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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
DFP
2876
Defined Financial Planning
California
$211K +$179K +420 New
CWP
2877
Corepath Wealth Partners
Arizona
$211K +$181K +425 New
ECM
2878
Eisler Capital Management
United Kingdom
$210K -$2.05M -4,798 -91%
KMC
2879
Kirr Marbach & Co
Indiana
$210K +$188K +440 New
MAM
2880
MMA Asset Management
Pennsylvania
$210K +$188K +440 New
EMAM
2881
Encompass More Asset Management
California
$210K +$188K +440 New
SFWA
2882
Summit Financial Wealth Advisors
Louisiana
$210K +$186K +436 New
DWAM
2883
Duncan Williams Asset Management
Tennessee
$209K +$187K +438 New
VV
2884
Verity & Verity
South Carolina
$209K -$92.6K -217 -33%
PWM
2885
Peck Wealth Management
New York
$209K +$187K +437 New
TIA
2886
Tandem Investment Advisors
South Carolina
$208K +$186K +436 New
PHWM
2887
Pine Harbor Wealth Management
Maryland
$208K +$186K +435 New
EA
2888
Echo45 Advisors
California
$208K +$186K +435 New
DI
2889
DDFG Inc
California
$208K +$186K +435 New
MAP
2890
Moody Aldrich Partners
Massachusetts
$208K +$186K +435 New
BAMG
2891
Brand Asset Management Group
Missouri
$207K +$185K +434 New
CCA
2892
Catalyst Capital Advisors
New York
$207K -$202K -473 -52%
HI
2893
Humankind Investments
New York
$207K +$185K +434 New
KW
2894
KWB Wealth
California
$207K -$37.6K -88 -14%
GF
2895
GGM Financials
Ohio
$206K +$184K +431 New
SDAM
2896
Shulman DeMeo Asset Management
New York
$206K +$184K +431 New
RP
2897
Rowlandmiller & Partners
Georgia
$206K – – –
HPM
2898
Hoxton Planning & Management
West Virginia
$205K +$184K +430 New
SSG
2899
Summit Securities Group
New York
$205K +$183K +429 New
AIS
2900
American Investment Services
Massachusetts
$204K +$183K +428 New
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116
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