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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
GAA
1776
Guardian Asset Advisors
Pennsylvania
$751K -$2K -6 -0.3%
HGWM
1777
Horst & Graben Wealth Management
Oregon
$751K -$2.67K -8 -0.4%
WA
1778
Wealth Alliance
New York
$750K +$102K +307 +19%
FFG
1779
Fiduciary Financial Group
California
$748K +$286K +857 +81%
TPA
1780
Trivium Point Advisory
Connecticut
$748K +$366K +1,099 +133%
MSR
1781
Main Street Research
Connecticut
$748K -$32.2M -96,636 -98%
BFC
1782
Bedel Financial Consulting
Indiana
$747K -$8.33K -25 -1%
PFGIA
1783
Patriot Financial Group Insurance Agency
Massachusetts
$745K +$3.67K +11 +0.6%
CMTU
1784
Capital Markets Trading (UK)
United Kingdom
$743K +$638K +1,914 New
BCG
1785
Breakwater Capital Group
New Jersey
$743K +$24.3K +73 +4%
TWM
1786
Thrive Wealth Management
Pennsylvania
$739K +$5K +15 +0.8%
LJHT
1787
Laurie J. Hall Trustee
$739K -$277K -830 -30%
BAM
1788
Bosun Asset Management
Illinois
$738K -$49.7K -149 -7%
FMTC
1789
Farmers & Merchants Trust Company
California
$736K +$632K +1,897 New
BWA
1790
BlueSky Wealth Advisors
North Carolina
$734K -$17.3K -52 -3%
JCM
1791
J2 Capital Management
Michigan
$734K +$222K +667 +55%
OWA
1792
Opal Wealth Advisors
New York
$732K +$60K +180 +11%
CWM
1793
Centurion Wealth Management
Virginia
$731K +$24.3K +73 +4%
CAM
1794
Carret Asset Management
New York
$730K -$3.33K -10 -0.5%
ACM
1795
AlphaStar Capital Management
North Carolina
$730K +$627K +1,880 New
GAMC
1796
Garner Asset Management Corp
Texas
$727K -$139K -417 -18%
ML
1797
McAdam LLC
Pennsylvania
$727K +$9.67K +29 +2%
PWM
1798
Pines Wealth Management
North Carolina
$726K +$97.3K +292 +19%
FWP
1799
Firethorn Wealth Partners
Georgia
$725K +$333 +1 +0.1%
CIP
1800
Capital Insight Partners
Arizona
$725K -$16.7K -50 -3%
70 71
72
73 74