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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
3351
CIM LLC
New York
$246K +$240K +347 New
CPW
3352
Cogent Private Wealth
Florida
$246K +$240K +347 New
CC
3353
Clearwave Capital
California
$245K +$240K +346 New
IPA
3354
Investment Planning Advisors
Georgia
$245K +$240K +346 New
NFG
3355
Northbridge Financial Group
Florida
$245K +$214K +309 New
HWM
3356
HighMark Wealth Management
Minnesota
$245K – – –
HFS
3357
Hopwood Financial Services
Virginia
$244K -$24.2K -35 -9%
FA
3358
Fedenia Advisers
Wisconsin
$244K +$238K +344 New
KWA
3359
Kellett Wealth Advisors
Ohio
$243K +$238K +343 New
AWM
3360
Ameliora Wealth Management
Switzerland
$242K – – –
AHB
3361
Abner Herrman & Brock
New Jersey
$242K +$236K +341 New
RWM
3362
Rench Wealth Management
Texas
$241K +$236K +341 New
PCM
3363
Park Capital Management
Wisconsin
$241K -$10.4K -15 -4%
WS
3364
Wilian Securities
Minnesota
$241K +$235K +340 New
FL
3365
FreeGulliver LLC
Louisiana
$241K +$235K +340 New
WA
3366
Win Advisors
Florida
$241K +$235K +340 New
SEM
3367
Suncoast Equity Management
Florida
$240K +$235K +339 New
LI
3368
LVZ Inc
Michigan
$240K -$28.4K -41 -11%
TWM
3369
Triton Wealth Management
Arizona
$240K +$1.39K +2 +0.6%
ACA
3370
Aspire Capital Advisors
Washington
$240K +$234K +338 New
DWAM
3371
Duncan Williams Asset Management
Tennessee
$239K -$69.3K -100 -23%
HC
3372
Hurley Capital
New York
$239K – – –
EWA
3373
Evolution Wealth Advisors
Florida
$239K +$233K +337 New
MW
3374
Members Wealth
Pennsylvania
$239K +$204K +295 New
LSPW
3375
Lake Street Private Wealth
Illinois
$238K -$13.9K -20 -6%
133 134
135
136 137