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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
2126
Lynx Investment Advisory
District of Columbia
$336K +$350K +1,010 New
BWP
2127
Balboa Wealth Partners
Arizona
$335K +$60.7K +175 +21%
CP
2128
Castleview Partners
Texas
$335K -$35K -101 -9%
TWA
2129
Tandem Wealth Advisors
Arizona
$335K -$3.12K -9 -0.9%
JC
2130
JB Capital
Connecticut
$335K -$47.9K -138 -12%
UF
2131
Univest Financial
Pennsylvania
$335K -$693 -2 -0.2%
SRC
2132
Shufro Rose & Co
New York
$335K – – –
AIFAIM
2133
American Institute for Advanced Investment Management
Arizona
$335K +$24.3K +70 +7%
NAM
2134
NTV Asset Management
West Virginia
$335K -$693 -2 -0.2%
CFA
2135
CWS Financial Advisors
Michigan
$334K – – –
QC
2136
QCM Cayman
Texas
$334K +$347K +1,002 New
LWA
2137
Ledgewood Wealth Advisors
New Hampshire
$333K – – –
MIM
2138
Merrion Investment Management
New Jersey
$333K – – –
MWA
2139
Miller Wealth Advisors
Colorado
$333K – – –
PWP
2140
Private Wealth Partners
California
$333K – – –
SC
2141
Shay Capital
New York
$333K +$347K +1,000 New
AF
2142
Apexium Financial
Texas
$333K -$26K -75 -7%
CCG
2143
Ceeto Capital Group
Florida
$333K – – –
DCM
2144
Delta Capital Management
New Jersey
$333K +$347K +1,000 New
CA
2145
Crane Advisory
California
$333K – – –
OL
2146
Optas LLC
Texas
$333K +$21.8K +63 +7%
HKIMG
2147
Hutchens & Kramer Investment Management Group
Indiana
$333K -$15.3K -44 -4%
AGWCA
2148
Annis Gardner Whiting Capital Advisors
Florida
$332K -$10.4K -30 -3%
CCA
2149
Childress Capital Advisors
Texas
$332K -$9.71K -28 -3%
GCP
2150
GSA Capital Partners
United Kingdom
$332K -$63.5K -183 -15%
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