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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
2926
Trust Company
Kansas
$191K -$116K -271 -40%
B
2927
Birchbrook
Maine
$191K – – –
NRWA
2928
North Ridge Wealth Advisors
Oregon
$191K – – –
HI
2929
Hoey Investments
Pennsylvania
$188K – – –
VCMGDR
2930
Vinland Capital Management Gestora de Recursos
Brazil
$186K +$166K +389 New
UFF
2931
USA Financial Formulas
Michigan
$185K -$31.2K -73 -16%
BMC
2932
Bear Mountain Capital
Washington
$182K +$427 +1 +0.3%
CPG
2933
Cornerstone Planning Group
New Jersey
$181K +$36.3K +85 +38%
AT
2934
Avalon Trust
New Mexico
$181K -$17.9K -42 -10%
TCM
2935
Tradewinds Capital Management
Washington
$180K +$3.42K +8 +2%
CWP
2936
Clark Wealth Partners
Illinois
$179K +$8.11K +19 +6%
BIA
2937
Bell Investment Advisors
California
$175K -$854 -2 -0.5%
CTC
2938
Cetera Trust Company
Minnesota
$171K -$785K -1,839 -84%
QWM
2939
Quaker Wealth Management
New Jersey
$169K – – –
HWM
2940
HighMark Wealth Management
Minnesota
$169K +$427 +1 +0.3%
GJIA
2941
Glass Jacobson Investment Advisors
Maryland
$167K – – –
CFFP
2942
Center for Financial Planning
Michigan
$167K – – –
CMP
2943
Coston McIsaac & Partners
Maine
$166K +$18.4K +43 +14%
EFMH
2944
E Fund Management (HK)
Hong Kong
$164K +$147K +344 New
AWM
2945
Ameliora Wealth Management
Switzerland
$163K – – –
HC
2946
Hurley Capital
New York
$160K +$33.3K +78 +30%
TPBG
2947
Turning Point Benefit Group
Maryland
$160K +$142K +332 New
BONH
2948
Bank of New Hampshire
New Hampshire
$159K – – –
POIA
2949
Pin Oak Investment Advisors
Texas
$158K – – –
GWSA
2950
Global Wealth Strategies & Associates
Colorado
$158K +$14.1K +33 +11%
116 117
118
119 120