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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
IDA
2976
Intelligence Driven Advisers
California
$575K +$119K +135 +33%
GFA
2977
Gallagher Fiduciary Advisors
Illinois
$574K – – –
CCMT
2978
CMT Capital Markets Trading
Germany
$573K -$488K -555 -51%
IWP
2979
Innova Wealth Partners
Pennsylvania
$573K +$2.63K +3 +0.6%
SFWA
2980
Summit Financial Wealth Advisors
Louisiana
$571K +$77.3K +88 +20%
CRI
2981
Colonial River Investments
Virginia
$570K -$215K -245 -31%
OBWG
2982
Onyx Bridge Wealth Group
New York
$570K +$27.2K +31 +6%
DWM
2983
Ducere Wealth Management
California
$570K +$39.5K +45 +9%
AAMG
2984
AMG Asset Management Group
Georgia
$570K +$3.51K +4 +0.8%
AWMM
2985
Aegis Wealth Management (Maryland)
Maryland
$570K +$470K +535 New
SLP
2986
Storen Legacy Partners
Indiana
$569K +$81.7K +93 +21%
FA
2987
Fermata Advisors
California
$569K +$52.7K +60 +13%
NPT
2988
National Philanthropic Trust
Pennsylvania
$567K +$50.1K +57 +12%
SI
2989
Saxon Interests
Texas
$565K -$100K -114 -18%
MGI
2990
Miller Global Investments
Texas
$565K +$262K +298 +128%
9C
2991
9823 Capital
Texas
$565K +$466K +531 New
AI
2992
Arvest Investments
Arkansas
$564K +$6.15K +7 +1%
IWM
2993
IMG Wealth Management
Florida
$564K +$10.5K +12 +2%
BFS
2994
BridgePort Financial Solutions
Iowa
$561K +$2.63K +3 +0.6%
CWA
2995
CogentBlue Wealth Advisors
Tennessee
$561K +$7.91K +9 +2%
VW
2996
Vance Wealth
California
$559K +$102K +116 +28%
MWM
2997
Maimon Wealth Management
Israel
$559K +$22K +25 +5%
IF
2998
Integrity Financial
Wyoming
$559K – – –
SFP
2999
Strategic Financial Partners
Oregon
$559K +$44.8K +51 +11%
S
3000
SharpePoint
Arizona
$557K -$10.5K -12 -2%
118 119
120
121 122