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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
2776
Eagle Wealth Advisors
Connecticut
$376K +$365K +657 New
HI
2777
Human Investing
Oregon
$376K -$10.6K -19 -3%
YWS
2778
Yarger Wealth Strategies
Ohio
$376K +$3.89K +7 +1%
OFS
2779
OMC Financial Services
New York
$375K – – –
RH
2780
RFG Holdings
Texas
$375K +$3.33K +6 +0.9%
DE
2781
DV Equities
Illinois
$375K +$363K +654 New
JA
2782
JVL Associates
Michigan
$374K +$8.89K +16 +3%
BAWM
2783
Bennett Associates Wealth Management
Pennsylvania
$374K +$362K +652 New
MP
2784
McDonald Partners
Ohio
$372K -$9.45K -17 -3%
ATS
2785
Ashton Thomas Securities
New York
$372K +$34.5K +62 +11%
FP
2786
Financial Perspectives
Minnesota
$371K -$278K -500 -44%
PWA
2787
Phoenix Wealth Advisors
North Carolina
$371K +$2.78K +5 +0.8%
RW
2788
Rede Wealth
Virginia
$370K +$359K +646 New
IPW
2789
Impact Partnership Wealth
Georgia
$370K +$10.6K +19 +3%
RWI
2790
Red Wave Investments
Pennsylvania
$370K – – –
WCP
2791
Wealthcare Capital Partners
Pennsylvania
$369K +$1.11K +2 +0.3%
SWM
2792
Stronghold Wealth Management
Florida
$369K +$358K +644 New
GFA
2793
Gallagher Fiduciary Advisors
Illinois
$368K -$18.3K -33 -5%
RCP
2794
Rothschild Capital Partners
New York
$368K +$357K +642 New
HKIMG
2795
Hutchens & Kramer Investment Management Group
Indiana
$367K -$136K -244 -28%
GFG
2796
Grantvest Financial Group
New Jersey
$367K -$27.8K -50 -7%
WG
2797
Warner Group
Connecticut
$367K – – –
FGWP
2798
Founders Grove Wealth Partners
Virginia
$367K +$50K +90 +16%
OC
2799
Optima Capital
Oregon
$366K -$9.45K -17 -3%
KTM
2800
Keeler Thomas Management
Utah
$366K -$262K -472 -42%
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