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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
UF
2101
Univest Financial
Pennsylvania
$369K -$6.71K -21 -2%
NAM
2102
NTV Asset Management
West Virginia
$369K +$639 +2 +0.2%
WIM
2103
WealthPlan Investment Management
Nebraska
$369K +$37.1K +116 +13%
SRC
2104
Shufro Rose & Co
New York
$368K +$33.6K +105 +12%
CFA
2105
CWS Financial Advisors
Michigan
$368K -$11.5K -36 -3%
SNBOSCI
2106
Security National Bank of Sioux City Iowa
Iowa
$368K +$52.7K +165 +20%
SAM
2107
S.A. Mason
Michigan
$368K +$959 +3 +0.3%
GSWM
2108
Greenup Street Wealth Management
Michigan
$366K -$76.1K -238 -19%
CAM
2109
Cubic Asset Management
Massachusetts
$366K – – –
ERWM
2110
Elk River Wealth Management
Colorado
$366K – – –
LWA
2111
Ledgewood Wealth Advisors
New Hampshire
$366K – – –
MWA
2112
Miller Wealth Advisors
Colorado
$366K – – –
PWP
2113
Private Wealth Partners
California
$366K +$32K +100 +11%
MIM
2114
Merrion Investment Management
New Jersey
$366K +$320K +1,000 New
CB
2115
Cadence Bank
Mississippi
$366K – – –
IWA
2116
Icon Wealth Advisors
Texas
$366K +$22.1K +69 +7%
CCG
2117
Ceeto Capital Group
Florida
$366K -$320K -1,000 -50%
AWM
2118
Accel Wealth Management
Iowa
$365K +$23K +72 +8%
OQS
2119
Occudo Quantitative Strategies
Florida
$364K -$3.38M -10,581 -91%
SIM
2120
SSI Investment Management
California
$363K -$4.47K -14 -1%
TCG
2121
Transcendent Capital Group
Oklahoma
$362K -$279K -874 -47%
UFF
2122
USA Financial Formulas
Michigan
$361K -$97.2K -304 -24%
HT
2123
Headlands Technologies
Illinois
$360K +$30K +94 +11%
DWM
2124
Dogwood Wealth Management
Kansas
$359K +$34.8K +109 +13%
LS
2125
Livforsakringsbolaget Skandia
Sweden
$357K – – –
83 84
85
86 87