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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
EIA
1451
Emerald Investment Advisers
Pennsylvania
$3.51M +$824K +938 +40%
OWM
1452
Orca Wealth Management
Florida
$3.5M – – –
WEG
1453
World Equity Group
Illinois
$3.5M -$3.27M -3,723 -53%
FMN
1454
Financial Management Network
California
$3.5M +$878 +1 +0%
PFM
1455
Patton Fund Management
Texas
$3.5M -$1.42M -1,616 -33%
TLP
1456
Trinity Legacy Partners
Texas
$3.49M +$59.7K +68 +2%
LA
1457
LexAurum Advisors
Kansas
$3.49M -$29K -33 -1%
BCG
1458
BayBridge Capital Group
California
$3.48M -$962K -1,095 -25%
PCG
1459
PFC Capital Group
California
$3.48M -$43.9K -50 -2%
MLIC
1460
Mandatum Life Insurance Company
Finland
$3.47M +$20.2K +23 +0.7%
MCA
1461
MSH Capital Advisors
Arizona
$3.43M -$136K -155 -5%
XF
1462
XML Financial
Maryland
$3.42M -$1.74M -1,982 -38%
ABC
1463
Anchor Bay Capital
California
$3.42M +$3.58M +4,070 New
PWA
1464
Provenance Wealth Advisors
Florida
$3.41M +$6.15K +7 +0.2%
CWM
1465
Circle Wealth Management
New Jersey
$3.4M +$5.27K +6 +0.2%
RWA
1466
Rooted Wealth Advisors
Illinois
$3.4M -$21.1K -24 -0.7%
AWM
1467
Aprio Wealth Management
Georgia
$3.4M +$119K +135 +4%
LAM
1468
L2 Asset Management
Massachusetts
$3.4M -$235K -267 -8%
TIA
1469
Traphagen Investment Advisors
New Jersey
$3.4M -$3.51K -4 -0.1%
MFG
1470
Menard Financial Group
Texas
$3.4M +$2.63K +3 +0.1%
MW
1471
MBL Wealth
North Carolina
$3.39M +$80.8K +92 +3%
SFS
1472
Stiles Financial Services
Minnesota
$3.39M -$22K -25 -0.8%
SIS
1473
Sound Income Strategies
Florida
$3.39M +$137K +156 +5%
WC
1474
Waterloo Capital
Texas
$3.39M +$1.11M +1,263 +66%
EW
1475
Elyxium Wealth
California
$3.38M +$458K +521 +20%
57 58
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60 61