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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
DF
2326
Daviman Financial
Indiana
$1.18M -$14.9K -17 -2%
FCM
2327
Family Capital Management
Michigan
$1.18M +$878 +1 +0.1%
SP
2328
Stonebrook Private
Michigan
$1.17M +$43K +49 +5%
CFWMA
2329
Center for Wealth Management Advisory
Ohio
$1.17M – – –
RCWM
2330
Royal Capital Wealth Management
Indiana
$1.17M – – –
CFCI
2331
Comprehensive Financial Consultants Institutional
Indiana
$1.17M -$87.8K -100 -8%
CWMP
2332
Clarion Wealth Managment Partners
Virginia
$1.17M -$22K -25 -2%
3F
2333
360 Financial
Minnesota
$1.17M – – –
PWM
2334
Pathway Wealth Management
Texas
$1.17M – – –
HIA
2335
Highland Investment Advisors
Florida
$1.17M +$961K +1,094 New
CWG
2336
Crown Wealth Group
North Carolina
$1.16M +$25.5K +29 +3%
HEM
2337
Henson-Edgewater Management
Ohio
$1.16M +$93.1K +106 +8%
LWM
2338
LJI Wealth Management
Indiana
$1.16M -$36.9K -42 -4%
LWMNY
2339
Landmark Wealth Management (New York)
New York
$1.16M -$4.39K -5 -0.5%
CGIM
2340
Capital Group Investment Management
Singapore
$1.16M -$2.1M -2,389 -69%
WDG
2341
Wealth Dimensions Group
Ohio
$1.16M +$15.8K +18 +2%
KCM
2342
Kornitzer Capital Management
Kansas
$1.16M -$22K -25 -2%
SA
2343
Sonoma Allocations
California
$1.16M -$66.8K -76 -6%
SWA
2344
Strategies Wealth Advisors
Michigan
$1.16M -$7.03K -8 -0.7%
BTW
2345
Boston Trust Walden
Massachusetts
$1.16M -$38.7K -44 -4%
FI
2346
Finivi Inc
Massachusetts
$1.16M -$50.1K -57 -5%
VPWA
2347
Vestia Personal Wealth Advisors
Indiana
$1.15M +$2.63K +3 +0.3%
DSAM
2348
Dock Street Asset Management
Florida
$1.15M -$3.51K -4 -0.4%
BFPW
2349
BOK Financial Private Wealth
Colorado
$1.15M +$67.6K +77 +8%
AGP
2350
Aspire Growth Partners
Florida
$1.15M +$1.76K +2 +0.2%
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