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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
YAL
4001
Your Advocates Ltd
Texas
$37.3K – – –
SFCL
4002
Strengthening Families & Communities LLC
Massachusetts
$36.4K +$2.63K +3 +10%
AIM
4003
Axiom Investment Management
New York
$36.2K +$29.9K +34 New
PWS
4004
Peterson Wealth Services
Utah
$34.1K – – –
NWMP
4005
Noble Wealth Management PBC
Colorado
$34.1K -$7.03K -8 -20%
MTC
4006
Matrix Trust Company
Colorado
$33K +$13.2K +15 +94%
RWM
4007
Raffa Wealth Management
District of Columbia
$28.8K -$47.4K -54 -67%
DRP
4008
Decker Retirement Planning
Utah
$28.8K +$19.3K +22 +440%
CWA
4009
Carolina Wealth Advisors
South Carolina
$27.7K – – –
SC
4010
Swan Capital
Florida
$26.6K – – –
IA
4011
Icon Advisers
Colorado
$26.6K +$22K +25 New
BIM
4012
Breakwater Investment Management
Washington
$25.6K +$1.76K +2 +9%
BDL
4013
Banque de Luxembourg
Luxembourg
$23.4K -$58.9K -67 -75%
ECA
4014
Elevated Capital Advisors
Utah
$23.4K – – –
HIA
4015
HFM Investment Advisors
New Jersey
$22.4K +$8.79K +10 +91%
BCM
4016
Blume Capital Management
California
$21.3K -$8.79K -10 -33%
ECM
4017
Estabrook Capital Management
New York
$21.3K – – –
GPFA
4018
Game Plan Financial Advisors
Ohio
$21.3K – – –
STB
4019
S&T Bank
Pennsylvania
$21.3K – – –
NWM
4020
Nova Wealth Management
Florida
$20.2K +$16.7K +19 New
VFM
4021
Vision Financial Markets
Connecticut
$20.2K – – –
LD
4022
Lipe & Dalton
New York
$20K – – –
MIM
4023
Marshall Investment Management
Colorado
$19.2K +$2.63K +3 +20%
PAP
4024
Persistent Asset Partners
Hong Kong
$19.2K +$15.8K +18 New
JFG
4025
JDM Financial Group
Texas
$18.1K – – –
159 160
161
162 163