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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
2476
Morton Capital Management
California
$250K +$221K +640 New
ECML
2477
Eagle Capital Management (Louisiana)
Louisiana
$250K – – –
PSP
2478
Principal Street Partners
Tennessee
$250K – – –
OWA
2479
ORBA Wealth Advisors
Illinois
$250K – – –
RWP
2480
Revolve Wealth Partners
New Jersey
$249K -$14.8K -43 -6%
ABWM
2481
Alpine Bank Wealth Management
Colorado
$249K +$220K +636 New
OWA
2482
Octavia Wealth Advisors
Ohio
$248K -$40.1K -116 -15%
JF
2483
JSF Financial
California
$247K -$3.11K -9 -1%
IWA
2484
Inspirion Wealth Advisors
Illinois
$247K – – –
RWA
2485
Redhawk Wealth Advisors
Minnesota
$247K -$112K -325 -34%
PCA
2486
Peddock Capital Advisors
Massachusetts
$246K – – –
BIG
2487
Bush Investment Group
Georgia
$246K – – –
FNWA
2488
Financial Network Wealth Advisors
Utah
$246K -$345 -1 -0.2%
LFG
2489
Lazard Frères Gestion
France
$246K – – –
TSMHT
2490
Thurston Springer Miller Herd & Titak
Indiana
$245K +$7.94K +23 +4%
SFC
2491
Strategic Financial Concepts
Texas
$245K -$69.1M -200,028 -100%
BMM
2492
Buffington Mohr McNeal
Idaho
$244K – – –
CWM
2493
Chemistry Wealth Management
New York
$243K -$4.49K -13 -2%
VCM
2494
Vivaldi Capital Management
Illinois
$243K +$215K +622 New
DAM
2495
Doheny Asset Management
California
$243K – – –
CMTU
2496
Capital Markets Trading (UK)
United Kingdom
$243K +$214K +621 New
PP
2497
Patron Partners
Texas
$243K +$3.11K +9 +1%
IWS
2498
Integrity Wealth Solutions
Colorado
$243K +$214K +621 New
RWI
2499
Red Wave Investments
Pennsylvania
$242K +$1.38K +4 +0.6%
MPM
2500
Meritage Portfolio Management
Kansas
$242K +$214K +619 New
98 99
100
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