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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
M
2126
MOTCO
Texas
$12K – – –
RI
2127
Rinkey Investments
California
$12K +$10.9K +54 New
MFT
2128
Moisand Fitzgerald Tamayo
Florida
$11K -$70.7K -351 -87%
KFS
2129
Kelly Financial Services
Massachusetts
$11K – – –
RCM
2130
Raleigh Capital Management
North Carolina
$9K +$8.66K +43 New
RCM
2131
Regency Capital Management
Hawaii
$9K +$8.66K +43 New
TIM
2132
Tevis Investment Management
Texas
$9K +$8.66K +43 New
MIM
2133
Meridiem Investment Management
United Kingdom
$8K – – –
TCM
2134
TD Capital Management
Tennessee
$8K – – –
CWM
2135
Curi Wealth Management
North Carolina
$8K +$7.85K +39 New
RK
2136
Rather & Kittrell
Tennessee
$8K +$8.05K +40 New
LWA
2137
Lenox Wealth Advisors
New York
$7K +$3.02K +15 +75%
AWM
2138
Atticus Wealth Management
Florida
$6K -$4.23K -21 -41%
MIM
2139
Macroview Investment Management
Maryland
$6K – – –
SC
2140
Schubert & Co
Texas
$6K +$6.24K +31 New
LFG
2141
Leverty Financial Group
Wisconsin
$6K +$6.44K +32 New
TAM
2142
Tucker Asset Management
Colorado
$5.98K +$5.84K +29 New
TFM
2143
TFC Financial Management
Massachusetts
$5K – – –
CAC
2144
Core Alternative Capital
Georgia
$5K +$4.43K +22 New
FCG
2145
Financial Connections Group
California
$5K +$5.64K +28 New
AWM
2146
Activest Wealth Management
Florida
$4K -$2.21K -11 -37%
CWA
2147
Clearview Wealth Advisors
Oregon
$4K – – –
AWA
2148
Aquire Wealth Advisors
Utah
$4K +$3.62K +18 New
RIM
2149
Rockbridge Investment Management
New York
$3K – – –
IRAG
2150
Investment Research & Advisory Group
Georgia
$2K – – –
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