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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
2451
Arbor Investment Advisors
North Carolina
$215K – – –
FWM
2452
Foguth Wealth Management
Michigan
$215K +$32.2K +93 +17%
SCM
2453
Steele Capital Management
Iowa
$214K +$2.08K +6 +0.9%
JF
2454
JSF Financial
California
$214K -$6.24K -18 -3%
A
2455
AJOVista
Massachusetts
$214K – – –
FWI
2456
Facet Wealth Inc
Maryland
$213K +$11.4K +33 +6%
KWM
2457
Kolinsky Wealth Management
New Jersey
$213K +$27.4K +79 +14%
ECML
2458
Eagle Capital Management (Louisiana)
Louisiana
$213K -$13.9K -40 -6%
CNWM
2459
Clay Northam Wealth Management
California
$213K – – –
SWP
2460
Semus Wealth Partners
Florida
$213K +$4.16K +12 +2%
TWA
2461
Talisman Wealth Advisors
New Jersey
$213K +$21.2K +61 +11%
OWA
2462
ORBA Wealth Advisors
Illinois
$213K +$3.47K +10 +2%
PD
2463
Planning Directions
Pennsylvania
$212K +$693 +2 +0.3%
CWM
2464
Chemistry Wealth Management
New York
$212K +$220K +635 New
IWA
2465
Inspirion Wealth Advisors
Illinois
$210K +$24.6K +71 +13%
GF
2466
Gries Financial
Ohio
$210K -$558K -1,608 -72%
PCA
2467
Peddock Capital Advisors
Massachusetts
$210K -$43.3K -125 -17%
BIG
2468
Bush Investment Group
Georgia
$210K – – –
FNWA
2469
Financial Network Wealth Advisors
Utah
$210K -$4.16K -12 -2%
BMM
2470
Buffington Mohr McNeal
Idaho
$208K – – –
DWM
2471
Destination Wealth Management
California
$207K -$14.2K -41 -6%
HAS
2472
HBW Advisory Services
California
$207K -$91.2K -263 -30%
DAM
2473
Doheny Asset Management
California
$207K +$22.5K +65 +12%
LFG
2474
Lazard Frères Gestion
France
$206K – – –
BLAM
2475
Bourne Lent Asset Management
New York
$206K – – –
97 98
99
100 101