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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2976
Steph & Co
Wisconsin
$12.4K +$10.7K +32 New
WCM
2977
WealthTrak Capital Management
Virginia
$12K +$1K +3 +11%
BCM
2978
Blume Capital Management
California
$12K +$5K +15 +94%
JFG
2979
JDM Financial Group
Texas
$12K +$5.67K +17 +121%
PMIM
2980
Prudent Man Investment Management
Colorado
$12K – – –
BIM
2981
Breakwater Investment Management
Washington
$11.6K – – –
PCM
2982
Perritt Capital Management
Illinois
$10.1K – – –
BFS
2983
Bare Financial Services
Pennsylvania
$9.71K +$7.33K +22 +733%
IA
2984
Icon Advisers
Colorado
$9.71K +$8.33K +25 New
PWM
2985
Parkworth Wealth Management
California
$9.47K +$2.67K +8 +50%
HWP
2986
Highline Wealth Partners
California
$9.38K -$14.7K -44 -65%
PWMA
2987
Pension & Wealth Management Advisors
Massachusetts
$8.54K -$1.67K -5 -19%
PWA
2988
Principia Wealth Advisory
Texas
$8.54K +$2.33K +7 +47%
VFM
2989
Vision Financial Markets
Connecticut
$7.83K +$333 +1 +5%
DF
2990
DecisionPoint Financial
Arizona
$7.82K +$1.67K +5 +33%
GPFA
2991
Game Plan Financial Advisors
Ohio
$7.76K -$6.67K -20 -50%
BHWM
2992
Bay Harbor Wealth Management
Maryland
$7.76K +$3K +9 +82%
NMG
2993
New Millennium Group
Utah
$7.71K – – –
EPAM
2994
Evelyn Partners Asset Management
$7.38K – – –
PWS
2995
Peterson Wealth Services
Utah
$6.6K – – –
RTL
2996
Red Tortoise LLC
Georgia
$6.6K – – –
EWM
2997
Evolution Wealth Management
Florida
$6.6K +$5.67K +17 New
ACA
2998
American Capital Advisory
Idaho
$5.55K +$667 +2 +17%
HIW
2999
Holos Integrated Wealth
Pennsylvania
$5.42K – – –
PS
3000
PayPay Securities
Japan
$4.27K – – –
118 119
120
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