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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
2801
Pineridge Advisors
Missouri
$38.6K -$18.2K -51 -30%
QL
2802
Quarry LP
New York
$38.6K +$7.12K +20 +21%
TCPG
2803
Trivant Custom Portfolio Group
California
$37.9K – – –
FNWA
2804
Financial Network Wealth Advisors
Utah
$37.6K +$4.99K +14 +14%
RBC
2805
Roble Belko & Company
Pennsylvania
$37K +$39.5K +111 New
BAM
2806
Bellevue Asset Management
Washington
$35.1K – – –
WFA
2807
West Financial Advisors
Iowa
$34K – – –
EWP
2808
Elevation Wealth Partners
California
$33.8K – – –
NCM
2809
Northwest Capital Management
Oregon
$33.4K – – –
VWA
2810
Valued Wealth Advisors
Utah
$33.1K -$13.9K -39 -28%
SWC
2811
Spectrum Wealth Counsel
Indiana
$33K -$2.28M -6,407 -98%
AFG
2812
Albion Financial Group
Utah
$33K – – –
KB
2813
Kimelman & Baird
New York
$33K – – –
CG
2814
Curat Global
New Hampshire
$33K +$35.6K +100 New
RWA
2815
Redmont Wealth Advisors
Illinois
$33K +$35.6K +100 New
FC
2816
Fairscale Capital
New Hampshire
$32.6K – – –
MAS
2817
MPWM Advisory Solutions
Georgia
$32.6K – – –
BGC
2818
Beutel, Goodman & Co
Ontario, Canada
$32K +$35.6K +100 New
RWS
2819
Retirement Wealth Solutions
Wisconsin
$31.8K – – –
CFS
2820
Compass Financial Services
Iowa
$31K +$11K +31 +49%
PFG
2821
Putney Financial Group
California
$30.3K -$66.3K -186 -67%
ACA
2822
Atlas Capital Advisors
Wyoming
$30K – – –
CMA
2823
Cedar Mountain Advisors
Oregon
$29.8K -$1.78K -5 -5%
DFC
2824
DB Fitzpatrick & Co
Idaho
$29K – – –
HHGA
2825
Halbert Hargrove Global Advisors
California
$28.5K +$4.27K +12 +16%
111 112
113
114 115