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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
3226
Tenzing Financial
Virginia
$432K +$5.27K +6 +1%
HB
3227
Horizon Bancorp
Indiana
$430K -$21.1K -24 -6%
WFP
3228
Welch Financial Planning
Colorado
$429K +$354K +403 New
PBC
3229
Pavion Blue Capital
California
$429K – – –
PIS
3230
POM Investment Strategies
North Carolina
$429K – – –
IWP
3231
Insight Wealth Partners
Texas
$429K +$354K +403 New
GCM
3232
Gallacher Capital Management
Colorado
$429K -$104K -118 -23%
FFG
3233
Fortress Financial Group
Minnesota
$429K +$878 +1 +0.2%
MPCL
3234
My Personal CFO LLC
Washington
$428K – – –
SPWG
3235
Sage Private Wealth Group
Illinois
$428K +$1.76K +2 +0.5%
WKSWA
3236
White Knight Strategic Wealth Advisors
New Jersey
$428K +$1.76K +2 +0.5%
AHB
3237
Abner Herrman & Brock
New Jersey
$428K +$53.6K +61 +18%
NA
3238
NWM Advisors
California
$427K – – –
SB
3239
SIG Brokerage
New York
$427K +$352K +401 New
AWM
3240
Abound Wealth Management
Tennessee
$426K -$34.3K -39 -9%
DSC
3241
Duncker Streett & Co
Missouri
$426K -$10.5K -12 -3%
GBWM
3242
Granite Bay Wealth Management
New Hampshire
$426K +$351K +400 New
GPWA
3243
Great Point Wealth Advisors
Massachusetts
$426K +$5.27K +6 +2%
BPC
3244
Banque Pictet & Cie
Switzerland
$426K -$823K -937 -70%
AF
3245
AGP Franklin
Tennessee
$426K – – –
BFA
3246
Benningfield Financial Advisors
California
$426K – – –
B
3247
Birchbrook
Maine
$426K – – –
GIM
3248
Guild Investment Management
California
$426K – – –
PL
3249
Parthenon LLC
Kentucky
$426K – – –
PG
3250
Proffitt & Goodson
Tennessee
$426K – – –
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