
Vigilare Wealth Management
Arizona
$259K – – –
GAM
2445
GEM Asset Management
Michigan
$258K – – –
ATC
2446
Advantage Trust Company
Kansas
$258K -$93.2K -270 -29%
DWM
2447
Dechtman Wealth Management
Colorado
$258K +$1.04K +3 +0.5%
PS
2448
Planned Solutions
California
$258K – – –
OC
2449
Opinicus Capital
Florida
$258K -$4.14K -12 -2%
LJAC
2450
L.J. Altfest & Co
New York
$257K +$1.04K +3 +0.5%
96 97
98
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