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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
2226
Oakmont Investment Advisors
Pennsylvania
$924K +$693 +1 +0.1%
SLC
2227
Second Line Capital
Louisiana
$924K +$68.6K +99 +11%
SCP
2228
Sivia Capital Partners
California
$924K -$290K -419 -24%
AC
2229
AXQ Capital
New Jersey
$922K +$902K +1,302 New
AW
2230
Alchemi Wealth
Connecticut
$922K -$693 -1 -0.1%
DF
2231
Donoghue Forlines
Massachusetts
$922K -$2.04M -2,944 -69%
MIM
2232
Merrion Investment Management
New Jersey
$921K – – –
WRPWM
2233
Werba Rubin Papier Wealth Management
California
$920K +$309K +446 +52%
MWS
2234
MFA Wealth Services
California
$920K -$29.8K -43 -3%
EFP
2235
Elser Financial Planning
Indiana
$920K – – –
AAS
2236
Annex Advisory Services
Wisconsin
$919K +$114K +165 +15%
SCA
2237
Sandy Cove Advisors
Massachusetts
$918K +$11.8K +17 +1%
BAM
2238
Blueshift Asset Management
New Jersey
$917K +$230K +332 +34%
XPN
2239
XY Planning Network
Montana
$917K +$130K +188 +18%
SAM
2240
S.A. Mason
Michigan
$917K – – –
FAOAI
2241
Fund Advisors of America Inc
Florida
$917K +$16.6K +24 +2%
IA
2242
Insight Advisors
Pennsylvania
$914K -$13.2K -19 -1%
BWM
2243
Birchcreek Wealth Management
Ohio
$914K +$105K +151 +13%
DWM
2244
Daner Wealth Management
Georgia
$912K -$256K -370 -27%
AIM
2245
Athena Investment Management
California
$912K -$124K -179 -12%
MWP
2246
Madison Wealth Partners
Wisconsin
$911K +$256K +370 +40%
TWM
2247
Tripletail Wealth Management
Florida
$908K -$213K -308 -20%
WIM
2248
Warwick Investment Management
Texas
$906K +$22.2K +32 +3%
IIC
2249
Integrated Investment Consultants
Michigan
$904K +$53.3K +77 +6%
BAG
2250
Bridgewealth Advisory Group
California
$903K +$9K +13 +1%
88 89
90
91 92