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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FCMT
3776
Founders Capital Management (Texas)
Texas
$228K +$29.9K +34 +19%
CFO
3777
Collective Family Office
Pennsylvania
$228K +$188K +214 New
FSBI
3778
Fearless Solutions (Best Invest)
Texas
$228K +$188K +214 New
JWM
3779
Johnson Wealth Management
North Dakota
$228K +$188K +214 New
MWAM
3780
Manhattan West Asset Management
California
$228K +$188K +214 New
HNWA
3781
Henrickson Nauta Wealth Advisors
Michigan
$227K +$187K +213 New
BFWM
3782
Bright Futures Wealth Management
New York
$227K +$187K +213 New
SPW
3783
Sonoma Private Wealth
California
$227K +$187K +213 New
SC
3784
Schubert & Co
Texas
$227K +$187K +213 New
EWP
3785
Evergreen Wealth Partners
Montana
$226K +$186K +212 New
SVCP
3786
Silicon Valley Capital Partners
California
$225K -$261K -297 -58%
PTCG
3787
Pring Turner Capital Group
California
$225K +$231K +263 New
HNW
3788
High Note Wealth
Minnesota
$225K +$1.76K +2 +1%
BM
3789
Berman McAleer
Maryland
$225K +$185K +211 New
UWM
3790
Urban Wealth Management
California
$225K +$185K +211 New
MSWA
3791
Marshall & Sterling Wealth Advisors
New York
$224K +$878 +1 +0.5%
EA
3792
Evergreen Advisors
Tennessee
$224K – – –
PFS
3793
Prospect Financial Services
New York
$223K +$184K +209 New
LKWM
3794
Lee-Kelleher Wealth Management
Maryland
$223K +$184K +209 New
SIA
3795
Serenity Investment Advisors
Illinois
$222K +$6.15K +7 +3%
BCM
3796
Basso Capital Management
Connecticut
$221K +$183K +208 New
LFS
3797
Lutz Financial Services
Nebraska
$221K +$183K +208 New
PFG
3798
PAX Financial Group
Texas
$221K +$183K +208 New
TFP
3799
Triune Financial Partners
Kansas
$221K +$183K +208 New
SIC
3800
SFE Investment Counsel
California
$221K +$183K +208 New
150 151
152
153 154