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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
3926
Bellevue Asset Management
Washington
$113K – – –
FMP
3927
Financial Management Professionals
Texas
$113K +$1.76K +2 +2%
BFP
3928
Birchwood Financial Partners
Minnesota
$112K – – –
AEPWM
3929
Atlantic Edge Private Wealth Management
Florida
$112K +$30.7K +35 +50%
EPW
3930
Evergreen Private Wealth
Colorado
$111K +$91.4K +104 New
AIS
3931
Advocate Investing Services
Maryland
$106K – – –
AFG
3932
Albion Financial Group
Utah
$106K – – –
BFS
3933
Beacon Financial Strategies
North Carolina
$106K – – –
SC
3934
Stance Capital
Massachusetts
$105K – – –
DSC
3935
Daytona Street Capital
Missouri
$105K – – –
FIM
3936
FWL Investment Management
Texas
$104K +$86.1K +98 New
NSG
3937
Nalls Sherbakoff Group
Tennessee
$103K – – –
KG
3938
Kilter Group
New York
$102K -$878 -1 -1%
CAIM
3939
Catherine Avery Investment Management
Florida
$102K -$1.76K -2 -2%
CFM
3940
Cornerstone Financial Management
Massachusetts
$101K +$30.7K +35 +58%
HWP
3941
Highline Wealth Partners
California
$99.3K +$12.3K +14 +18%
SAS
3942
Spurstone Advisory Services
Connecticut
$99.1K +$87.8K +100 New
CJ
3943
Caitlin John
Michigan
$99K +$878 +1 +1%
OCM
3944
Osterweis Capital Management
California
$96.9K – – –
RWM
3945
Rialto Wealth Management
New York
$96.9K +$23.7K +27 +42%
DF
3946
DNCA Finance
France
$95.8K +$79.1K +90 New
RWS
3947
Retirement Wealth Solutions
Wisconsin
$94.4K -$5.27K -6 -6%
SSG
3948
Summit Securities Group
New York
$93.7K -$983K -1,119 -93%
DFC
3949
DB Fitzpatrick & Co
Idaho
$93.7K – – –
HAP
3950
Harbor Asset Planning
Massachusetts
$93.4K – – –
156 157
158
159 160