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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
GGI
2876
Godsey & Gibb Inc
Virginia
$70K -$160K -412 -68%
WWM
2877
Wolff Wiese Magana
California
$69.3K – – –
WA
2878
WPG Advisers
Maryland
$69.3K +$74.1K +191 New
NECFA
2879
New England Capital Financial Advisors
Connecticut
$68.6K – – –
CM
2880
Capula Management
Cayman Islands
$68.6K +$30.6K +79 +72%
CAWM
2881
Capital A Wealth Management
Pennsylvania
$67.6K +$72.1K +186 New
RS
2882
Rakuten Securities
Japan
$66.7K +$12K +31 +20%
Q1WB
2883
Quest 10 Wealth Builders
Virginia
$65.7K +$70.2K +181 New
HFS
2884
HBC Financial Services
Washington
$61K – – –
PA
2885
Pineridge Advisors
Missouri
$60.9K +$19.8K +51 +44%
HNW
2886
High Note Wealth
Minnesota
$59.5K +$63.6K +164 New
MMCM
2887
Murphy & Mullick Capital Management
New York
$59.5K +$63.6K +164 New
WAM
2888
WFA Asset Management
Wisconsin
$58.2K -$1.94K -5 -3%
TC
2889
Tacita Capital
Ontario, Canada
$57.7K -$38.8K -100 -39%
CWM
2890
Compass Wealth Management
Connecticut
$57.7K – – –
BDL
2891
Banque de Luxembourg
Luxembourg
$57.2K +$60.9K +157 New
HC
2892
Hoese & Co
Minnesota
$57K +$60.9K +157 New
MCA
2893
Midwest Capital Advisors
Michigan
$55.1K +$58.9K +152 New
PWMG
2894
Private Wealth Management Group
New Jersey
$54.8K -$3.49K -9 -6%
IHWM
2895
Iron Horse Wealth Management
Iowa
$53K +$3.88K +10 +7%
TCM
2896
TruNorth Capital Management
Michigan
$52.6K – – –
SVCP
2897
Silicon Valley Capital Partners
California
$52.1K +$388 +1 +0.7%
MSFP
2898
Mark Sheptoff Financial Planning
Connecticut
$51.5K +$3.88K +10 +8%
BA
2899
Bellwether Advisors
Nebraska
$50.8K +$54.3K +140 New
VWA
2900
Valued Wealth Advisors
Utah
$50.5K -$67.1K -173 -55%
114 115
116
117 118