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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FGA
2676
Fortis Group Advisors
New Jersey
$13.6K -$11.8K -37 -50%
TFM
2677
TFC Financial Management
Massachusetts
$12.5K +$959 +3 +10%
LG
2678
LAM Group
Oregon
$11K – – –
BIM
2679
Breakwater Investment Management
Washington
$11K +$9.59K +30 New
FGAM
2680
Financial Gravity Asset Management
Texas
$10.9K – – –
CAM
2681
Chesapeake Asset Management
New York
$10.3K – – –
CPA
2682
Clear Point Advisors
New York
$9.34K – – –
WAS
2683
Winch Advisory Services
Wisconsin
$9.29K – – –
FMTCOCP
2684
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$9K -$16K -50 -67%
DF
2685
DecisionPoint Financial
Arizona
$8.59K – – –
AFG
2686
Albion Financial Group
Utah
$8.43K – – –
DCM
2687
Davidson Capital Management
Texas
$8.43K +$7.35K +23 New
RTL
2688
Red Tortoise LLC
Georgia
$6.23K – – –
MAM
2689
MMA Asset Management
Pennsylvania
$5.86K +$5.11K +16 New
CCA
2690
Criterion Capital Advisors
Tennessee
$5.5K – – –
JFG
2691
JDM Financial Group
Texas
$5.13K – – –
WCM
2692
Westend Capital Management
California
$5.13K +$4.47K +14 New
BCM
2693
Blume Capital Management
California
$4.76K – – –
PS
2694
PayPay Securities
Japan
$4.4K -$1.6K -5 -29%
CWM
2695
Cedar Wealth Management
California
$4.03K +$3.52K +11 New
IRAG
2696
Investment Research & Advisory Group
Georgia
$3.66K – – –
SHIM
2697
Stone House Investment Management
Pennsylvania
$3.66K +$3.2K +10 New
VAMG
2698
Voisard Asset Management Group
Michigan
$3.3K – – –
PVH
2699
Psagot Value Holdings
Israel
$3K -$478K -1,495 -99%
HWP
2700
Highline Wealth Partners
California
$2.95K – – –
106 107
108
109 110