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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
3101
Penserra Capital Management
California
$18K -$1.28K -3 -7%
ACM
3102
Accent Capital Management
Ohio
$17.7K – – –
CWM
3103
Consultiva Wealth Management
Puerto Rico
$17.7K – – –
FGA
3104
Fortis Group Advisors
New Jersey
$17.7K – – –
DPW
3105
DiNuzzo Private Wealth
Pennsylvania
$17.2K -$40.1K -94 -70%
SHIM
3106
Stone House Investment Management
Pennsylvania
$17.2K +$854 +2 +6%
SC
3107
Steph & Co
Wisconsin
$17.2K +$1.71K +4 +13%
YAL
3108
Your Advocates Ltd
Texas
$16.7K – – –
BIM
3109
Breakwater Investment Management
Washington
$15.3K +$854 +2 +7%
BFS
3110
Bare Financial Services
Pennsylvania
$15.3K +$2.99K +7 +28%
PWS
3111
Peterson Wealth Services
Utah
$15.3K +$6.88M +16,125 +94,853%
JFG
3112
JDM Financial Group
Texas
$14.8K – – –
BCM
3113
Blume Capital Management
California
$14.3K -$427 -1 -3%
CMA
3114
Cedar Mountain Advisors
Oregon
$13.1K -$26.9K -63 -70%
PCM
3115
Perritt Capital Management
Illinois
$12.4K – – –
PMIM
3116
Prudent Man Investment Management
Colorado
$12K – – –
IA
3117
Icon Advisers
Colorado
$11.9K – – –
PWA
3118
Principia Wealth Advisory
Texas
$11.9K +$1.28K +3 +14%
NWMP
3119
Noble Wealth Management PBC
Colorado
$11.9K +$10.7K +25 New
BHWM
3120
Bay Harbor Wealth Management
Maryland
$11.9K +$2.13K +5 +25%
WCM
3121
Westend Capital Management
California
$10K +$8.96K +21 New
VFM
3122
Vision Financial Markets
Connecticut
$9.65K – – –
DF
3123
DecisionPoint Financial
Arizona
$9.62K – – –
GPFA
3124
Game Plan Financial Advisors
Ohio
$9.54K – – –
EPAM
3125
Evelyn Partners Asset Management
$9.07K – – –
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