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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
OLVIG
2551
Oliver Lagore Vanvalin Investment Group
Michigan
$124K +$50.5K +158 +87%
BMC
2552
Bear Mountain Capital
Washington
$124K -$4.79K -15 -4%
JWM
2553
Janiczek Wealth Management
Colorado
$122K +$1.6K +5 +2%
ACA
2554
Atlas Capital Advisors
Wyoming
$121K +$96.5K +302 +1,041%
CWC
2555
Carolinas Wealth Consulting
North Carolina
$118K -$4.79K -15 -4%
PP
2556
PrairieView Partners
Minnesota
$117K – – –
CMP
2557
Coston McIsaac & Partners
Maine
$113K -$4.79K -15 -5%
AWM
2558
Atticus Wealth Management
Florida
$112K -$15.7K -49 -14%
MFA
2559
McClarren Financial Advisors
Pennsylvania
$112K +$320 +1 +0.3%
CFM
2560
Catalyst Funds Management
Australia
$110K +$95.9K +300 New
GA
2561
GoalVest Advisory
New York
$108K +$14.7K +46 +18%
MBFW
2562
Morton Brown Family Wealth
Pennsylvania
$106K – – –
FSWA
2563
Financial Synergies Wealth Advisors
Texas
$105K +$88.9K +278 +3,475%
BC
2564
Barrett & Company
Rhode Island
$103K – – –
PFA
2565
Pathway Financial Advisers
Indiana
$103K -$118K -369 -57%
RS
2566
Rakuten Securities
Japan
$102K -$15.7K -49 -15%
AW
2567
Avion Wealth
Texas
$101K +$639 +2 +0.7%
BHWM
2568
Bay Harbor Wealth Management
Maryland
$96K – – –
SJIM
2569
St. Johns Investment Management
Florida
$91.6K – – –
WPA
2570
West Paces Advisors
Georgia
$91.2K -$4.79K -15 -6%
JFA
2571
JNBA Financial Advisors
Minnesota
$90.1K – – –
CYG
2572
Clean Yield Group
Vermont
$89.8K – – –
PCA
2573
Providence Capital Advisors
North Carolina
$89.8K – – –
VIA
2574
Virtus Investment Advisers
Connecticut
$89K -$8.31K -26 -10%
KWAG
2575
Kiely Wealth Advisory Group
North Carolina
$87.1K +$16K +50 +25%
101 102
103
104 105