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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
3226
Oberweis Asset Management
Illinois
$289K -$27.7K -40 -9%
AWS
3227
Arkfeld Wealth Strategies
Nebraska
$288K – – –
LIM
3228
Lathrop Investment Management
Arkansas
$288K – – –
NCMW
3229
Northern Capital Management (Washington)
Washington
$288K – – –
CIA
3230
Cape Investment Advisory
Georgia
$288K -$68.6K -99 -20%
IDA
3231
Intelligence Driven Advisers
California
$287K -$2.77K -4 -1%
CIAS
3232
CBIZ Investment Advisory Services
Ohio
$287K -$70.6K -102 -20%
LWA
3233
Legacy Wealth Advisors
Florida
$287K +$36K +52 +15%
OPWM
3234
Oakwell Private Wealth Management
Texas
$286K +$693 +1 +0.2%
IWP
3235
IAG Wealth Partners
Wisconsin
$286K – – –
PBC
3236
Pavion Blue Capital
California
$286K – – –
PIS
3237
POM Investment Strategies
North Carolina
$286K +$279K +403 New
MPCL
3238
My Personal CFO LLC
Washington
$285K -$6.93K -10 -2%
FFG
3239
Fortress Financial Group
Minnesota
$285K -$84.5K -122 -23%
NA
3240
NWM Advisors
California
$284K – – –
MBC
3241
Michael Brady & Co
Ohio
$283K -$34.6K -50 -11%
WKSWA
3242
White Knight Strategic Wealth Advisors
New Jersey
$283K -$17.3K -25 -6%
SDWIA
3243
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$283K -$4.16K -6 -1%
AF
3244
AGP Franklin
Tennessee
$283K – – –
AFG
3245
Altiora Financial Group
Ohio
$283K – – –
BFA
3246
Benningfield Financial Advisors
California
$283K – – –
B
3247
Birchbrook
Maine
$283K – – –
GIM
3248
Guild Investment Management
California
$283K – – –
IWB
3249
Innovative Wealth Building
Maryland
$283K – – –
NRWA
3250
North Ridge Wealth Advisors
Oregon
$283K – – –
128 129
130
131 132