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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
2601
WealthBridge Capital Management
Ohio
$481K – – –
WWM
2602
Walser Wealth Management
Florida
$481K +$466K +839 New
DWP
2603
Destiny Wealth Partners
Florida
$479K – – –
A
2604
Alongside
Texas
$479K +$465K +836 New
GFG
2605
Genesis Financial Group
New Jersey
$478K +$464K +835 New
RG
2606
RHL Group
Michigan
$478K +$464K +835 New
APW
2607
Axim Planning & Wealth
Ohio
$477K – – –
AIA
2608
AssuredPartners Investment Advisors
Florida
$476K +$4.45K +8 +1%
LGG
2609
Luts & Greenleigh Group
Maryland
$473K +$57.8K +104 +14%
JCM
2610
Jacobsen Capital Management
Utah
$471K -$7.78K -14 -2%
JTWM
2611
Jackson Thornton Wealth Management
Alabama
$471K +$90.6K +163 +27%
SRCM
2612
Signature Resources Capital Management
California
$471K -$48.4K -87 -10%
AWCI
2613
Alpine Woods Capital Investors
New York
$470K – – –
NIA
2614
NIA Impact Advisors
California
$470K +$94.5K +170 +26%
GD
2615
Grandfield & Dodd
New York
$470K +$73.9K +133 +19%
OL
2616
one8zero8 LLC
North Carolina
$469K +$111K +200 +32%
TWM
2617
TCFG Wealth Management
California
$469K -$107K -193 -19%
SWA
2618
SOA Wealth Advisors
New York
$468K +$10K +18 +2%
MA
2619
MBA Advisors
Pennsylvania
$468K – – –
MCM
2620
Maple Capital Management
Vermont
$468K +$28.3K +51 +7%
MAM
2621
Martingale Asset Management
Massachusetts
$467K -$244K -439 -35%
FFP
2622
Freedom Financial Partners
Minnesota
$466K +$556 +1 +0.1%
OCPWS
2623
One Charles Private Wealth Services
Massachusetts
$465K +$2.78K +5 +0.6%
CF
2624
Cyr Financial
Illinois
$465K +$556 +1 +0.1%
VWM
2625
Vigilare Wealth Management
Arizona
$465K – – –
103 104
105
106 107