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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BDL
2901
Banque de Luxembourg
Luxembourg
$51.8K – – –
GA
2902
GoalVest Advisory
New York
$51.6K -$39K -117 -47%
RWA
2903
Redmont Wealth Advisors
Illinois
$50.1K +$9.67K +29 +29%
AWM
2904
Activest Wealth Management
Florida
$48.9K +$35.3K +106 +530%
PPC
2905
Park Place Capital
Alabama
$48.5K +$13.3K +40 +48%
RF
2906
Robinswood Financial
Washington
$48.1K – – –
RS
2907
Rakuten Securities
Japan
$47.8K -$84K -252 -67%
FNWA
2908
Financial Network Wealth Advisors
Utah
$47K +$2.33K +7 +6%
WA
2909
Whipplewood Advisors
Colorado
$45.4K -$106K -319 -73%
PA
2910
Pineridge Advisors
Missouri
$45.4K – – –
RFS
2911
Richardson Financial Services
Massachusetts
$45K +$20K +60 +109%
MPW
2912
MASECO Private Wealth
$44.8K +$38.3K +115 New
RBC
2913
Roble Belko & Company
Pennsylvania
$43K – – –
ECM
2914
Estabrook Capital Management
New York
$42.7K -$30K -90 -45%
CG
2915
Curat Global
New Hampshire
$42.7K +$3.33K +10 +10%
IAG
2916
Innovative Advisory Group
Massachusetts
$42.7K +$20K +60 +120%
BAM
2917
Bellevue Asset Management
Washington
$41.3K – – –
WFA
2918
West Financial Advisors
Iowa
$40K – – –
HHMI
2919
Howard Hughes Medical Institute
Maryland
$40K +$34.3K +103 New
EWP
2920
Elevation Wealth Partners
California
$39.9K +$333 +1 +1%
NCM
2921
Northwest Capital Management
Oregon
$39.4K – – –
FDW
2922
Fourth Dimension Wealth
Ohio
$38.8K -$58.3K -175 -64%
AFG
2923
Albion Financial Group
Utah
$38.8K – – –
KB
2924
Kimelman & Baird
New York
$38.8K – – –
MAS
2925
MPWM Advisory Solutions
Georgia
$38.4K – – –
115 116
117
118 119