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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
3101
Steph & Co
Wisconsin
$17.2K +$1.71K +4 +13%
YAL
3102
Your Advocates Ltd
Texas
$16.7K – – –
BIM
3103
Breakwater Investment Management
Washington
$15.3K +$854 +2 +7%
BFS
3104
Bare Financial Services
Pennsylvania
$15.3K +$2.99K +7 +28%
PWS
3105
Peterson Wealth Services
Utah
$15.3K +$6.88M +16,125 +94,853%
JFG
3106
JDM Financial Group
Texas
$14.8K – – –
BCM
3107
Blume Capital Management
California
$14.3K -$427 -1 -3%
CMA
3108
Cedar Mountain Advisors
Oregon
$13.1K -$26.9K -63 -70%
PCM
3109
Perritt Capital Management
Illinois
$12.4K – – –
PMIM
3110
Prudent Man Investment Management
Colorado
$12K – – –
IA
3111
Icon Advisers
Colorado
$11.9K – – –
PWA
3112
Principia Wealth Advisory
Texas
$11.9K +$1.28K +3 +14%
NWMP
3113
Noble Wealth Management PBC
Colorado
$11.9K +$10.7K +25 New
BHWM
3114
Bay Harbor Wealth Management
Maryland
$11.9K +$2.13K +5 +25%
WCM
3115
Westend Capital Management
California
$10K +$8.96K +21 New
VFM
3116
Vision Financial Markets
Connecticut
$9.65K – – –
DF
3117
DecisionPoint Financial
Arizona
$9.62K – – –
GPFA
3118
Game Plan Financial Advisors
Ohio
$9.54K – – –
EPAM
3119
Evelyn Partners Asset Management
$9.07K – – –
EWM
3120
Evolution Wealth Management
Florida
$9.07K +$854 +2 +12%
PS
3121
PayPay Securities
Japan
$8.19K +$2.56K +6 +55%
WW
3122
Winnow Wealth
Texas
$8.13K +$4.7K +11 +183%
RTL
3123
Red Tortoise LLC
Georgia
$8.11K – – –
FFA
3124
Frazier Financial Advisors
Ohio
$7.16K -$193K -452 -97%
MAFA
3125
MJT & Associates Financial Advisory
Minnesota
$6.68K +$5.98K +14 New
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