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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
2126
SkyOak Wealth
Michigan
$337K -$23.2K -67 -6%
SWIM
2127
Smallwood Wealth Investment Management
New Jersey
$337K – – –
LIA
2128
Lynx Investment Advisory
District of Columbia
$336K +$350K +1,010 New
BWP
2129
Balboa Wealth Partners
Arizona
$335K +$60.7K +175 +21%
CP
2130
Castleview Partners
Texas
$335K -$35K -101 -9%
TWA
2131
Tandem Wealth Advisors
Arizona
$335K -$3.12K -9 -0.9%
JC
2132
JB Capital
Connecticut
$335K -$47.9K -138 -12%
UF
2133
Univest Financial
Pennsylvania
$335K -$693 -2 -0.2%
SRC
2134
Shufro Rose & Co
New York
$335K – – –
AIFAIM
2135
American Institute for Advanced Investment Management
Arizona
$335K +$24.3K +70 +7%
NAM
2136
NTV Asset Management
West Virginia
$335K -$693 -2 -0.2%
CFA
2137
CWS Financial Advisors
Michigan
$334K – – –
QC
2138
QCM Cayman
Texas
$334K +$347K +1,002 New
LWA
2139
Ledgewood Wealth Advisors
New Hampshire
$333K – – –
MIM
2140
Merrion Investment Management
New Jersey
$333K – – –
MWA
2141
Miller Wealth Advisors
Colorado
$333K – – –
PWP
2142
Private Wealth Partners
California
$333K – – –
SC
2143
Shay Capital
New York
$333K +$347K +1,000 New
AF
2144
Apexium Financial
Texas
$333K -$26K -75 -7%
CCG
2145
Ceeto Capital Group
Florida
$333K – – –
DCM
2146
Delta Capital Management
New Jersey
$333K +$347K +1,000 New
CA
2147
Crane Advisory
California
$333K – – –
OL
2148
Optas LLC
Texas
$333K +$21.8K +63 +7%
HKIMG
2149
Hutchens & Kramer Investment Management Group
Indiana
$333K -$15.3K -44 -4%
AGWCA
2150
Annis Gardner Whiting Capital Advisors
Florida
$332K -$10.4K -30 -3%
84 85
86
87 88