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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
APM
2576
a16z Perennial Management
California
$492K +$20K +36 +4%
PWA
2577
Physician Wealth Advisors
Utah
$491K +$17.2K +31 +4%
PCS
2578
Personal CFO Solutions
New Jersey
$491K – – –
DW30
2579
Drucker Wealth 3.0
New Jersey
$490K +$103K +185 +28%
SWA
2580
Strategies Wealth Advisors
Michigan
$489K -$438K -788 -48%
SPAS
2581
Spectrum Planning & Advisory Services
California
$489K -$1.67K -3 -0.4%
WRPWM
2582
Werba Rubin Papier Wealth Management
California
$489K +$111K +200 +31%
BWM
2583
BlackDiamond Wealth Management
New York
$489K +$2.22K +4 +0.6%
PWM
2584
Partners Wealth Management
California
$488K -$13.9K -25 -3%
DDC
2585
DF Dent & Co
Maryland
$488K +$51.1K +92 +12%
TIM
2586
Tortoise Investment Management
New York
$488K +$2.22K +4 +0.5%
CAM
2587
Concorde Asset Management
Michigan
$487K -$37.2K -67 -7%
FC
2588
Financial Council
Maryland
$487K -$7.22K -13 -2%
MPIA
2589
Milestones Private Investment Advisors
New York
$487K – – –
EA
2590
Eclectic Associates
California
$486K -$1.67K -3 -0.4%
PCM
2591
Prelude Capital Management
New York
$486K +$471K +848 New
MEAC
2592
M.E. Allison & Co
Texas
$485K – – –
AU
2593
AlphaGrep UK
$485K +$470K +846 New
BWP
2594
Burling Wealth Partners
Illinois
$484K -$13.9K -25 -3%
HP
2595
Holistic Planning
Texas
$484K +$204K +367 +77%
MCM
2596
M1 Capital Management
Michigan
$484K – – –
NWA
2597
New World Advisors
Massachusetts
$483K +$50.6K +91 +12%
TA
2598
TrueWealth Advisors
Alabama
$483K +$17.2K +31 +4%
SSC
2599
Syverson Strege & Co
Iowa
$482K +$25K +45 +6%
AI
2600
AdvisorShares Investments
Maryland
$482K -$116K -209 -20%
102 103
104
105 106