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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
3601
Wiser Wealth Management
Georgia
$280K +$231K +263 New
GL
3602
Gerber LLC
Ohio
$279K +$230K +262 New
NWM
3603
Nolet Wealth Management
Texas
$279K +$230K +262 New
BMC
3604
Bear Mountain Capital
Washington
$278K – – –
PCM
3605
Payne Capital Management
New York
$278K +$229K +261 New
CWA
3606
Centennial Wealth Advisory
Michigan
$277K -$51K -58 -18%
CPG
3607
Cornerstone Planning Group
New Jersey
$277K -$28.1K -32 -9%
OG
3608
Odyssey Group
Pennsylvania
$277K +$228K +260 New
CCM
3609
Cambridge Capital Management
Illinois
$277K +$228K +260 New
M
3610
MATAURO
New York
$277K +$228K +260 New
AAS
3611
AdviceOne Advisory Services
Connecticut
$276K +$228K +260 New
DWA
3612
Delos Wealth Advisors
Texas
$276K +$1.76K +2 +0.8%
QL
3613
Quarry LP
New York
$276K -$288K -328 -56%
AW
3614
Atlas Wealth
Ohio
$275K +$227K +258 New
SPWM
3615
Smith Partners Wealth Management
North Carolina
$275K +$227K +258 New
BAM
3616
BCV Asset Management
$274K +$233K +265 New
MPW
3617
MASECO Private Wealth
$274K -$12.3K -14 -5%
CGA
3618
Crescent Grove Advisors
Illinois
$273K -$108K -123 -32%
PJWM
3619
Philip James Wealth Mangement
Georgia
$273K -$495K -564 -69%
AW
3620
Avion Wealth
Texas
$273K -$149K -170 -40%
CCM
3621
Chaney Capital Management
Washington
$273K +$225K +256 New
SGCA
3622
Steel Grove Capital Advisors
Tennessee
$273K +$225K +256 New
MAA
3623
Mraz Amerine & Associates
California
$272K +$224K +255 New
HCS
3624
Himension Capital (Singapore)
Singapore
$272K -$287K -327 -56%
GPWA
3625
Gaddis Premier Wealth Advisors
Oklahoma
$272K +$224K +255 New
143 144
145
146 147