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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TM
2926
TigerOak Management
New Mexico
$601K – – –
SFS
2927
Strategic Financial Services
New York
$600K – – –
CCM
2928
Cloud Capital Management
Washington
$598K +$3.51K +4 +0.7%
GHA
2929
Granite Harbor Advisors
Texas
$597K -$40.4K -46 -8%
IFS
2930
Ifrah Financial Services
Arkansas
$597K -$4.39K -5 -0.9%
OFS
2931
OMC Financial Services
New York
$596K -$83.5K -95 -15%
MCM
2932
McKinney Capital Management
Texas
$596K +$1.76K +2 +0.4%
TCM
2933
Tradewinds Capital Management
Washington
$596K +$26.4K +30 +6%
MO
2934
McMillan Office
Michigan
$595K – – –
SAM
2935
Simplify Asset Management
Nevada
$594K -$14.1K -16 -3%
MWA
2936
Motive Wealth Advisors
Michigan
$594K -$13.2K -15 -3%
LA
2937
Lynch & Associates
Indiana
$594K – – –
DCBT
2938
Dakota Community Bank & Trust
North Dakota
$593K -$14.1K -16 -3%
IIA
2939
IPG Investment Advisors
California
$592K – – –
RIA
2940
Rhodes Investment Advisors
Texas
$592K +$488K +556 New
GWM
2941
Greenline Wealth Management
Florida
$591K +$72K +82 +17%
BHWM
2942
Beaird Harris Wealth Management
Texas
$591K – – –
JA
2943
JLB & Associates
Michigan
$591K +$488K +555 New
WSWA
2944
Warren Street Wealth Advisors
California
$589K +$28.1K +32 +6%
BFAG
2945
Blackston Financial Advisory Group
Florida
$589K +$51.8K +59 +12%
SLT
2946
St Louis Trust
Missouri
$589K – – –
MAC
2947
Mason & Associates (California)
California
$589K -$13.2K -15 -3%
BDA
2948
Borer Denton & Associates
Pennsylvania
$589K – – –
TWM
2949
Tanager Wealth Management
United Kingdom
$589K +$38.7K +44 +9%
AGA
2950
Accuvest Global Advisors
Utah
$588K +$485K +552 New
116 117
118
119 120