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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
IAG
2576
Ipsen Advisor Group
Arkansas
$318K -$22.6K -53 -7%
RWP
2577
Revolve Wealth Partners
New Jersey
$317K +$17.1K +40 +6%
CAM
2578
Claret Asset Management
Quebec, Canada
$317K -$3.42K -8 -1%
CVM
2579
Cheviot Value Management
California
$316K – – –
SQA
2580
Simon Quick Advisors
New Jersey
$316K +$282K +661 New
PP
2581
Patron Partners
Texas
$315K +$2.13K +5 +0.8%
BCI
2582
Blue Capital Inc
Nebraska
$315K -$8.54K -20 -3%
MW
2583
Maia Wealth
Colorado
$315K -$20.1K -47 -8%
MMA
2584
Mizuho Markets Americas
New York
$313K -$64K -150 -19%
OC
2585
Optima Capital
Oregon
$313K +$2.13K +5 +0.8%
OFS
2586
OMC Financial Services
New York
$313K – – –
BWM
2587
BlackDiamond Wealth Management
New York
$312K +$12K +28 +4%
CFGA
2588
Cambridge Financial Group (Arizona)
Arizona
$312K – – –
WRPWM
2589
Werba Rubin Papier Wealth Management
California
$311K +$9.39K +22 +3%
NIA
2590
NIA Impact Advisors
California
$311K – – –
AFM
2591
Aspetuck Financial Management
Connecticut
$310K – – –
YWS
2592
Yarger Wealth Strategies
Ohio
$310K +$8.96K +21 +3%
BTWM
2593
Brass Tax Wealth Management
Ohio
$310K +$854 +2 +0.3%
RH
2594
RFG Holdings
Texas
$309K +$5.55K +13 +2%
RWI
2595
Red Wave Investments
Pennsylvania
$308K +$427 +1 +0.2%
SW
2596
Solidarity Wealth
Utah
$307K +$29.9K +70 +12%
WCP
2597
Wealthcare Capital Partners
Pennsylvania
$307K +$21.8K +51 +9%
SWTS
2598
Stonehaven Wealth & Tax Solutions
Wisconsin
$307K -$1.71K -4 -0.6%
PWA
2599
Phoenix Wealth Advisors
North Carolina
$307K +$275K +643 New
KA
2600
KDT Advisors
New York
$306K +$854 +2 +0.3%
102 103
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