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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1851
Atticus Wealth Management
Florida
$158K +$7.04K +34 +5%
PB
1852
Pinnacle Bancorp
Nebraska
$157K -$3.1K -15 -2%
PFSC
1853
Peoples Financial Services Corp
Pennsylvania
$156K – – –
PWM
1854
Prentice Wealth Management
New York
$155K +$138K +669 New
EWM
1855
Endurance Wealth Management
Rhode Island
$153K – – –
SCP
1856
Syntal Capital Partners
Texas
$151K -$1.44M -6,946 -91%
HWM
1857
Holloway Wealth Management
Florida
$149K – – –
PCFFS
1858
Pacific Center for Financial Services
California
$149K +$414 +2 +0.3%
ME
1859
McIlrath & Eck
Washington
$142K -$51.8K -250 -29%
AL
1860
ADE LLC
Maryland
$141K – – –
WIM
1861
Westside Investment Management
California
$139K -$20.7K -100 -7%
NL
1862
NVWM LLC
Pennsylvania
$139K -$3.1K -15 -2%
PP
1863
Pacifica Partners
Canada
$137K -$10.4K -50 -8%
MS
1864
Mizuho Securities
Japan
$136K -$31.7K -153 -21%
LSA
1865
Leonteq Securities AG
Switzerland
$136K +$121K +585 New
TI
1866
Truehand Inc
New Hampshire
$134K -$49.3K -238 -29%
LWANC
1867
Laurel Wealth Advisors (North Carolina)
North Carolina
$132K – – –
NFSG
1868
Newbridge Financial Services Group
Florida
$132K +$18.6K +90 +19%
PSB
1869
Piscataqua Savings Bank
New Hampshire
$132K +$118K +571 New
BWP
1870
Baldwin Wealth Partners
Massachusetts
$130K +$38.3K +185 +49%
CFO
1871
CVA Family Office
Colorado
$129K +$44.5K +215 +63%
DI
1872
Disciplined Investments
Oklahoma
$125K – – –
CAM
1873
Close Asset Management
United Kingdom
$125K +$112K +540 New
DWMG
1874
DB Wealth Management Group
California
$117K -$52.4K -253 -33%
MWM
1875
Mascoma Wealth Management
New Hampshire
$117K +$105K +505 New
73 74
75
76 77