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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
3201
Reston Wealth Management
Virginia
$448K +$5.27K +6 +1%
TCM
3202
TABR Capital Management
California
$446K +$17.6K +20 +5%
PCP
3203
Panoramic Capital Partners
Oregon
$444K -$230K -262 -39%
RB
3204
Renasant Bank
Mississippi
$444K -$102K -116 -22%
GKIM
3205
GW&K Investment Management
Massachusetts
$443K -$7.03K -8 -2%
IWP
3206
Invenio Wealth Partners
Florida
$443K -$88.7K -101 -20%
TAM
3207
Tucker Asset Management
Colorado
$443K +$16.7K +19 +5%
RA
3208
Rubicon Advisors
California
$443K -$8.79K -10 -2%
BWA
3209
Blodgett Wealth Advisors
California
$442K – – –
BIA
3210
Bell Investment Advisors
California
$442K +$3.51K +4 +1%
SWA
3211
Strata Wealth Advisors
Texas
$442K +$30.7K +35 +9%
LWM
3212
LightSquare Wealth Management
Michigan
$442K +$5.27K +6 +1%
RIG
3213
Renaissance Investment Group
Massachusetts
$441K -$17.6K -20 -5%
MWM
3214
MOR Wealth Management
Pennsylvania
$441K – – –
CCMI
3215
Creative Capital Management Investments
California
$441K +$119K +135 +48%
CIA
3216
Cape Investment Advisory
Georgia
$441K +$7.03K +8 +2%
TPBG
3217
Turning Point Benefit Group
Maryland
$440K +$26.4K +30 +8%
HBWM
3218
Hollow Brook Wealth Management
New York
$439K – – –
IWB
3219
Innovative Wealth Building
Maryland
$439K +$10.5K +12 +3%
SAMC
3220
Spectrum Asset Management (California)
California
$439K -$175K -199 -33%
BFA
3221
Brown Financial Advisory
Alabama
$437K – – –
EA
3222
Echo45 Advisors
California
$436K -$18.4K -21 -5%
NCMW
3223
Northern Capital Management (Washington)
Washington
$433K – – –
AFG
3224
Altiora Financial Group
Ohio
$432K +$5.27K +6 +2%
FPB
3225
First PREMIER Bank
South Dakota
$432K -$61.5K -70 -15%
127 128
129
130 131