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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
2451
RW Investment Management
Idaho
$1.04M – – –
CVA
2452
Central Valley Advisors
California
$1.04M – – –
GWM
2453
Glass Wealth Management
Texas
$1.04M – – –
SPWG
2454
Syntegra Private Wealth Group
Missouri
$1.04M +$25.5K +29 +3%
SCI
2455
Stableford Capital II
Arizona
$1.04M -$334K -380 -28%
VCM
2456
Vision Capital Management
Oregon
$1.04M +$176K +200 +26%
RCM
2457
Requisite Capital Management
Texas
$1.04M +$75.5K +86 +10%
LIA
2458
Lynx Investment Advisory
District of Columbia
$1.04M -$113K -129 -12%
SLC
2459
Second Line Capital
Louisiana
$1.04M -$58K -66 -6%
BBA
2460
Braun-Bostich & Associates
Pennsylvania
$1.03M -$182K -207 -18%
HIS
2461
Harvest Investment Services
Illinois
$1.03M +$249K +284 +41%
BPC
2462
Bearing Point Capital
Minnesota
$1.03M +$18.4K +21 +2%
TIC
2463
TriCert Investment Counsel
$1.03M +$849K +967 New
DG
2464
Dala Group
Illinois
$1.03M -$66.8K -76 -7%
HP
2465
Holistic Planning
Texas
$1.03M +$66.8K +76 +9%
PWA
2466
Physician Wealth Advisors
Utah
$1.03M +$48.3K +55 +6%
SPW
2467
Signet Private Wealth
Illinois
$1.02M +$41.3K +47 +5%
MWP
2468
Meredith Wealth Planning
Illinois
$1.02M -$19.3K -22 -2%
LPAM
2469
Lodestar Private Asset Management
California
$1.02M -$57.1K -65 -6%
SG
2470
Sienna Gestion
France
$1.02M +$854K +972 New
LCM
2471
Laurion Capital Management
New York
$1.01M -$11.9M -13,549 -93%
AFM
2472
Abbot Financial Management
Massachusetts
$1.01M – – –
RMC
2473
Ring Mountain Capital
California
$1.01M +$5.27K +6 +0.6%
WI
2474
Wedgewood Investors
Pennsylvania
$1.01M +$13.2K +15 +2%
STA
2475
Smith Thornton Advisors
Alabama
$1.01M +$162K +184 +21%
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