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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2451
MinichMacGregor Wealth Management
New York
$379K -$41.4K -97 -11%
USWIA
2452
UP Strategic Wealth Investment Advisors
Pennsylvania
$378K – – –
MPM
2453
Meritage Portfolio Management
Kansas
$378K +$91.4K +214 +37%
TWD
2454
True Wealth Design
Ohio
$377K -$5.98K -14 -2%
DI
2455
Disciplined Investments
Oklahoma
$375K +$1.28K +3 +0.4%
PI
2456
Pettee Investors
Connecticut
$374K – – –
CWI
2457
Conscious Wealth Investments
Florida
$373K – – –
R
2458
Rebalance
California
$373K – – –
RFG
2459
REAP Financial Group
Texas
$372K +$26.5K +62 +9%
CTI
2460
Community Trust & Investment
Kentucky
$372K -$67.5K -158 -17%
TC
2461
Trilogy Capital
California
$370K +$5.98K +14 +2%
OWA
2462
Octavia Wealth Advisors
Ohio
$370K +$82.8K +194 +33%
RIS
2463
Richmond Investment Services
Wisconsin
$369K -$134K -315 -29%
PCP
2464
Proficio Capital Partners
Massachusetts
$369K -$630K -1,476 -66%
VCM
2465
Vision Capital Management
Oregon
$369K -$84.1K -197 -20%
TA
2466
Townsend & Associates
Colorado
$369K +$299K +700 New
TWP
2467
Triad Wealth Partners
Kansas
$369K +$99.9K +234 +43%
MLFP
2468
MPS Loria Financial Planners
Illinois
$368K +$1.28K +3 +0.4%
SHFP
2469
Second Half Financial Partners
Florida
$368K -$17.9K -42 -5%
HCP
2470
Holt Capital Partners
Texas
$367K – – –
AIC
2471
Argus Investors Counsel
New York
$367K -$416K -975 -56%
QAM
2472
Q3 Asset Management
Michigan
$367K +$325K +762 New
GHA
2473
GW Henssler & Associates
Georgia
$366K -$42.7K -100 -12%
PGWM
2474
Parisi Gray Wealth Management
New Jersey
$366K -$4.7K -11 -1%
MCM
2475
Maple Capital Management
Vermont
$365K +$9.39K +22 +3%
97 98
99
100 101