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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
NSG
3051
Nalls Sherbakoff Group
Tennessee
$45.9K – – –
CFS
3052
Compass Financial Services
Iowa
$45.1K +$427 +1 +1%
FNWA
3053
Financial Network Wealth Advisors
Utah
$43.9K -$12.4K -29 -24%
1IA
3054
1620 Investment Advisors
Massachusetts
$42.9K -$854 -2 -2%
DFC
3055
DB Fitzpatrick & Co
Idaho
$42K – – –
HAP
3056
Harbor Asset Planning
Massachusetts
$41.8K – – –
VWA
3057
Valued Wealth Advisors
Utah
$40.3K +$3.84K +9 +12%
RA
3058
RiverPark Advisors
New York
$39.6K – – –
FLFS
3059
Family Legacy Financial Solutions
North Carolina
$39.2K +$427 +1 +1%
ECM
3060
Estabrook Capital Management
New York
$38.2K -$12.8K -30 -27%
KG
3061
Kilter Group
New York
$37.7K +$4.27K +10 +14%
LWA
3062
Lowe Wealth Advisors
Maryland
$36.3K – – –
MWM
3063
Mascoma Wealth Management
New Hampshire
$35.8K – – –
TIM
3064
Thompson Investment Management
Wisconsin
$35.8K – – –
BFS
3065
Burkett Financial Services
South Carolina
$35.8K +$14.5K +34 +83%
SIP
3066
Sellwood Investment Partners
Oregon
$35.3K +$31.6K +74 New
SC
3067
Swan Capital
Florida
$34.8K -$6.4K -15 -17%
FWA
3068
Flagship Wealth Advisors
Massachusetts
$34.8K – – –
RS
3069
Rakuten Securities
Japan
$34.4K -$21.8K -51 -41%
JGCM
3070
Joseph Group Capital Management
Ohio
$32.4K +$29K +68 New
MIM
3071
Manitou Investment Management
Ontario, Canada
$31K – – –
ACM
3072
Anfield Capital Management
California
$31K +$2.56K +6 +10%
VWWMG
3073
Vermillion & White Wealth Management Group
Pennsylvania
$30.5K -$10.7K -25 -28%
EPIMS
3074
Evelyn Partners Investment Management Services
$30.1K – – –
SHM
3075
Sagard Holdings Management
Ontario, Canada
$29.1K – – –
121 122
123
124 125