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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HHCP
2051
Hilton Head Capital Partners
South Carolina
$1.14M +$11.1K +16 +1%
FWA
2052
FSM Wealth Advisors
Ohio
$1.14M +$693 +1 +0.1%
MSFS
2053
Main Street Financial Solutions
Pennsylvania
$1.14M +$461K +666 +71%
RCM
2054
Raleigh Capital Management
North Carolina
$1.14M -$29.1K -42 -3%
PWP
2055
Pursue Wealth Partners
California
$1.13M – – –
WMG
2056
WESCAP Management Group
California
$1.13M – – –
GPWM
2057
Grant Private Wealth Management
California
$1.13M +$168K +242 +18%
CNB
2058
Camden National Bank
Maine
$1.13M -$26.3K -38 -2%
VNA
2059
Valley National Advisers
Pennsylvania
$1.13M +$13.9K +20 +1%
MHR
2060
Matthew Hamilton Rosenberg
$1.13M -$2.77K -4 -0.3%
TP
2061
Thayer Partners
Pennsylvania
$1.13M -$34.6K -50 -3%
FFG
2062
Frisch Financial Group
New York
$1.13M -$31.2K -45 -3%
WG
2063
Wellington Group
Indiana
$1.13M +$186K +269 +20%
RMAM
2064
Raab & Moskowitz Asset Management
New Jersey
$1.12M -$51.9K -75 -5%
DE
2065
Defiance ETFs
New York
$1.12M +$1.1M +1,586 New
PUI
2066
Purpose Unlimited Inc
$1.12M -$67.2K -97 -6%
AA
2067
Acorns Advisers
California
$1.12M +$92.1K +133 +9%
CPC
2068
Congress Park Capital
New York
$1.12M +$177K +255 +19%
LSWP
2069
Liberty Square Wealth Partners
Pennsylvania
$1.12M -$35.3K -51 -3%
JC
2070
JB Capital
Connecticut
$1.12M +$139K +200 +14%
ABWM
2071
Alpine Bank Wealth Management
Colorado
$1.12M -$4.16K -6 -0.4%
GI
2072
Gradient Investments
Minnesota
$1.12M -$122K -176 -10%
MCP
2073
Mirador Capital Partners
California
$1.11M +$81K +117 +8%
HFM
2074
Hartford Funds Management
Pennsylvania
$1.11M -$965K -1,393 -47%
CAM
2075
CenterStar Asset Management
Illinois
$1.11M +$1.09M +1,572 New
81 82
83
84 85