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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RS
3076
Rakuten Securities
Japan
$34.4K -$21.8K -51 -41%
JGCM
3077
Joseph Group Capital Management
Ohio
$32.4K +$29K +68 New
MIM
3078
Manitou Investment Management
Ontario, Canada
$31K – – –
ACM
3079
Anfield Capital Management
California
$31K +$2.56K +6 +10%
VWWMG
3080
Vermillion & White Wealth Management Group
Pennsylvania
$30.5K -$10.7K -25 -28%
EPIMS
3081
Evelyn Partners Investment Management Services
$30.1K – – –
SHM
3082
Sagard Holdings Management
Ontario, Canada
$29.1K – – –
AEPWM
3083
Atlantic Edge Private Wealth Management
Florida
$28.6K -$2.13K -5 -8%
MAM
3084
Meeder Asset Management
Ohio
$28.6K -$427 -1 -2%
LWMI
3085
Legacy Wealth Management (Idaho)
Idaho
$28.2K – – –
IWM
3086
Inlight Wealth Management
Georgia
$27.7K – – –
MAM
3087
Marquette Asset Management
Minnesota
$27.7K +$22.6K +53 +1,060%
DWM
3088
Dogwood Wealth Management
Kansas
$26.2K +$854 +2 +4%
KSWA
3089
Kathleen S. Wright Associates
Pennsylvania
$25.8K – – –
RWM
3090
Raffa Wealth Management
District of Columbia
$24.8K +$3.42K +8 +18%
HWP
3091
Highline Wealth Partners
California
$24.4K +$11.5K +27 +113%
FRA
3092
Front Row Advisors
California
$24.3K – – –
FA
3093
Financial Avengers
California
$23.9K – – –
TFM
3094
TFC Financial Management
Massachusetts
$23K +$427 +1 +2%
CTC
3095
Corundum Trust Company
South Dakota
$22.4K +$20.1K +47 New
DCM
3096
Davis Capital Management
Florida
$20.5K +$18.4K +43 New
CFG
3097
Chapman Financial Group
Hawaii
$20K – – –
AP
3098
Aspect Partners
Virginia
$18.1K -$427 -1 -3%
RWM
3099
Rialto Wealth Management
New York
$18.1K +$1.28K +3 +9%
CWM
3100
Copia Wealth Management
Oregon
$18.1K – – –
122 123
124
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