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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MDCM
2876
Morgan Dempsey Capital Management
Wisconsin
$69.9K – – –
OLVIG
2877
Oliver Lagore Vanvalin Investment Group
Michigan
$69.6K +$70.3K +211 New
FMP
2878
Financial Management Professionals
Texas
$67.9K -$125K -375 -68%
FFO
2879
Fortitude Family Office
Arizona
$65.2K -$215K -646 -79%
CFS
2880
CGC Financial Services
Oregon
$64.4K +$13.3K +40 +32%
HNW
2881
High Note Wealth
Minnesota
$62.9K -$667 -2 -1%
S
2882
Sachetta
Massachusetts
$61.7K -$25K -75 -32%
TC
2883
Tacita Capital
Ontario, Canada
$61.7K – – –
MSFP
2884
Mark Sheptoff Financial Planning
Connecticut
$59K – – –
MCA
2885
Midwest Capital Advisors
Michigan
$59K – – –
PWMG
2886
Private Wealth Management Group
New Jersey
$58.6K – – –
SVCP
2887
Silicon Valley Capital Partners
California
$58.1K +$2K +6 +4%
Q1WB
2888
Quest 10 Wealth Builders
Virginia
$57.9K – – –
IAS
2889
IMA Advisory Services
Colorado
$57.1K +$667 +2 +1%
RWM
2890
RMG Wealth Management
Wisconsin
$56.5K +$45.3K +136 New
UOTTAIMCU
2891
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$56.3K – – –
BA
2892
Bellwether Advisors
Nebraska
$54.3K – – –
RAM
2893
Riggs Asset Management
Pennsylvania
$53.2K +$4.33K +13 +10%
MFT
2894
Moisand Fitzgerald Tamayo
Florida
$52.8K – – –
DPW
2895
DiNuzzo Private Wealth
Pennsylvania
$52.4K -$667 -2 -1%
SR
2896
Syntax Research
Florida
$52.4K – – –
MEG
2897
Millstone Evans Group
Colorado
$52K +$4.67K +14 +12%
IGAM
2898
iA Global Asset Management
Quebec, Canada
$52K -$5.11M -15,342 -99%
BDL
2899
Banque de Luxembourg
Luxembourg
$51.8K – – –
GA
2900
GoalVest Advisory
New York
$51.6K -$39K -117 -47%
114 115
116
117 118