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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CCMT
3001
CMT Capital Markets Trading
Germany
$573K -$488K -555 -51%
IWP
3002
Innova Wealth Partners
Pennsylvania
$573K +$2.63K +3 +0.6%
FI
3003
Financial Insights
Washington
$571K +$7.03K +8 +2%
SFWA
3004
Summit Financial Wealth Advisors
Louisiana
$571K +$77.3K +88 +20%
CRI
3005
Colonial River Investments
Virginia
$570K -$215K -245 -31%
OBWG
3006
Onyx Bridge Wealth Group
New York
$570K +$27.2K +31 +6%
DWM
3007
Ducere Wealth Management
California
$570K +$39.5K +45 +9%
AAMG
3008
AMG Asset Management Group
Georgia
$570K +$3.51K +4 +0.8%
AWMM
3009
Aegis Wealth Management (Maryland)
Maryland
$570K +$470K +535 New
SLP
3010
Storen Legacy Partners
Indiana
$569K +$81.7K +93 +21%
FA
3011
Fermata Advisors
California
$569K +$52.7K +60 +13%
NPT
3012
National Philanthropic Trust
Pennsylvania
$567K +$50.1K +57 +12%
SI
3013
Saxon Interests
Texas
$565K -$100K -114 -18%
MGI
3014
Miller Global Investments
Texas
$565K +$262K +298 +128%
9C
3015
9823 Capital
Texas
$565K +$466K +531 New
AI
3016
Arvest Investments
Arkansas
$564K +$6.15K +7 +1%
IWM
3017
IMG Wealth Management
Florida
$564K +$10.5K +12 +2%
BFS
3018
BridgePort Financial Solutions
Iowa
$561K +$2.63K +3 +0.6%
CWA
3019
CogentBlue Wealth Advisors
Tennessee
$561K +$7.91K +9 +2%
VW
3020
Vance Wealth
California
$559K +$102K +116 +28%
MWM
3021
Maimon Wealth Management
Israel
$559K +$22K +25 +5%
IF
3022
Integrity Financial
Wyoming
$559K – – –
SFP
3023
Strategic Financial Partners
Oregon
$559K +$44.8K +51 +11%
S
3024
SharpePoint
Arizona
$557K -$10.5K -12 -2%
CFO
3025
Custos Family Office
Texas
$557K -$12.3K -14 -3%
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