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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
OAS
2601
Optivise Advisory Services
Tennessee
$618K -$44.3K -64 -7%
BFF
2602
Byrne Financial Freedom
Massachusetts
$616K +$3.46K +5 +0.6%
ECML
2603
Eagle Capital Management (Louisiana)
Louisiana
$616K – – –
AIFAIM
2604
American Institute for Advanced Investment Management
Arizona
$616K -$55.4K -80 -8%
CWM
2605
ClientFirst Wealth Management
Arkansas
$616K – – –
AWM
2606
Adams Wealth Management
Utah
$614K – – –
HAS
2607
Holland Advisory Services
Florida
$613K +$693 +1 +0.1%
LCM
2608
Legato Capital Management
California
$612K -$48.5K -70 -7%
ONST
2609
Old North State Trust
North Carolina
$612K -$12.5K -18 -2%
PHS
2610
Pekin Hardy Strauss
Illinois
$611K -$17.3K -25 -3%
APM
2611
a16z Perennial Management
California
$608K – – –
WCFA
2612
Walkner Condon Financial Advisors
Wisconsin
$606K -$9.7K -14 -2%
MAM
2613
MMA Asset Management
Pennsylvania
$604K +$339K +489 +134%
DDC
2614
DF Dent & Co
Maryland
$604K – – –
PWM
2615
Partners Wealth Management
California
$604K – – –
SFB
2616
STAR Financial Bank
Indiana
$602K -$9K -13 -2%
FC
2617
Financial Council
Maryland
$602K – – –
MEAC
2618
M.E. Allison & Co
Texas
$600K +$693 +1 +0.1%
WWM
2619
Walser Wealth Management
Florida
$600K +$4.85K +7 +0.8%
CRWM
2620
Castle Rock Wealth Management
California
$599K +$1.39K +2 +0.2%
BWP
2621
Burling Wealth Partners
Illinois
$599K – – –
TAM
2622
TCP Asset Management
Ohio
$599K +$154K +222 +36%
IIA
2623
ICW Investment Advisors
Arizona
$597K -$314K -454 -35%
RFA
2624
Reyes Financial Architecture
California
$596K -$68.6K -99 -11%
AIC
2625
Archer Investment Corporation
Indiana
$595K -$244K -352 -30%
103 104
105
106 107