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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
GWP
726
Gateway Wealth Partners
Wisconsin
$2.81M +$27.4K +123 +1%
FBC
727
Fairfield, Bush & Co
Connecticut
$2.81M +$1.06M +4,749 +71%
MCM
728
MV Capital Management
Maryland
$2.8M -$64K -287 -2%
FSA
729
Financial Sense Advisors
California
$2.8M -$33.4K -150 -1%
PWA
730
Providence Wealth Advisors
Illinois
$2.8M -$70.9K -318 -3%
MYLI
731
Meiji Yasuda Life Insurance
Japan
$2.8M +$200K +895 +9%
CCM
732
Coldstream Capital Management
Washington
$2.8M -$261K -1,172 -9%
FTDI
733
First Trust Direct Indexing
Massachusetts
$2.79M +$21.9K +98 +0.9%
EFS
734
Essex Financial Services
Connecticut
$2.77M -$228K -1,024 -8%
CA
735
Cambridge Advisors
Nebraska
$2.77M -$192K -863 -7%
CRI
736
Commonwealth Retirement Investments
Virginia
$2.77M +$53.1K +238 +2%
GCL
737
Gouws Capital LLC
North Carolina
$2.77M +$237K +1,065 +10%
GC
738
Gould Capital
Washington
$2.75M +$4.68K +21 +0.2%
EIP
739
Ellis Investment Partners
Pennsylvania
$2.75M -$58.4K -262 -2%
LFAS
740
Level Four Advisory Services
Texas
$2.75M +$892 +4 +0%
SA
741
Strategic Advisors
New York
$2.74M -$1.34K -6 -0.1%
SG
742
StoneX Group
New York
$2.74M +$140K +629 +6%
SCM
743
Schnieders Capital Management
California
$2.73M +$1.11K +5 +0%
FWP
744
FAS Wealth Partners
Kansas
$2.73M +$79.2K +355 +3%
MA
745
Modus Advisors
Minnesota
$2.73M +$79.6K +357 +3%
DCM
746
Donaldson Capital Management
Indiana
$2.73M -$31.2K -140 -1%
MWM
747
Modera Wealth Management
New Jersey
$2.73M +$1.69M +7,568 +215%
RCM
748
Regency Capital Management
Hawaii
$2.73M +$2.47M +11,087 New
SDIC
749
South Dakota Investment Council
South Dakota
$2.72M -$245K -1,100 -9%
HT
750
Heritage Trust
Oklahoma
$2.72M +$393K +1,763 +19%
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