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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
3976
Carolina Wealth Advisors
South Carolina
$27.7K – – –
SC
3977
Swan Capital
Florida
$26.6K – – –
IA
3978
Icon Advisers
Colorado
$26.6K +$22K +25 New
BIM
3979
Breakwater Investment Management
Washington
$25.6K +$1.76K +2 +9%
BDL
3980
Banque de Luxembourg
Luxembourg
$23.4K -$58.9K -67 -75%
ECA
3981
Elevated Capital Advisors
Utah
$23.4K – – –
HIA
3982
HFM Investment Advisors
New Jersey
$22.4K +$8.79K +10 +91%
BCM
3983
Blume Capital Management
California
$21.3K -$8.79K -10 -33%
ECM
3984
Estabrook Capital Management
New York
$21.3K – – –
GPFA
3985
Game Plan Financial Advisors
Ohio
$21.3K – – –
STB
3986
S&T Bank
Pennsylvania
$21.3K – – –
NWM
3987
Nova Wealth Management
Florida
$20.2K +$16.7K +19 New
VFM
3988
Vision Financial Markets
Connecticut
$20.2K – – –
LD
3989
Lipe & Dalton
New York
$20K – – –
MIM
3990
Marshall Investment Management
Colorado
$19.2K +$2.63K +3 +20%
PAP
3991
Persistent Asset Partners
Hong Kong
$19.2K +$15.8K +18 New
JFG
3992
JDM Financial Group
Texas
$18.1K – – –
GSEP
3993
Golden State Equity Partners
California
$17K -$7.06M -8,038 -100%
RGC
3994
Regents Gate Capital
United Kingdom
$16K -$21.9M -24,935 -100%
MAFA
3995
MJT & Associates Financial Advisory
Minnesota
$14.9K – – –
PSFG
3996
Park Square Financial Group
Georgia
$13.8K -$2.63K -3 -19%
FW
3997
Fairway Wealth
Ohio
$12.8K -$575K -654 -98%
PS
3998
PayPay Securities
Japan
$12.8K – – –
HIW
3999
Holos Integrated Wealth
Pennsylvania
$12.2K – – –
SA
4000
Strategic Advocates
Utah
$11.7K +$7.91K +9 +450%
158 159
160
161 162