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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
3151
Lathrop Investment Management
Arkansas
$233K +$226K +407 New
RA
3152
Rodgers & Associates
Pennsylvania
$233K +$226K +406 New
BCG
3153
Bravias Capital Group
New Jersey
$233K +$226K +406 New
NCMW
3154
Northern Capital Management (Washington)
Washington
$233K +$226K +406 New
SDWIA
3155
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$233K +$226K +406 New
TAP
3156
TSG Advice Partners
Ohio
$231K +$224K +403 New
OPWM
3157
Oakwell Private Wealth Management
Texas
$231K +$224K +403 New
PBC
3158
Pavion Blue Capital
California
$231K +$224K +403 New
IWP
3159
IAG Wealth Partners
Wisconsin
$231K -$27.8K -50 -11%
BWM
3160
Brown Wealth Management
Illinois
$230K -$11.7K -21 -5%
NA
3161
NWM Advisors
California
$230K +$223K +401 New
FA
3162
FSA Advisors
Michigan
$229K -$484K -871 -69%
BFA
3163
Benningfield Financial Advisors
California
$229K -$55.6K -100 -20%
AFG
3164
Altiora Financial Group
Ohio
$229K -$31.7K -57 -12%
B
3165
Birchbrook
Maine
$229K – – –
NRWA
3166
North Ridge Wealth Advisors
Oregon
$229K – – –
AF
3167
AGP Franklin
Tennessee
$229K +$222K +400 New
BPC
3168
Banque Pictet & Cie
Switzerland
$229K +$222K +400 New
GIM
3169
Guild Investment Management
California
$229K +$222K +400 New
IWB
3170
Innovative Wealth Building
Maryland
$229K +$222K +400 New
NPF
3171
Norris Perne & French
Michigan
$229K +$222K +400 New
PL
3172
Parthenon LLC
Kentucky
$229K +$222K +400 New
PG
3173
Proffitt & Goodson
Tennessee
$229K +$222K +400 New
SFG
3174
Sage Financial Group
Pennsylvania
$229K +$222K +400 New
SPWG
3175
Sage Private Wealth Group
Illinois
$229K +$222K +400 New
125 126
127
128 129