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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
2976
Icon Advisers
Colorado
$9.07K +$9.7K +25 New
RWM
2977
Rialto Wealth Management
New York
$7.98K +$8.53K +22 New
NMG
2978
New Millennium Group
Utah
$7.14K – – –
EPAM
2979
Evelyn Partners Asset Management
$6.89K +$7.37K +19 New
PWS
2980
Peterson Wealth Services
Utah
$6.17K – – –
RTL
2981
Red Tortoise LLC
Georgia
$6.17K – – –
PWM
2982
Parkworth Wealth Management
California
$5.92K +$6.21K +16 New
DF
2983
DecisionPoint Financial
Arizona
$5.44K -$3.88K -10 -40%
CNBT
2984
Cornerstone National Bank & Trust
Illinois
$5.44K – – –
PS
2985
PayPay Securities
Japan
$5.44K +$1.16K +3 +25%
JFG
2986
JDM Financial Group
Texas
$5.08K -$2.33K -6 -30%
CCA
2987
Criterion Capital Advisors
Tennessee
$5K – – –
BCM
2988
Blume Capital Management
California
$4.72K – – –
HIW
2989
Holos Integrated Wealth
Pennsylvania
$4.72K +$5.04K +13 New
PWA
2990
Principia Wealth Advisory
Texas
$4.72K +$5.04K +13 New
WCM
2991
WealthTrak Capital Management
Virginia
$3.99K +$4.27K +11 New
PWMA
2992
Pension & Wealth Management Advisors
Massachusetts
$3.99K – – –
WW
2993
Winnow Wealth
Texas
$3.93K +$4.27K +11 New
AS
2994
Altshuler Shaham
Israel
$3.63K -$1.75M -4,501 -100%
RI
2995
Ridgewood Investments
New Jersey
$3.63K +$3.88K +10 New
ACA
2996
American Capital Advisory
Idaho
$2.27K – – –
NS
2997
NBC Securities
Alabama
$2.23K -$2.52M -6,506 -100%
PPA
2998
Painted Porch Advisors
California
$2.18K +$2.33K +6 New
PIS
2999
POM Investment Strategies
North Carolina
$1.81K – – –
W
3000
WealthCollab
Washington
$1.45K – – –
118 119
120
121 122