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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
ZIMP
2551
Zimmermann Investment Management & Planning
Pennsylvania
$224K +$198K +573 New
BWG
2552
Boomfish Wealth Group
Georgia
$224K +$198K +572 New
GCIM
2553
Gunn & Company Investment Management
Florida
$223K -$310K -897 -61%
PCH
2554
PGIM Custom Harvest
New Jersey
$222K +$196K +568 New
RB
2555
Renasant Bank
Mississippi
$222K +$196K +568 New
PP
2556
PrairieView Partners
Minnesota
$222K +$25.9K +75 +15%
AWM
2557
Ariadne Wealth Management
California
$222K +$187K +542 New
RIS
2558
Retirement Income Solutions
Michigan
$221K +$195K +566 New
SDH
2559
Sloy Dahl & Holst
Washington
$221K +$195K +566 New
WF
2560
WoodTrust Financial
Wisconsin
$221K +$195K +565 New
EWM
2561
EPG Wealth Management
Georgia
$221K +$195K +564 New
PAM
2562
Peak Asset Management
Colorado
$221K +$195K +564 New
YWS
2563
Yarger Wealth Strategies
Ohio
$220K +$195K +564 New
EFL
2564
ERn Financial LLC
Wisconsin
$220K +$194K +563 New
CCWM
2565
Correct Capital Wealth Management
Missouri
$220K +$194K +563 New
RIG
2566
Renaissance Investment Group
Massachusetts
$220K +$194K +563 New
ATS
2567
Ashton Thomas Securities
New York
$220K +$194K +562 New
BPC
2568
Banque Pictet & Cie
Switzerland
$220K +$194K +562 New
W
2569
WPWealth
Texas
$219K +$193K +560 New
AWA
2570
Amplius Wealth Advisors
Pennsylvania
$219K -$14.5K -42 -7%
C1AG
2571
Client 1st Advisory Group
Florida
$219K +$193K +559 New
OFS
2572
OMC Financial Services
New York
$218K – – –
NBT
2573
Northwest Bank & Trust
Iowa
$218K – – –
PGAM
2574
Princeton Global Asset Management
New Jersey
$217K – – –
OPWM
2575
Oxinas Partners Wealth Management
Indiana
$217K +$192K +555 New
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