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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RF
3626
Robinswood Financial
Washington
$88.3K – – –
KB
3627
Kimelman & Baird
New York
$87.8K +$16.6K +24 +24%
VWA
3628
Valued Wealth Advisors
Utah
$86.9K +$7.62K +11 +10%
DWM
3629
Dogwood Wealth Management
Kansas
$85K +$18.7K +27 +29%
RA
3630
RiverPark Advisors
New York
$82.9K +$24.2K +35 +43%
DSC
3631
Daytona Street Capital
Missouri
$80.8K – – –
PPC
3632
Park Place Capital
Alabama
$78.6K -$6.23K -9 -8%
BAM
3633
Bellevue Asset Management
Washington
$75.3K – – –
BFP
3634
Birchwood Financial Partners
Minnesota
$74.4K – – –
FMP
3635
Financial Management Professionals
Texas
$73.7K +$2.77K +4 +4%
SMFG
3636
Sumitomo Mitsui Financial Group
Japan
$70.8K -$83.1K -120 -55%
AIS
3637
Advocate Investing Services
Maryland
$70.8K – – –
AFG
3638
Albion Financial Group
Utah
$70.8K – – –
BFS
3639
Beacon Financial Strategies
North Carolina
$70.8K – – –
FDW
3640
Fourth Dimension Wealth
Ohio
$70.8K – – –
GCP
3641
Gill Capital Partners
Colorado
$70.8K +$69.3K +100 New
LWMI
3642
Legacy Wealth Management (Idaho)
Idaho
$70.1K +$16.6K +24 +32%
SC
3643
Stance Capital
Massachusetts
$70.1K +$68.6K +99 New
C
3644
Covestor
United Kingdom
$70K -$81.7K -118 -55%
CAIM
3645
Catherine Avery Investment Management
Florida
$69.4K -$37.4K -54 -36%
KG
3646
Kilter Group
New York
$68.7K – – –
NSG
3647
Nalls Sherbakoff Group
Tennessee
$68.2K – – –
RWS
3648
Retirement Wealth Solutions
Wisconsin
$67K -$1.39K -2 -2%
BC
3649
Bayforest Capital
United Kingdom
$65.9K -$292K -421 -82%
CJ
3650
Caitlin John
Michigan
$65.2K -$693 -1 -1%
144 145
146
147 148