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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
IRAG
2801
Investment Research & Advisory Group
Georgia
$13.8K – – –
TFM
2802
TFC Financial Management
Massachusetts
$13.3K -$1.38K -4 -11%
CAM
2803
Chesapeake Asset Management
New York
$12.5K +$1.38K +4 +14%
BIM
2804
Breakwater Investment Management
Washington
$11.7K – – –
ACM
2805
Anfield Capital Management
California
$10.2K – – –
CPA
2806
Clear Point Advisors
New York
$10.1K – – –
WAS
2807
Winch Advisory Services
Wisconsin
$9.99K +$345 +1 +4%
DF
2808
DecisionPoint Financial
Arizona
$9.78K – – –
HWP
2809
Highline Wealth Partners
California
$9.41K -$3.8K -11 -31%
AFG
2810
Albion Financial Group
Utah
$9K – – –
SHIM
2811
Stone House Investment Management
Pennsylvania
$7.82K -$3.8K -11 -35%
JFG
2812
JDM Financial Group
Texas
$7.82K +$2.07K +6 +43%
NMG
2813
New Millennium Group
Utah
$7.67K – – –
RTL
2814
Red Tortoise LLC
Georgia
$6.65K – – –
PWS
2815
Peterson Wealth Services
Utah
$6.65K +$5.87K +17 New
CNBT
2816
Cornerstone National Bank & Trust
Illinois
$5.87K +$5.18K +15 New
BCM
2817
Blume Capital Management
California
$5.08K – – –
CCA
2818
Criterion Capital Advisors
Tennessee
$5K – – –
PS
2819
PayPay Securities
Japan
$4.69K +$345 +1 +9%
VAMG
2820
Voisard Asset Management Group
Michigan
$4.3K +$691 +2 +22%
PWMA
2821
Pension & Wealth Management Advisors
Massachusetts
$4.3K +$3.8K +11 New
MAM
2822
Marquette Asset Management
Minnesota
$3.91K +$3.45K +10 New
PFG
2823
Peterson Financial Group
Iowa
$3.23K +$2.76K +8 New
SFA
2824
Semmax Financial Advisors
North Carolina
$2.81K – – –
KIG
2825
Kessler Investment Group
Indiana
$2.74K – – –
111 112
113
114 115