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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MR
3001
Munich Reinsurance
$370K -$12M -17,386 -97%
WSWA
3002
Warren Street Wealth Advisors
California
$369K +$12.5K +18 +4%
SRC
3003
Sage Rhino Capital
California
$369K -$3.46K -5 -1%
MAM
3004
Mainsail Asset Management
Alabama
$369K +$28.4K +41 +9%
GCM
3005
Gallacher Capital Management
Colorado
$369K – – –
SWM
3006
Shakespeare Wealth Management
Wisconsin
$369K – – –
KHCM
3007
Kirtland Hills Capital Management
Ohio
$368K +$314K +454 New
PP
3008
Patron Partners
Texas
$368K – – –
KCM
3009
Kendall Capital Management
Maryland
$368K -$11.1K -16 -3%
CWIG
3010
Chung Wu Investment Group
Texas
$368K +$360K +520 New
MCB
3011
Morton Community Bank
Illinois
$368K – – –
PCM
3012
Passive Capital Management
Maryland
$368K +$7.62K +11 +2%
OWA
3013
Octavia Wealth Advisors
Ohio
$367K -$26.3K -38 -7%
IWM
3014
IMG Wealth Management
Florida
$367K -$8.31K -12 -2%
CWA
3015
CogentBlue Wealth Advisors
Tennessee
$367K – – –
WCG
3016
Weaver Consulting Group
California
$367K +$9K +13 +3%
TPWA
3017
Twin Peaks Wealth Advisors
California
$367K +$33.2K +48 +10%
BDFN
3018
Bond & Devick Financial Network
Minnesota
$366K +$23.5K +34 +7%
IWP
3019
Invenio Wealth Partners
Florida
$366K +$358K +517 New
PAW
3020
Plan A Wealth
Nebraska
$365K -$50.6K -73 -12%
DI
3021
Decision Investments
California
$364K +$30.5K +44 +9%
FCG
3022
Fielder Capital Group
Tennessee
$364K -$283K -409 -44%
BC
3023
Brio Consultants
California
$363K -$65.1K -94 -19%
CFGA
3024
Cambridge Financial Group (Arizona)
Arizona
$362K -$99K -143 -22%
DWG
3025
Darden Wealth Group
Michigan
$361K – – –
119 120
121
122 123