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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
DSC
2801
Duncker Streett & Co
Missouri
$149K +$667 +2 +0.5%
TPWA
2802
Twin Peaks Wealth Advisors
California
$144K +$116K +348 New
TCM
2803
Tradewinds Capital Management
Washington
$143K -$19.3K -58 -14%
BIA
2804
Bell Investment Advisors
California
$143K -$3.67K -11 -3%
BMC
2805
Bear Mountain Capital
Washington
$143K -$2.33K -7 -2%
QWM
2806
Quaker Wealth Management
New Jersey
$137K +$118K +354 New
GWM
2807
Gitterman Wealth Management
New Jersey
$137K +$118K +354 New
HWM
2808
HighMark Wealth Management
Minnesota
$137K – – –
GJIA
2809
Glass Jacobson Investment Advisors
Maryland
$136K -$100K -300 -46%
FWM
2810
FSA Wealth Management
Massachusetts
$136K – – –
CFFP
2811
Center for Financial Planning
Michigan
$136K – – –
SO
2812
Sierra Ocean
California
$135K +$7K +21 +6%
AWM
2813
Ameliora Wealth Management
Switzerland
$133K – – –
MS
2814
Mizuho Securities
Japan
$132K +$36.7K +110 +48%
JFA
2815
JNBA Financial Advisors
Minnesota
$132K – – –
BONH
2816
Bank of New Hampshire
New Hampshire
$129K -$31.7K -95 -22%
FIA
2817
FNY Investment Advisers
New York
$124K +$107K +321 New
AW
2818
Avion Wealth
Texas
$121K -$59K -177 -36%
MBFW
2819
Morton Brown Family Wealth
Pennsylvania
$121K – – –
GK
2820
Graney & King
New York
$121K +$333 +1 +0.3%
AWM
2821
Atticus Wealth Management
Florida
$120K +$1.33K +4 +1%
WCM
2822
Winthrop Capital Management
Indiana
$118K – – –
CMP
2823
Coston McIsaac & Partners
Maine
$118K +$1K +3 +1%
IUHSA
2824
Itau Unibanco Holding S.A.
Brazil
$118K -$11.3K -34 -10%
HFM
2825
Harvest Fund Management
China
$116K -$151K -452 -60%
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