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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
3426
Steph & Co
Wisconsin
$43.5K +$22.2K +40 +111%
AW
3427
Ankerstar Wealth
Texas
$43.2K +$41.7K +75 New
LWMI
3428
Legacy Wealth Management (Idaho)
Idaho
$43K +$8.89K +16 +27%
TIM
3429
Thompson Investment Management
Wisconsin
$43K – – –
HHGA
3430
Halbert Hargrove Global Advisors
California
$42.6K -$26.7K -48 -39%
SIP
3431
Sellwood Investment Partners
Oregon
$42.4K – – –
TAM
3432
Tucker Asset Management
Colorado
$42.4K +$41.1K +74 New
SC
3433
Swan Capital
Florida
$41.8K – – –
VWWMG
3434
Vermillion & White Wealth Management Group
Pennsylvania
$41.8K +$5K +9 +14%
1IA
3435
1620 Investment Advisors
Massachusetts
$40.7K -$10.6K -19 -21%
ACM
3436
Anfield Capital Management
California
$37.2K – – –
MIM
3437
Manitou Investment Management
Ontario, Canada
$37.2K – – –
AEPWM
3438
Atlantic Edge Private Wealth Management
Florida
$37.2K +$2.78K +5 +8%
EPIMS
3439
Evelyn Partners Investment Management Services
$36.1K – – –
KCM
3440
Key Capital Management
Tennessee
$35.5K +$34.5K +62 New
MS
3441
Monetary Solutions
Ohio
$35.1K +$33.9K +61 New
KPP
3442
Kings Path Partners
Texas
$34.9K -$97.8K -176 -74%
NWMP
3443
Noble Wealth Management PBC
Colorado
$34.4K +$19.5K +35 +140%
RWM
3444
Raffa Wealth Management
District of Columbia
$33.8K +$3.89K +7 +13%
MAM
3445
Marquette Asset Management
Minnesota
$33.2K – – –
IWM
3446
Inlight Wealth Management
Georgia
$33.2K – – –
RWM
3447
Rialto Wealth Management
New York
$32.1K +$10K +18 +47%
CFM
3448
Cornerstone Financial Management
Massachusetts
$31.5K +$30.6K +55 New
IA
3449
IFS Advisors
Kansas
$30.7K +$29.5K +53 New
HWP
3450
Highline Wealth Partners
California
$30.5K +$1.11K +2 +4%
136 137
138
139 140