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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CHJWM
1676
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.77M -$42.2K -61 -3%
JWBC
1677
J.W. Burns & Co
New York
$1.76M -$277K -400 -14%
AFO
1678
Arrowroot Family Office
California
$1.76M -$85.2K -123 -5%
BCA
1679
Bay Colony Advisors
Massachusetts
$1.75M +$6.93K +10 +0.4%
TLA
1680
Tanglewood Legacy Advisors
Texas
$1.75M – – –
HBT
1681
Hills Bank & Trust
Iowa
$1.75M -$177K -255 -9%
GTWM
1682
Global Trust Wealth Management
Florida
$1.75M -$342K -494 -17%
TFA
1683
Transamerica Financial Advisors
Florida
$1.74M -$612K -883 -26%
WWM
1684
Whalen Wealth Management
Nevada
$1.74M -$47.8K -69 -3%
BWM
1685
Bluebird Wealth Management
Massachusetts
$1.74M +$1.71M +2,462 New
SAM
1686
Sompo Asset Management
Japan
$1.74M +$55.4K +80 +3%
MW
1687
Marble Wealth
Alabama
$1.74M -$975K -1,407 -36%
PF
1688
Prosperitas Financial
California
$1.74M – – –
T
1689
Tidemark
California
$1.74M -$85.2K -123 -5%
LWP
1690
LFG Wealth Partners
Kentucky
$1.74M +$110K +159 +7%
WLIM
1691
White Lighthouse Investment Management
Massachusetts
$1.74M -$15.2K -22 -0.9%
EGA
1692
E&G Advisors
Texas
$1.74M +$3.46K +5 +0.2%
BHPW
1693
Beverly Hills Private Wealth
California
$1.73M +$127K +183 +8%
RIA
1694
Realta Investment Advisors
Delaware
$1.73M -$253K -366 -13%
BWP
1695
BSW Wealth Partners
Colorado
$1.73M +$22.9K +33 +1%
KIM
1696
Kestra Investment Management
Texas
$1.73M -$180K -260 -10%
LCM
1697
Leisure Capital Management
California
$1.73M +$4.16K +6 +0.2%
SFA
1698
Souders Financial Advisors
Ohio
$1.73M -$382K -551 -18%
AWA
1699
Arbor Wealth Advisors
Michigan
$1.73M – – –
PWP
1700
Perfromance Wealth Partners
Illinois
$1.73M +$112K +162 +7%
66 67
68
69 70