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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
2451
Disciplined Investments
Oklahoma
$259K +$712 +2 +0.3%
PHS
2452
Pekin Hardy Strauss
Illinois
$259K -$8.55K -24 -3%
DWM
2453
DecisionMap Wealth Management
Virginia
$259K -$8.19K -23 -3%
MP
2454
McDonald Partners
Ohio
$259K – – –
MWM
2455
Manske Wealth Management
Texas
$259K +$279K +784 New
PI
2456
Pettee Investors
Connecticut
$258K -$44.5K -125 -14%
BSSFA
2457
Baron Silver Stevens Financial Advisors
Florida
$258K +$3.56K +10 +1%
JCM
2458
Jag Capital Management
Missouri
$258K -$18.5K -52 -6%
BA
2459
Ballew Advisors
Mississippi
$258K +$32.4K +91 +12%
MA
2460
MBA Advisors
Pennsylvania
$257K -$6.77K -19 -2%
HFRG
2461
Houlihan Financial Resource Group
Virginia
$257K – – –
PGWM
2462
Parisi Gray Wealth Management
New Jersey
$256K +$7.48K +21 +3%
SHF
2463
Safe Harbor Fiduciary
Florida
$256K – – –
BWP
2464
Barlow Wealth Partners
Kentucky
$256K -$7.48K -21 -2%
CWMS
2465
Cannon Wealth Management Services
North Carolina
$256K -$2.14K -6 -0.7%
HA
2466
Helium Advisors
Washington
$256K +$71.6K +201 +35%
OWA
2467
Octavia Wealth Advisors
Ohio
$255K +$48.4K +136 +21%
HFP
2468
Holistic Financial Partners
Indiana
$255K +$356 +1 +0.1%
CCB
2469
Cutter & Co Brokerage
Missouri
$255K – – –
SHGA
2470
Sand Hill Global Advisors
California
$255K – – –
CW
2471
Cook Wealth
North Carolina
$254K – – –
HCP
2472
Holt Capital Partners
Texas
$254K – – –
LBC
2473
Leigh Baldwin & Co
New York
$254K -$66.3K -186 -19%
OFW
2474
Omnia Family Wealth
Florida
$253K +$29.9K +84 +12%
MLFP
2475
MPS Loria Financial Planners
Illinois
$252K +$1.07K +3 +0.4%
97 98
99
100 101