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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
3501
Westfuller Advisors
New York
$6.87K +$3.89K +7 +140%
BGA
3502
Battery Global Advisors
Massachusetts
$6.87K +$5K +9 +300%
T
3503
Transce3nd
Texas
$6.39K – – –
STB
3504
S&T Bank
Pennsylvania
$6.3K -$1.11K -2 -15%
GCS
3505
Gordian Capital (Singapore)
Singapore
$5.73K +$5.56K +10 New
IRC
3506
Investors Research Corp
Georgia
$5.73K +$5.56K +10 New
CNBT
3507
Cornerstone National Bank & Trust
Illinois
$5.16K – – –
DI
3508
DAGCO Inc
Ohio
$4.58K – – –
BWM
3509
Benson Wealth Management
Tennessee
$4.58K +$4.45K +8 New
EWA
3510
EQ Wealth Advisors
Texas
$4.58K +$4.45K +8 New
GWM
3511
Gilpin Wealth Management
Colorado
$4.58K +$4.45K +8 New
ICM
3512
Islay Capital Management
Texas
$4.01K +$1.11K +2 +40%
NWM
3513
Nova Wealth Management
Florida
$3.44K – – –
RWPA
3514
Richard W. Paul & Associates
Michigan
$3.44K – – –
CCMW
3515
Cypress Capital Management (Wyoming)
Wyoming
$3.44K +$3.33K +6 New
WA
3516
Whipplewood Advisors
Colorado
$3.44K +$3.33K +6 New
QA
3517
Quattro Advisors
Pennsylvania
$2.89K +$2.78K +5 New
SA
3518
Seneschal Advisors
Washington
$2.87K – – –
DRP
3519
Decker Retirement Planning
Utah
$2.86K +$2.78K +5 New
RPA
3520
Redwood Park Advisors
California
$2.29K – – –
W
3521
WealthCollab
Washington
$2.29K – – –
AIM
3522
Arcadia Investment Management
Michigan
$2.29K +$2.22K +4 New
LFA
3523
LGT Financial Advisors
Texas
$2.29K – – –
OCM
3524
Osbon Capital Management
Massachusetts
$2.29K +$2.22K +4 New
TBFA
3525
Three Bearings Fiduciary Advisors
New Hampshire
$1.98K +$1.67K +3 New
139 140
141
142 143