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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
2576
Gemmer Asset Management
California
$253K +$2.71K +7 +1%
CCG
2577
Chatham Capital Group
Georgia
$252K – – –
CAC
2578
Certified Advisory Corp
Florida
$252K +$776 +2 +0.3%
CNWM
2579
Clay Northam Wealth Management
California
$252K +$2.33K +6 +0.9%
LEA
2580
Legacy Edge Advisors
New York
$251K -$4.27K -11 -2%
JF
2581
Jump Financial
Illinois
$251K -$8.14K -21 -3%
MAM
2582
Marotta Asset Management
Virginia
$250K -$388 -1 -0.1%
BFW
2583
Brady Family Wealth
Missouri
$250K – – –
BW
2584
BIP Wealth
Georgia
$249K -$17.1K -44 -6%
AIMA
2585
Ables Iannone Moore & Associates
Georgia
$249K – – –
BL
2586
Balentine LLC
Georgia
$249K -$1.04M -2,673 -80%
GFL
2587
Granite FO LLC
New Hampshire
$248K – – –
SI
2588
Seeds Investor
New York
$248K +$1.16K +3 +0.4%
AIA
2589
AssuredPartners Investment Advisors
Florida
$248K +$265K +683 New
PWA
2590
Physician Wealth Advisors
Utah
$248K – – –
PTB
2591
Pioneer Trust Bank
Oregon
$248K – – –
PCFFS
2592
Pacific Center for Financial Services
California
$248K +$1.16K +3 +0.4%
FBT
2593
First Bank & Trust
South Dakota
$247K -$10.5K -27 -4%
OFW
2594
Omnia Family Wealth
Florida
$247K +$7.76K +20 +3%
MW
2595
Maia Wealth
Colorado
$247K +$242K +625 New
VBFP
2596
Valtinson Bruner Financial Planning
Minnesota
$247K +$1.94K +5 +0.7%
PMA
2597
Prudent Man Advisors
Illinois
$246K – – –
AIA
2598
Angeles Investment Advisors
California
$246K -$9.31K -24 -3%
KWM
2599
Kolinsky Wealth Management
New Jersey
$245K +$7.37K +19 +3%
WRPWM
2600
Werba Rubin Papier Wealth Management
California
$244K -$28.7K -74 -10%
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