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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
3301
IRON Financial
Illinois
$268K +$262K +378 New
NAMM
3302
NorthStar Asset Management (Massachusetts)
Massachusetts
$268K -$9K -13 -3%
RI
3303
Ruggiero Investments
Florida
$267K -$70.6K -102 -21%
SA
3304
Sylvest Advisors
Texas
$267K +$9K +13 +4%
KCM
3305
KRS Capital Management
Michigan
$266K – – –
TIA
3306
Tandem Investment Advisors
South Carolina
$266K -$11.8K -17 -4%
WA
3307
WESPAC Advisors
California
$265K +$259K +374 New
SLA
3308
Silver Lake Advisory
Utah
$265K +$693 +1 +0.3%
WA
3309
WP Advisors
California
$265K – – –
OAM
3310
Oxford Asset Management
United Kingdom
$264K -$560K -808 -68%
HDA
3311
Harold Davidson & Associates
California
$264K – – –
HIP
3312
Harrell Investment Partners
Texas
$264K – – –
OWA
3313
OakTrust Wealth Advisors
Connecticut
$264K -$56.1K -81 -18%
VWA
3314
VSM Wealth Advisory
Maryland
$264K – – –
SRS
3315
Strong Retirement Solutions
Washington
$264K +$1.39K +2 +0.5%
NPF
3316
Norris Perne & French
Michigan
$262K -$20.8K -30 -8%
BWM
3317
BCO Wealth Management
New Mexico
$262K – – –
NL
3318
Navalign LLC
California
$262K – – –
MS
3319
Madden Securities
Texas
$262K +$6.93K +10 +3%
JEST
3320
JTC Employer Solutions Trustee
Jersey
$262K -$104K -150 -29%
EF
3321
Exeter Financial
Arizona
$262K – – –
AFS
3322
Access Financial Services
Minnesota
$261K +$256K +369 New
JRPIM
3323
Journey Retirement Planning & Investment Management
Idaho
$261K -$427K -616 -63%
AWA
3324
AGH Wealth Advisors
Kansas
$261K +$255K +368 New
AWM
3325
Activest Wealth Management
Florida
$260K -$156K -225 -38%
131 132
133
134 135