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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BGAI
3576
Bruce G. Allen Investments
Colorado
$130K +$12.5K +18 +11%
RS
3577
Rakuten Securities
Japan
$129K +$56.8K +82 +82%
FCMT
3578
Founders Capital Management (Texas)
Texas
$128K – – –
CH
3579
CDKV Holdings
Colorado
$125K -$6.93K -10 -5%
TLFA
3580
True Link Financial Advisors
California
$123K +$121K +174 New
IAS
3581
IMA Advisory Services
Colorado
$122K – – –
JGCM
3582
Joseph Group Capital Management
Ohio
$119K +$33.9K +49 +41%
MWC
3583
MBM Wealth Consultants
Missouri
$119K +$116K +168 New
CFS
3584
CGC Financial Services
Oregon
$118K – – –
MEG
3585
Millstone Evans Group
Colorado
$118K – – –
MDCM
3586
Morgan Dempsey Capital Management
Wisconsin
$117K – – –
BC
3587
Broadwater Capital
Massachusetts
$115K – – –
EP
3588
Essential Partners
California
$113K +$4.16K +6 +4%
AFC
3589
Ares Financial Consulting
California
$112K +$26.3K +38 +33%
LWM
3590
Lodestone Wealth Management
Washington
$111K -$3.46K -5 -3%
MAS
3591
MPWM Advisory Solutions
Georgia
$107K +$26.3K +38 +34%
Q1WB
3592
Quest 10 Wealth Builders
Virginia
$106K – – –
KAS
3593
Kemnay Advisory Services
New York
$106K -$25.6K -37 -20%
EFMH
3594
E Fund Management (HK)
Hong Kong
$106K +$28.4K +41 +38%
ATC
3595
Advantage Trust Company
Kansas
$105K -$13.2K -19 -11%
P
3596
Palladiem
Pennsylvania
$104K +$90K +130 +6,500%
UOTTAIMCU
3597
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$103K – – –
WT
3598
WHI Trust
Illinois
$101K – – –
ACA
3599
American Capital Advisory
Idaho
$99.4K +$3.46K +5 +4%
KFG
3600
Kingdom Financial Group
Arizona
$96.7K +$7.62K +11 +9%
142 143
144
145 146