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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MS
3426
Mizuho Securities
Japan
$51.6K +$50K +90 New
BFM
3427
Brooklands Fund Management
United Kingdom
$50.6K +$83.9K +151 New
DFC
3428
DB Fitzpatrick & Co
Idaho
$50.4K – – –
HAP
3429
Harbor Asset Planning
Massachusetts
$50.2K – – –
WA
3430
Walsh & Associates
Florida
$49.8K +$48.4K +87 New
RA
3431
RiverPark Advisors
New York
$47K -$556 -1 -1%
MWM
3432
Mascoma Wealth Management
New Hampshire
$46.4K +$3.33K +6 +8%
IIM
3433
IFC & Insurance Marketing
California
$46K +$45K +81 New
DCM
3434
Dorato Capital Management
Colorado
$46K +$40K +72 New
LP
3435
LMR Partners
United Kingdom
$44.7K +$43.4K +78 New
SFG
3436
Strive Financial Group
Indiana
$44.7K +$43.4K +78 New
FNWA
3437
Financial Network Wealth Advisors
Utah
$43.5K -$8.89K -16 -17%
SC
3438
Steph & Co
Wisconsin
$43.5K +$22.2K +40 +111%
AW
3439
Ankerstar Wealth
Texas
$43.2K +$41.7K +75 New
LWMI
3440
Legacy Wealth Management (Idaho)
Idaho
$43K +$8.89K +16 +27%
TIM
3441
Thompson Investment Management
Wisconsin
$43K – – –
HHGA
3442
Halbert Hargrove Global Advisors
California
$42.6K -$26.7K -48 -39%
SIP
3443
Sellwood Investment Partners
Oregon
$42.4K – – –
TAM
3444
Tucker Asset Management
Colorado
$42.4K +$41.1K +74 New
AI
3445
Atomic Invest
New York
$41.9K +$40.6K +73 New
SC
3446
Swan Capital
Florida
$41.8K – – –
VWWMG
3447
Vermillion & White Wealth Management Group
Pennsylvania
$41.8K +$5K +9 +14%
1IA
3448
1620 Investment Advisors
Massachusetts
$40.7K -$10.6K -19 -21%
ACM
3449
Anfield Capital Management
California
$37.2K – – –
MIM
3450
Manitou Investment Management
Ontario, Canada
$37.2K – – –
136 137
138
139 140