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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RF
2601
RetireMitten Financial
Michigan
$888K +$4.39K +5 +0.6%
DAS
2602
DMKC Advisory Services
Iowa
$887K -$8.82M -10,035 -92%
AWP
2603
Accretive Wealth Partners
New Jersey
$887K – – –
DA
2604
Dash Acquisitions
California
$886K +$909K +1,035 New
WWM
2605
Walser Wealth Management
Florida
$886K -$12.3K -14 -2%
WMA
2606
Wealth Management Associates
New Jersey
$885K -$7.03K -8 -1%
CWM
2607
Centric Wealth Management
Illinois
$885K – – –
NA
2608
Nautilus Advisors
California
$884K – – –
AF
2609
Aldebaran Financial
$884K +$36.9K +42 +5%
KCIA
2610
Kingsbury Capital Investment Advisors
Illinois
$883K -$50.1K -57 -6%
KWM
2611
KMT Wealth Management
California
$883K +$728K +829 New
TAM
2612
TCP Asset Management
Ohio
$883K -$14.1K -16 -2%
DDC
2613
DF Dent & Co
Maryland
$881K -$22K -25 -3%
TWA
2614
Tulsa Wealth Advisors
Oklahoma
$881K +$48.3K +55 +7%
GFG
2615
Genesis Financial Group
New Jersey
$879K – – –
BWM
2616
BlackDiamond Wealth Management
New York
$878K +$293K +333 +47%
OLA
2617
Oliver Luxxe Assets
New Jersey
$876K -$386K -439 -35%
JSL
2618
JT Stratford LLC
Georgia
$876K -$336K -383 -32%
MEAC
2619
M.E. Allison & Co
Texas
$875K -$22K -25 -3%
SCM
2620
Stevens Capital Management
Pennsylvania
$875K +$722K +822 New
IRP
2621
Investment Research Partners
Pennsylvania
$875K +$10.5K +12 +1%
VWM
2622
Vigilare Wealth Management
Arizona
$875K +$8.79K +10 +1%
GHA
2623
GW Henssler & Associates
Georgia
$873K +$2.63K +3 +0.4%
OCPWS
2624
One Charles Private Wealth Services
Massachusetts
$873K +$7.03K +8 +1%
CFO
2625
Capitol Family Office
Oregon
$872K +$112K +127 +18%
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105
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