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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
3476
Breakwater Investment Management
Washington
$18.3K – – –
BCM
3477
Blume Capital Management
California
$17.2K – – –
PWA
3478
Principia Wealth Advisory
Texas
$16K +$1.67K +3 +12%
NI
3479
NCP Inc
California
$16K +$15.6K +28 New
CMA
3480
Cedar Mountain Advisors
Oregon
$15.8K +$556 +1 +4%
IA
3481
Icon Advisers
Colorado
$14.3K – – –
AF
3482
Abound Financial
California
$14.3K +$13.9K +25 New
CP
3483
Camelot Portfolios
Ohio
$14.3K +$13.9K +25 New
ECA
3484
Elevated Capital Advisors
Utah
$12.6K +$12.2K +22 New
VFM
3485
Vision Financial Markets
Connecticut
$11.6K – – –
ECM
3486
Estabrook Capital Management
New York
$11.5K -$33.3K -60 -75%
GPFA
3487
Game Plan Financial Advisors
Ohio
$11.5K – – –
WW
3488
Winnow Wealth
Texas
$10.9K +$1.11K +2 +12%
EPAM
3489
Evelyn Partners Asset Management
$10.9K – – –
EWM
3490
Evolution Wealth Management
Florida
$10.9K – – –
HIA
3491
HFM Investment Advisors
New Jersey
$10.3K +$3.89K +7 +64%
JFG
3492
JDM Financial Group
Texas
$9.74K -$7.78K -14 -45%
PS
3493
PayPay Securities
Japan
$9.74K – – –
RTL
3494
Red Tortoise LLC
Georgia
$9.74K – – –
MW
3495
Merited Wealth
Florida
$9.17K +$8.89K +16 New
IPS
3496
Investors Portfolio Services
Washington
$8.37K +$8.34K +15 New
MAFA
3497
MJT & Associates Financial Advisory
Minnesota
$8.02K – – –
HFS
3498
Horizon Financial Services
North Carolina
$8.02K +$1.67K +3 +27%
HIW
3499
Holos Integrated Wealth
Pennsylvania
$7.78K – – –
WFA
3500
West Financial Advisors
Iowa
$7.45K -$50K -90 -87%
138 139
140
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