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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
2676
Maia Wealth
Colorado
$233K +$200K +599 New
MCB
2677
Morton Community Bank
Illinois
$232K +$199K +597 New
CCP
2678
Cushing Capital Partners
Wisconsin
$231K +$199K +596 New
HCM
2679
Hall Capital Management
Rhode Island
$231K +$198K +595 New
GHA
2680
Granite Harbor Advisors
Texas
$230K +$198K +593 New
BWM
2681
BCO Wealth Management
New Mexico
$230K +$197K +592 New
WCP
2682
Wealthcare Capital Partners
Pennsylvania
$230K -$8K -24 -4%
OCM
2683
Objective Capital Management
Ohio
$229K +$197K +591 New
PCP
2684
Panoramic Capital Partners
Oregon
$229K +$192K +576 New
CCM
2685
Colorado Capital Management
Colorado
$228K -$24.7K -74 -11%
MCM
2686
Morton Capital Management
California
$228K -$11.3K -34 -5%
ALA
2687
Atlas Legacy Advisors
California
$227K +$195K +586 New
CG
2688
CFO4Life Group
Texas
$227K +$195K +586 New
PSB
2689
Piscataqua Savings Bank
New Hampshire
$227K – – –
PSFG
2690
Prairie Sky Financial Group
Illinois
$227K +$195K +585 New
DWM
2691
DKM Wealth Management
California
$227K +$195K +585 New
ACM
2692
Aspen Capital Management
Idaho
$227K +$195K +584 New
GIP
2693
Greatmark Investment Partners
Georgia
$226K +$194K +583 New
NRW
2694
Nova R Wealth
Kansas
$226K +$194K +583 New
DCBT
2695
Dakota Community Bank & Trust
North Dakota
$226K +$13K +39 +7%
DW30
2696
Drucker Wealth 3.0
New Jersey
$226K +$187K +561 New
HFF
2697
Halter Ferguson Financial
Indiana
$226K +$194K +581 New
OWA
2698
Octavia Wealth Advisors
Ohio
$225K -$64.3K -193 -25%
HP
2699
Hilltop Partners
Indiana
$225K +$193K +580 New
LWM
2700
LeConte Wealth Management
Tennessee
$225K +$193K +580 New
106 107
108
109 110