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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AGC
1751
August Group Capital
$1.28M +$1.24M +2,238 New
CWA
1752
Clarus Wealth Advisors
Arizona
$1.28M -$179K -322 -14%
BPW
1753
BlueDoor Private Wealth
Massachusetts
$1.28M +$1.24M +2,234 New
SWM
1754
SHP Wealth Management
Massachusetts
$1.28M +$1.24M +2,235 New
LPT
1755
Legacy Private Trust
Wisconsin
$1.28M -$8.34K -15 -0.7%
WFI
1756
West Family Investments
California
$1.28M -$76.7K -138 -6%
TPWA
1757
TRUE Private Wealth Advisors
Oregon
$1.28M -$79.5K -143 -6%
WA1
1758
Wimmer Associates 1
California
$1.27M – – –
LGF
1759
LGT Group Foundation
Liechtenstein
$1.27M -$340K -612 -22%
CCWM
1760
Cassaday & Co Wealth Management
Virginia
$1.27M +$52.2K +94 +4%
WF
1761
WoodTrust Financial
Wisconsin
$1.27M +$888K +1,597 +257%
FFO
1762
Fiduciary Family Office
Florida
$1.27M -$52.8K -95 -4%
CCM
1763
CFO Capital Management
Connecticut
$1.27M +$1.23M +2,215 New
FC
1764
Financial Consulate
Maryland
$1.27M +$12.2K +22 +1%
AIIMS
1765
Analyst IMS Investment Management Services
Israel
$1.27M -$42.8K -77 -3%
RFS
1766
RM Financial Services
Maine
$1.27M +$1.23M +2,213 New
RFA
1767
ROI Financial Advisors
Oregon
$1.27M +$130K +233 +12%
HWM
1768
Horizon Wealth Management
Illinois
$1.26M +$1.11K +2 +0.1%
CCC
1769
Compass Capital Corp
Massachusetts
$1.26M +$80.6K +145 +9%
CHJWM
1770
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.26M -$556 -1 -0%
KG
1771
Kieckhefer Group
Wisconsin
$1.26M +$1.22M +2,200 New
WF
1772
Wayfinding Financial
Washington
$1.26M -$52.8K -95 -4%
CA
1773
Cortland Associates
Missouri
$1.25M -$203K -365 -14%
LA
1774
Latitude Advisors
Florida
$1.25M -$18.9K -34 -2%
SPF
1775
South Plains Financial
Texas
$1.25M -$39.5K -71 -3%
69 70
71
72 73