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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
2801
Tannin Capital
North Carolina
$475K +$4.16K +6 +0.9%
LFG
2802
Leverty Financial Group
Wisconsin
$474K – – –
LHP
2803
Lexington Hill Partners
Texas
$474K +$61.6K +89 +15%
OWM
2804
Orgel Wealth Management
Wisconsin
$472K +$45K +65 +11%
EWA
2805
Eagle Wealth Advisors
Connecticut
$472K +$6.23K +9 +1%
FW
2806
Fairway Wealth
Ohio
$472K +$461K +666 New
PWP
2807
Ponta Wealth Partners
Florida
$471K +$107K +154 +30%
BCMLT
2808
Beacon Capital Management LLC (Tennessee)
Tennessee
$471K +$693 +1 +0.2%
LCAM
2809
London & Capital Asset Management
United Kingdom
$469K -$520K -751 -53%
NFA
2810
Northwest Financial Advisors
Virginia
$468K – – –
CF
2811
Cyr Financial
Illinois
$467K -$105K -152 -19%
TWP
2812
Tower Wealth Partners
Pennsylvania
$467K -$125K -181 -22%
KA
2813
KDT Advisors
New York
$465K – – –
VBFP
2814
Valtinson Bruner Financial Planning
Minnesota
$465K +$24.9K +36 +6%
C1AG
2815
Client 1st Advisory Group
Florida
$465K -$6.93K -10 -2%
RH
2816
RFG Holdings
Texas
$465K +$1.39K +2 +0.3%
OFS
2817
OMC Financial Services
New York
$464K – – –
CAM
2818
Claret Asset Management
Quebec, Canada
$464K -$4.16K -6 -0.9%
YWS
2819
Yarger Wealth Strategies
Ohio
$462K -$2.77K -4 -0.6%
OCM
2820
Objective Capital Management
Ohio
$462K +$48.5K +70 +12%
GP
2821
GLR Partners
Maryland
$461K +$451K +651 New
MP
2822
McDonald Partners
Ohio
$460K – – –
GAM
2823
GEM Asset Management
Michigan
$460K – – –
AWG
2824
Altus Wealth Group
Colorado
$460K +$59.6K +86 +15%
GFG
2825
Grantvest Financial Group
New Jersey
$459K +$5.54K +8 +1%
111 112
113
114 115