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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
3701
Blume Capital Management
California
$21.3K – – –
ACA
3702
Atlas Capital Advisors
Wyoming
$20.5K -$5.54K -8 -22%
HFS
3703
Horizon Financial Services
North Carolina
$19.8K +$9.7K +14 +100%
NI
3704
NCP Inc
California
$19.8K – – –
CWA
3705
Carolina Wealth Advisors
South Carolina
$18.4K +$18K +26 New
SC
3706
Swan Capital
Florida
$17.7K -$33.2K -48 -66%
AF
3707
Abound Financial
California
$17.7K – – –
BIM
3708
Breakwater Investment Management
Washington
$15.6K -$6.93K -10 -31%
ECA
3709
Elevated Capital Advisors
Utah
$15.6K – – –
VFM
3710
Vision Financial Markets
Connecticut
$14.4K – – –
ECM
3711
Estabrook Capital Management
New York
$14.2K – – –
GPFA
3712
Game Plan Financial Advisors
Ohio
$14.2K – – –
STB
3713
S&T Bank
Pennsylvania
$14.2K +$6.23K +9 +82%
EPAM
3714
Evelyn Partners Asset Management
$13.5K – – –
LD
3715
Lipe & Dalton
New York
$13K +$13.2K +19 New
JFG
3716
JDM Financial Group
Texas
$12K – – –
RTL
3717
Red Tortoise LLC
Georgia
$12K – – –
PSFG
3718
Park Square Financial Group
Georgia
$11.3K +$11.1K +16 New
MTC
3719
Matrix Trust Company
Colorado
$11K +$11.1K +16 New
MIM
3720
Marshall Investment Management
Colorado
$10.6K +$10.4K +15 New
MAFA
3721
MJT & Associates Financial Advisory
Minnesota
$9.92K – – –
HIW
3722
Holos Integrated Wealth
Pennsylvania
$9.42K – – –
PS
3723
PayPay Securities
Japan
$9.27K -$3.46K -5 -29%
WPA
3724
Wealth Preservation Advisors
Tennessee
$9.21K +$9K +13 New
HIA
3725
HFM Investment Advisors
New Jersey
$7.79K -$4.85K -7 -39%
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149
150 151