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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CPIG
1801
Chicago Partners Investment Group
Illinois
$277K -$1.89K -9 -0.7%
SPWM
1802
Spartan Planning & Wealth Management
North Carolina
$277K +$261K +1,243 New
HA
1803
Herold Advisors
New York
$275K +$28.5K +136 +12%
CWM
1804
Cordatus Wealth Management
Pennsylvania
$275K -$41.9K -200 -14%
AC
1805
ASB Consultores
Florida
$275K +$629 +3 +0.2%
SCA
1806
Sandy Cove Advisors
Massachusetts
$275K +$47.6K +227 +23%
DCM
1807
Deuterium Capital Management
Florida
$273K -$215K -1,024 -45%
EA
1808
Eclectic Associates
California
$273K -$73.4K -350 -22%
RCG
1809
Resource Consulting Group
Florida
$273K – – –
BA
1810
Bridgewater Advisors
New York
$273K +$4.4K +21 +2%
BFG
1811
Beacon Financial Group
Texas
$273K +$15.5K +74 +6%
HGERS
1812
Householder Group Estate & Retirement Specialist
Arizona
$273K +$51.8K +247 +25%
DWM
1813
Drive Wealth Management
Utah
$273K +$53.5K +255 +26%
HC
1814
HNP Capital
New York
$272K -$419K -1,997 -62%
VRM
1815
Vectors Research Management
New York
$272K -$419K -1,997 -62%
MSE
1816
MUFG Securities EMEA
United Kingdom
$271K -$29.4K -140 -10%
PWM
1817
Paulson Wealth Management
Illinois
$271K -$5.24K -25 -2%
OWM
1818
OneAscent Wealth Management
Alabama
$271K -$4.2K -20 -2%
CCC
1819
Chelsea Counsel Company
California
$271K – – –
WF
1820
WoodTrust Financial
Wisconsin
$271K – – –
MWA
1821
Meridian Wealth Advisors
Texas
$270K +$31.5K +150 +14%
JIC
1822
Joel Isaacson & Co
New York
$269K +$419 +2 +0.2%
GP
1823
Greenline Partners
New York
$268K – – –
CCM
1824
Canal Capital Management
Virginia
$268K +$7.76K +37 +3%
PWMG
1825
Pinnacle Wealth Management Group
Michigan
$267K – – –
71 72
73
74 75