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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
DPW
2901
DiNuzzo Private Wealth
Pennsylvania
$49.7K – – –
MFT
2902
Moisand Fitzgerald Tamayo
Florida
$49.3K – – –
MB
2903
Mizuho Bank
Japan
$47.2K +$50.4K +130 New
LC
2904
Lavaca Capital
Texas
$46.1K +$49.3K +127 New
CFS
2905
CGC Financial Services
Oregon
$45.7K – – –
RAM
2906
Riggs Asset Management
Pennsylvania
$45.4K +$388 +1 +0.8%
TAM
2907
Tucker Asset Management
Colorado
$44.6K – – –
MEG
2908
Millstone Evans Group
Colorado
$43.5K +$46.5K +120 New
TCPG
2909
Trivant Custom Portfolio Group
California
$41.7K +$25.2K +65 +130%
PPC
2910
Park Place Capital
Alabama
$41K – – –
MFS
2911
Mattson Financial Services
Michigan
$39.1K +$38.8K +100 New
BAM
2912
Bellevue Asset Management
Washington
$38.6K – – –
WFA
2913
West Financial Advisors
Iowa
$37.4K – – –
EWP
2914
Elevation Wealth Partners
California
$37K – – –
NCM
2915
Northwest Capital Management
Oregon
$36.8K – – –
FNWA
2916
Financial Network Wealth Advisors
Utah
$36.3K -$205K -529 -84%
KB
2917
Kimelman & Baird
New York
$36.3K – – –
TLCM
2918
Twin Lakes Capital Management
California
$36.3K – – –
AFG
2919
Albion Financial Group
Utah
$36.3K +$29.9K +77 +335%
FC
2920
Fairscale Capital
New Hampshire
$35.9K – – –
MAS
2921
MPWM Advisory Solutions
Georgia
$35.9K +$38.4K +99 New
WA
2922
Whipplewood Advisors
Colorado
$35.9K +$38.4K +99 New
QL
2923
Quarry LP
New York
$35.2K +$37.6K +97 New
CMA
2924
Cedar Mountain Advisors
Oregon
$34.6K -$5.04K -13 -12%
RWS
2925
Retirement Wealth Solutions
Wisconsin
$33.8K +$37.2K +96 New
115 116
117
118 119