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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
1301
Carnegie Investment Counsel
Ohio
$1.84M +$206K +482 +14%
TYCC
1302
Texas Yale Capital Corp
Florida
$1.84M +$54.2K +127 +3%
PWG
1303
Portside Wealth Group
Utah
$1.83M -$316K -741 -16%
BAM
1304
Byrne Asset Management
New Jersey
$1.83M -$45.7K -107 -3%
IRAG
1305
Investment Research & Advisory Group
Georgia
$1.83M +$1.62M +3,785 +10,814%
SB
1306
Strategic Blueprint
Georgia
$1.83M +$69.2K +162 +4%
CV
1307
Counterweight Ventures
North Carolina
$1.82M -$183K -428 -10%
SC
1308
SouthState Corp
Florida
$1.82M -$105K -246 -6%
SCM
1309
Sterling Capital Management
North Carolina
$1.82M -$158K -371 -9%
SFG
1310
SNS Financial Group
Minnesota
$1.81M +$20.5K +48 +1%
PCG
1311
Prosperity Consulting Group
Maryland
$1.81M +$246K +577 +18%
SRA
1312
Secured Retirement Advisors
Minnesota
$1.81M -$89.2K -209 -5%
WEG
1313
World Equity Group
Illinois
$1.81M +$44.4K +104 +3%
EW
1314
Evoke Wealth
California
$1.81M +$143K +334 +10%
PMSA
1315
Patrick M. Sweeney & Associates
Illinois
$1.81M – – –
CIM
1316
CIM Investment Management
Pennsylvania
$1.81M -$1.66M -3,879 -51%
CNFG
1317
Creegan & Nassoura Financial Group
New Hampshire
$1.8M – – –
CFG
1318
Copley Financial Group
California
$1.8M – – –
LF
1319
Lantz Financial
Illinois
$1.8M +$161K +378 +11%
NQWM
1320
Northwest Quadrant Wealth Management
Oregon
$1.8M -$38K -89 -2%
SFA
1321
Souders Financial Advisors
Ohio
$1.8M -$87.5K -205 -5%
RP
1322
Rice Partnership
Hawaii
$1.8M -$61.9K -145 -4%
AWMT
1323
AAFMAA Wealth Management & Trust
North Carolina
$1.8M -$83.7K -196 -5%
RT
1324
Rockland Trust
Massachusetts
$1.8M – – –
TFA
1325
Transamerica Financial Advisors
Florida
$1.79M -$153K -359 -9%
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