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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FNWA
2801
Financial Network Wealth Advisors
Utah
$37.6K +$4.99K +14 +14%
RBC
2802
Roble Belko & Company
Pennsylvania
$37K +$39.5K +111 New
BAM
2803
Bellevue Asset Management
Washington
$35.1K – – –
WFA
2804
West Financial Advisors
Iowa
$34K – – –
EWP
2805
Elevation Wealth Partners
California
$33.8K – – –
NCM
2806
Northwest Capital Management
Oregon
$33.4K – – –
VWA
2807
Valued Wealth Advisors
Utah
$33.1K -$13.9K -39 -28%
SWC
2808
Spectrum Wealth Counsel
Indiana
$33K -$2.28M -6,407 -98%
AFG
2809
Albion Financial Group
Utah
$33K – – –
KB
2810
Kimelman & Baird
New York
$33K – – –
CG
2811
Curat Global
New Hampshire
$33K +$35.6K +100 New
RWA
2812
Redmont Wealth Advisors
Illinois
$33K +$35.6K +100 New
FC
2813
Fairscale Capital
New Hampshire
$32.6K – – –
MAS
2814
MPWM Advisory Solutions
Georgia
$32.6K – – –
BGC
2815
Beutel, Goodman & Co
Ontario, Canada
$32K +$35.6K +100 New
RWS
2816
Retirement Wealth Solutions
Wisconsin
$31.8K – – –
CFS
2817
Compass Financial Services
Iowa
$31K +$11K +31 +49%
PFG
2818
Putney Financial Group
California
$30.3K -$66.3K -186 -67%
ACA
2819
Atlas Capital Advisors
Wyoming
$30K – – –
CMA
2820
Cedar Mountain Advisors
Oregon
$29.8K -$1.78K -5 -5%
DFC
2821
DB Fitzpatrick & Co
Idaho
$29K – – –
HHGA
2822
Halbert Hargrove Global Advisors
California
$28.5K +$4.27K +12 +16%
PPC
2823
Park Place Capital
Alabama
$27.7K -$10.3K -29 -26%
EPW
2824
Evergreen Private Wealth
Colorado
$26.4K – – –
LWA
2825
Lowe Wealth Advisors
Maryland
$25.1K -$5.7K -16 -17%
111 112
113
114 115