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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RCG
2176
Regatta Capital Group
California
$538K -$35K -82 -7%
SI
2177
Severin Investments
Missouri
$538K +$98.2K +230 +26%
CWR
2178
Chico Wealth RIA
California
$538K +$85.8K +201 +22%
GCA
2179
Gradient Capital Advisors
California
$537K -$3.42K -8 -0.7%
RA
2180
Rational Advisors
New York
$535K -$474K -1,111 -50%
WP
2181
WealthShield Partners
North Carolina
$535K +$7.68K +18 +2%
AWC
2182
Adamsbrown Wealth Consultants
Kansas
$535K +$22.2K +52 +5%
AAS
2183
Annex Advisory Services
Wisconsin
$535K -$8.96K -21 -2%
MA
2184
Maxele Advisors
Missouri
$535K -$5.98K -14 -1%
CFGSD
2185
Compass Financial Group (South Dakota)
South Dakota
$535K -$8.96K -21 -2%
SCM
2186
Spring Capital Management
Texas
$534K – – –
GM
2187
GeoWealth Management
Illinois
$534K +$75.6K +177 +19%
LWANC
2188
Laurel Wealth Advisors (North Carolina)
North Carolina
$533K – – –
FFG
2189
Fiduciary Financial Group
California
$532K -$341K -799 -42%
CBT
2190
CoreFirst Bank & Trust
Kansas
$530K -$8.54K -20 -2%
KTM
2191
Keeler Thomas Management
Utah
$530K -$23.1K -54 -5%
MA
2192
MJP Associates
Connecticut
$529K +$58.9K +138 +14%
FCM
2193
Firestone Capital Management
Florida
$528K -$128K -300 -21%
FSC
2194
Full Sail Capital
Oklahoma
$528K +$2.56K +6 +0.5%
HCM
2195
Hengehold Capital Management
Ohio
$526K +$4.7K +11 +1%
BOSSRA
2196
B.O.S.S. Retirement Advisors
Utah
$525K -$105K -247 -18%
SW
2197
SkyOak Wealth
Michigan
$525K – – –
CFIA
2198
Cantor Fitzgerald Investment Advisors
New York
$525K – – –
RCWM
2199
Royal Capital Wealth Management
Indiana
$525K – – –
OIS
2200
Okabena Investment Services
Minnesota
$525K +$2.13K +5 +0.5%
86 87
88
89 90