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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
3901
Beacon Financial Strategies
North Carolina
$106K – – –
SC
3902
Stance Capital
Massachusetts
$105K – – –
DSC
3903
Daytona Street Capital
Missouri
$105K – – –
FIM
3904
FWL Investment Management
Texas
$104K +$86.1K +98 New
NSG
3905
Nalls Sherbakoff Group
Tennessee
$103K – – –
KG
3906
Kilter Group
New York
$102K -$878 -1 -1%
CAIM
3907
Catherine Avery Investment Management
Florida
$102K -$1.76K -2 -2%
CFM
3908
Cornerstone Financial Management
Massachusetts
$101K +$30.7K +35 +58%
HWP
3909
Highline Wealth Partners
California
$99.3K +$12.3K +14 +18%
SAS
3910
Spurstone Advisory Services
Connecticut
$99.1K +$87.8K +100 New
CJ
3911
Caitlin John
Michigan
$99K +$878 +1 +1%
OCM
3912
Osterweis Capital Management
California
$96.9K – – –
RWM
3913
Rialto Wealth Management
New York
$96.9K +$23.7K +27 +42%
DF
3914
DNCA Finance
France
$95.8K +$79.1K +90 New
RWS
3915
Retirement Wealth Solutions
Wisconsin
$94.4K -$5.27K -6 -6%
SSG
3916
Summit Securities Group
New York
$93.7K -$983K -1,119 -93%
DFC
3917
DB Fitzpatrick & Co
Idaho
$93.7K – – –
HAP
3918
Harbor Asset Planning
Massachusetts
$93.4K – – –
WA
3919
Walsh & Associates
Florida
$92.6K -$878 -1 -1%
P
3920
Palladiem
Pennsylvania
$87.5K -$43.9K -50 -38%
RA
3921
RiverPark Advisors
New York
$86.3K -$31.6K -36 -31%
SFG
3922
Strive Financial Group
Indiana
$83.1K – – –
HHGA
3923
Halbert Hargrove Global Advisors
California
$82.4K +$2.63K +3 +4%
TIM
3924
Thompson Investment Management
Wisconsin
$79.9K – – –
SIP
3925
Sellwood Investment Partners
Oregon
$78.8K – – –
155 156
157
158 159