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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2676
AllSquare Wealth Management
New York
$148K – – –
BFP
2677
Briaud Financial Planning
Texas
$147K – – –
CTWM
2678
Cherry Tree Wealth Management
Minnesota
$147K – – –
PP
2679
PrairieView Partners
Minnesota
$145K -$45.2K -127 -22%
RP
2680
Rowlandmiller & Partners
Georgia
$142K – – –
BONH
2681
Bank of New Hampshire
New Hampshire
$141K – – –
TCM
2682
Tradewinds Capital Management
Washington
$141K – – –
HFS
2683
Hopwood Financial Services
Virginia
$140K -$8.9K -25 -6%
PGAM
2684
Princeton Global Asset Management
New Jersey
$139K -$48.1K -135 -24%
NA
2685
Nordwand Advisors
Pennsylvania
$139K – – –
AWM
2686
Abound Wealth Management
Tennessee
$138K +$70.9K +199 +91%
FFL
2687
Financial Freedom LLC
Ohio
$135K – – –
BI
2688
Binnacle Investments
Iowa
$135K +$145K +408 New
C
2689
Covestor
United Kingdom
$134K +$13.5K +38 +10%
CCM
2690
Cloud Capital Management
Washington
$134K +$147K +412 New
WBC
2691
West Branch Capital
Massachusetts
$134K -$27.1K -76 -16%
B
2692
Birchbrook
Maine
$132K – – –
NRWA
2693
North Ridge Wealth Advisors
Oregon
$132K – – –
CPG
2694
Cornerstone Planning Group
New Jersey
$127K +$77.3K +217 +102%
SIS
2695
Strategic Investment Solutions
Illinois
$127K +$2.14K +6 +2%
RWM
2696
Ruedi Wealth Management
Illinois
$127K – – –
DSC
2697
Duncker Streett & Co
Missouri
$126K -$356 -1 -0.3%
RFG
2698
REAP Financial Group
Texas
$126K +$60.9K +171 +81%
BIA
2699
Bell Investment Advisors
California
$125K +$2.49K +7 +2%
RS
2700
Rakuten Securities
Japan
$124K +$68K +191 +104%
106 107
108
109 110