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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HL
2426
HeadInvest LLC
Maine
$307K -$19.4K -50 -6%
WFA
2427
WMG Financial Advisors
Tennessee
$306K -$1.94K -5 -0.6%
MAG
2428
Mayfair Advisory Group
Alabama
$306K -$11.6K -30 -3%
MEAC
2429
M.E. Allison & Co
Texas
$306K +$327K +843 New
EIG
2430
Ellenbecker Investment Group
Wisconsin
$305K +$388 +1 +0.1%
BA
2431
Brightwater Advisory
Florida
$305K +$388 +1 +0.1%
SSA
2432
South Street Advisors
New York
$305K -$233K -600 -42%
PAM
2433
PCG Asset Management
New Jersey
$305K +$326K +840 New
AC
2434
Apella Capital
Connecticut
$304K +$17.8K +46 +6%
GPWM
2435
Grant Private Wealth Management
California
$304K +$325K +837 New
TWD
2436
True Wealth Design
Ohio
$303K -$4.65K -12 -1%
JCM
2437
Jag Capital Management
Missouri
$303K +$22.1K +57 +7%
OCPWS
2438
One Charles Private Wealth Services
Massachusetts
$302K – – –
CWM
2439
ClientFirst Wealth Management
Arkansas
$300K +$321K +827 New
BWA
2440
Blodgett Wealth Advisors
California
$300K – – –
EWA
2441
Encompass Wealth Advisors
Oregon
$300K +$1.16K +3 +0.4%
BFG
2442
Bouchey Financial Group
New York
$300K +$5.82K +15 +2%
EL
2443
EWA LLC
Pennsylvania
$299K -$388 -1 -0.1%
CPW
2444
Crestmont Private Wealth
Texas
$299K -$54.7K -141 -15%
AWCI
2445
Alpine Woods Capital Investors
New York
$298K – – –
OCM
2446
Orion Capital Management
California
$297K – – –
CPWA
2447
Cerro Pacific Wealth Advisors
California
$297K +$1.94K +5 +0.7%
CBT
2448
Crews Bank & Trust
Florida
$297K +$318K +819 New
CPL
2449
CAP Partners LLC
Tennessee
$296K +$1.16K +3 +0.4%
BFA
2450
Bright Financial Advisors
Michigan
$296K – – –
96 97
98
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