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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RZH
1951
Relyea Zuckerberg Hanson
Connecticut
$1.89M +$36K +41 +2%
DI
1952
Diligent Investors
California
$1.89M -$30.7K -35 -2%
VWM
1953
Vigil Wealth Management
Florida
$1.88M +$13.2K +15 +0.9%
TFG
1954
Taylor Financial Group
Virginia
$1.88M – – –
CAC
1955
Core Alternative Capital
Georgia
$1.88M -$11.4K -13 -0.7%
HA
1956
Hamel Associates
New Jersey
$1.88M -$14.1K -16 -0.9%
MWM
1957
Mindset Wealth Management
Indiana
$1.88M +$176K +200 +13%
KA
1958
Kozak & Associates
Colorado
$1.88M +$69.4K +79 +4%
TAM
1959
Townsend Asset Management
North Carolina
$1.87M +$14.9K +17 +1%
CWA
1960
Clarus Wealth Advisors
Arizona
$1.87M -$87.8K -100 -5%
RDWM
1961
Red Door Wealth Management
Tennessee
$1.87M +$87K +99 +6%
WI
1962
WrapManager Inc
California
$1.87M -$84.3K -96 -5%
KWM
1963
KRM Wealth Management
Nevada
$1.87M -$32.5K -37 -2%
FCM
1964
Fortis Capital Management
Washington
$1.87M -$17.6K -20 -1%
FA
1965
Fagan Associates
New York
$1.87M +$123K +140 +9%
AHL
1966
Abel Hall LLC
Louisiana
$1.87M +$16.7K +19 +1%
EAM
1967
Empirical Asset Management
Massachusetts
$1.86M +$171K +195 +13%
CHJWM
1968
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.86M -$37.8K -43 -2%
DE
1969
Defiance ETFs
New York
$1.86M +$257K +293 +18%
TW
1970
Tempo Wealth
Ohio
$1.86M +$284K +323 +23%
TTWM
1971
TCV Trust & Wealth Management
Virginia
$1.86M +$3.51K +4 +0.2%
FWP
1972
Firethorn Wealth Partners
Georgia
$1.86M -$492K -560 -24%
WMA
1973
West Michigan Advisors
Michigan
$1.85M -$3.14M -3,569 -67%
QFA
1974
Quantum Financial Advisors
California
$1.85M +$64.1K +73 +4%
TWP
1975
Triad Wealth Partners
Kansas
$1.85M +$789K +898 +68%
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79
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