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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
OF
2626
Optimize Financial
California
$250K -$1.33K -4 -0.6%
RWI
2627
Red Wave Investments
Pennsylvania
$250K +$7.67K +23 +4%
TWA
2628
Talisman Wealth Advisors
New Jersey
$249K +$3.67K +11 +2%
KA
2629
KDT Advisors
New York
$248K +$213K +640 New
CSI
2630
Clark & Stuart Inc
Maine
$248K -$16.7K -50 -7%
JA
2631
JVL Associates
Michigan
$248K +$213K +639 New
CFG
2632
Carter Financial Group
Illinois
$247K +$212K +637 New
PCA
2633
Peddock Capital Advisors
Massachusetts
$247K – – –
RH
2634
RFG Holdings
Texas
$247K +$212K +635 New
SIAG
2635
Safeguard Investment Advisory Group
California
$246K +$212K +636 New
VBFP
2636
Valtinson Bruner Financial Planning
Minnesota
$246K -$6.67K -20 -3%
SL
2637
Salomon & Ludwin
Virginia
$246K +$333 +1 +0.2%
WRPWM
2638
Werba Rubin Papier Wealth Management
California
$245K +$7K +21 +3%
BWM
2639
BlackDiamond Wealth Management
New York
$245K +$209K +626 New
BA
2640
Bristlecone Advisors
Washington
$244K -$148K -444 -41%
YWS
2641
Yarger Wealth Strategies
Ohio
$244K +$209K +628 New
COFSG
2642
Carbahal Olsen Financial Services Group
California
$244K +$2.33K +7 +1%
BWA
2643
Blodgett Wealth Advisors
California
$243K -$66.7K -200 -24%
DAM
2644
Doheny Asset Management
California
$243K -$10.3K -31 -5%
RWP
2645
Revolve Wealth Partners
New Jersey
$243K -$19.7K -59 -9%
IWS
2646
Integrity Wealth Solutions
Colorado
$241K – – –
GWM
2647
GK Wealth Management
Nevada
$241K +$207K +621 New
WF
2648
WoodTrust Financial
Wisconsin
$240K +$206K +617 New
RC
2649
Rovin Capital
Arizona
$240K +$206K +618 New
BLAM
2650
Bourne Lent Asset Management
New York
$240K – – –
104 105
106
107 108