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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
2376
Abacus Wealth Partners
California
$418K -$363K -851 -49%
PWM
2377
Partners Wealth Management
California
$418K -$39.7K -93 -10%
FAG
2378
Fortitude Advisory Group
Washington
$418K +$73.9K +173 +25%
CCM
2379
Chiron Capital Management
Florida
$418K -$43.1K -101 -10%
AWM
2380
Adams Wealth Management
Utah
$418K – – –
BW
2381
BIP Wealth
Georgia
$417K +$95.6K +224 +34%
JF
2382
JSF Financial
California
$416K -$3.42K -8 -0.9%
WFAG
2383
Wescott Financial Advisory Group
Pennsylvania
$415K +$5.98K +14 +2%
BWP
2384
Burling Wealth Partners
Illinois
$415K – – –
ECML
2385
Eagle Capital Management (Louisiana)
Louisiana
$415K -$29.5K -69 -7%
CCM
2386
Cullen Capital Management
New York
$415K – – –
WWC
2387
Waypoint Wealth Counsel
Georgia
$414K +$6.83K +16 +2%
CA
2388
Crane Advisory
California
$413K -$25.6K -60 -7%
SPWM
2389
Spartan Planning & Wealth Management
North Carolina
$413K -$11.1K -26 -3%
HAS
2390
Holland Advisory Services
Florida
$412K – – –
MWA
2391
Medallion Wealth Advisors
Connecticut
$412K -$427 -1 -0.1%
MWP
2392
Madison Wealth Partners
Wisconsin
$412K – – –
FC
2393
Financial Council
Maryland
$412K +$5.55K +13 +2%
CJ
2394
Caitlin John
Michigan
$409K -$6.4K -15 -2%
OFW
2395
Omnia Family Wealth
Florida
$409K +$3.42K +8 +0.9%
PWA
2396
Peterson Wealth Advisors
Utah
$409K -$3.84K -9 -1%
PCS
2397
Personal CFO Solutions
New Jersey
$409K +$1.71K +4 +0.5%
OIS
2398
OneAscent Investment Solutions
Alabama
$408K +$26.9K +63 +8%
SPAS
2399
Spectrum Planning & Advisory Services
California
$408K -$107K -250 -23%
BW
2400
BXM Wealth
Colorado
$407K -$8.54K -20 -2%
94 95
96
97 98