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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PAW
3026
Plan A Wealth
Nebraska
$365K -$50.6K -73 -12%
DI
3027
Decision Investments
California
$364K +$30.5K +44 +9%
FCG
3028
Fielder Capital Group
Tennessee
$364K -$283K -409 -44%
BC
3029
Brio Consultants
California
$363K -$65.1K -94 -19%
CFGA
3030
Cambridge Financial Group (Arizona)
Arizona
$362K -$99K -143 -22%
DWG
3031
Darden Wealth Group
Michigan
$361K – – –
GWWM
3032
Great Waters Wealth Management
Minnesota
$361K – – –
SNBOSD
3033
Security National Bank of So Dak
Iowa
$361K – – –
SVCP
3034
Silicon Valley Capital Partners
California
$361K +$220K +317 +165%
VC
3035
Veery Capital
Delaware
$361K +$61K +88 +21%
TWM
3036
Tanager Wealth Management
United Kingdom
$361K +$66.5K +96 +23%
CP
3037
Clarendon Private
Massachusetts
$360K +$352K +508 New
SHFA
3038
SC&H Financial Advisors
Maryland
$359K – – –
ITB
3039
Idaho Trust Bank
Idaho
$359K – – –
NF
3040
Nvest Financial
New Hampshire
$359K +$51.3K +74 +17%
MAM
3041
Marotta Asset Management
Virginia
$359K – – –
BOPW
3042
Brandywine Oak Private Wealth
Pennsylvania
$358K +$9K +13 +3%
EW
3043
Element Wealth
Mississippi
$358K -$31.2K -45 -8%
KIM
3044
Kane Investment Management
California
$357K +$349K +504 New
OBWG
3045
Onyx Bridge Wealth Group
New York
$357K +$349K +504 New
OL
3046
Owen LaRue
Kentucky
$356K +$693 +1 +0.2%
GRR
3047
Golden Reserve Retirement
Ohio
$356K -$51.9K -75 -13%
SIA
3048
Sovereign Investment Advisors
Arizona
$356K +$348K +502 New
LCC
3049
Lincoln Capital Corp
Rhode Island
$355K -$2.08K -3 -0.6%
KL
3050
KWMG LLC
Kansas
$355K -$1.39K -2 -0.4%
120 121
122
123 124