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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
3376
Park Capital Management
Wisconsin
$241K -$10.4K -15 -4%
WS
3377
Wilian Securities
Minnesota
$241K +$235K +340 New
FL
3378
FreeGulliver LLC
Louisiana
$241K +$235K +340 New
WA
3379
Win Advisors
Florida
$241K +$235K +340 New
SEM
3380
Suncoast Equity Management
Florida
$240K +$235K +339 New
LI
3381
LVZ Inc
Michigan
$240K -$28.4K -41 -11%
TWM
3382
Triton Wealth Management
Arizona
$240K +$1.39K +2 +0.6%
ACA
3383
Aspire Capital Advisors
Washington
$240K +$234K +338 New
DWAM
3384
Duncan Williams Asset Management
Tennessee
$239K -$69.3K -100 -23%
HC
3385
Hurley Capital
New York
$239K – – –
EWA
3386
Evolution Wealth Advisors
Florida
$239K +$233K +337 New
MW
3387
Members Wealth
Pennsylvania
$239K +$204K +295 New
LSPW
3388
Lake Street Private Wealth
Illinois
$238K -$13.9K -20 -6%
BMC
3389
Bear Mountain Capital
Washington
$238K – – –
FFL
3390
Financial Freedom LLC
Ohio
$237K – – –
VIM
3391
Vista Investment Management
Pennsylvania
$237K -$15.2K -22 -6%
CASB
3392
Cape Ann Savings Bank
Massachusetts
$237K +$232K +335 New
SG
3393
Strid Group
Pennsylvania
$237K +$232K +335 New
MA
3394
Macro Advisors
Pennsylvania
$236K +$231K +334 New
CWP
3395
Clark Wealth Partners
Illinois
$236K +$14.5K +21 +7%
IAG
3396
Investment Advisory Group
Massachusetts
$236K +$231K +333 New
SA
3397
Stewardship Advisors
Pennsylvania
$236K +$231K +333 New
SGI
3398
Swan Global Investments
Colorado
$236K +$231K +333 New
PAG
3399
Powers Advisory Group
Illinois
$235K -$27.7K -40 -11%
POIA
3400
Pin Oak Investment Advisors
Texas
$235K – – –
134 135
136
137 138