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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
GKIM
2926
GW&K Investment Management
Massachusetts
$198K +$6.83K +16 +4%
FFL
2927
Financial Freedom LLC
Ohio
$196K – – –
DSC
2928
Duncker Streett & Co
Missouri
$196K +$11.1K +26 +7%
VWA
2929
VSM Wealth Advisory
Maryland
$192K -$298K -699 -63%
TC
2930
Trust Company
Kansas
$191K -$116K -271 -40%
B
2931
Birchbrook
Maine
$191K – – –
NRWA
2932
North Ridge Wealth Advisors
Oregon
$191K – – –
HI
2933
Hoey Investments
Pennsylvania
$188K – – –
VCMGDR
2934
Vinland Capital Management Gestora de Recursos
Brazil
$186K +$166K +389 New
UFF
2935
USA Financial Formulas
Michigan
$185K -$31.2K -73 -16%
BMC
2936
Bear Mountain Capital
Washington
$182K +$427 +1 +0.3%
CPG
2937
Cornerstone Planning Group
New Jersey
$181K +$36.3K +85 +38%
AT
2938
Avalon Trust
New Mexico
$181K -$17.9K -42 -10%
TCM
2939
Tradewinds Capital Management
Washington
$180K +$3.42K +8 +2%
CWP
2940
Clark Wealth Partners
Illinois
$179K +$8.11K +19 +6%
BIA
2941
Bell Investment Advisors
California
$175K -$854 -2 -0.5%
CTC
2942
Cetera Trust Company
Minnesota
$171K -$785K -1,839 -84%
QWM
2943
Quaker Wealth Management
New Jersey
$169K – – –
HWM
2944
HighMark Wealth Management
Minnesota
$169K +$427 +1 +0.3%
GJIA
2945
Glass Jacobson Investment Advisors
Maryland
$167K – – –
CFFP
2946
Center for Financial Planning
Michigan
$167K – – –
CMP
2947
Coston McIsaac & Partners
Maine
$166K +$18.4K +43 +14%
EFMH
2948
E Fund Management (HK)
Hong Kong
$164K +$147K +344 New
AWM
2949
Ameliora Wealth Management
Switzerland
$163K – – –
HC
2950
Hurley Capital
New York
$160K +$33.3K +78 +30%
116 117
118
119 120