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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1776
Langley Wealth Management
Mississippi
$2.28M +$1.88M +2,142 New
WF
1777
Wayfinding Financial
Washington
$2.28M -$72K -82 -4%
GG
1778
Gleason Group
Kentucky
$2.27M +$22.8K +26 +1%
TWM
1779
Thrive Wealth Management
Pennsylvania
$2.27M -$16.7K -19 -0.9%
APA
1780
Astoria Portfolio Advisors
New York
$2.26M +$249K +283 +15%
MIC
1781
Means Investment Company
Maine
$2.26M -$7.91K -9 -0.4%
PHIC
1782
Pine Haven Investment Counsel
Massachusetts
$2.25M -$84.3K -96 -4%
DCM
1783
Davidson Capital Management
Texas
$2.25M +$12.3K +14 +0.7%
AWMT
1784
AAFMAA Wealth Management & Trust
North Carolina
$2.24M -$155K -176 -8%
PWPS
1785
Pinnacle Wealth Planning Services
Ohio
$2.24M -$372K -424 -17%
NAS
1786
NWF Advisory Services
California
$2.23M +$1.76K +2 +0.1%
LOWM
1787
Laurel Oak Wealth Management
New Jersey
$2.23M -$80.8K -92 -4%
CA
1788
Cortland Associates
Missouri
$2.23M +$878 +1 +0%
SIA
1789
Strategic Investment Advisors
Michigan
$2.22M -$85.2K -97 -4%
RPCONE
1790
Retirement Planning Company of New England
Rhode Island
$2.22M -$105K -119 -5%
CAM
1791
Cidel Asset Management
Ontario, Canada
$2.22M -$299K -340 -14%
TCP
1792
TMB Capital Partners
Arkansas
$2.22M -$45.7K -52 -2%
AG
1793
AmeriFlex Group
Nevada
$2.21M +$177K +202 +11%
SF
1794
Symphony Financial
Texas
$2.21M +$683K +777 +59%
RL
1795
Rogco LP
Oklahoma
$2.21M -$382K -435 -17%
IA
1796
Intellus Advisors
Florida
$2.2M -$16.7K -19 -0.9%
HIA
1797
Harbor Investment Advisory
Maryland
$2.19M +$11.4K +13 +0.6%
TFA
1798
Transamerica Financial Advisors
Florida
$2.19M -$358K -407 -17%
DCM
1799
Dudley Capital Management
Virginia
$2.19M – – –
AAG
1800
Asset Advisory Group
New Jersey
$2.19M – – –
70 71
72
73 74