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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
OLVIG
2476
Oliver Lagore Vanvalin Investment Group
Michigan
$53.6K -$6.49K -25 -12%
PWMG
2477
Private Wealth Management Group
New Jersey
$50K +$43.8K +169 New
LF
2478
Lee Financial
Texas
$49.4K +$3.11K +12 +8%
CAL
2479
Capital Advisors Ltd
Ohio
$49K
HFS
2480
HBC Financial Services
Washington
$49K
CWM
2481
Compass Wealth Management
Connecticut
$48.8K
GWSA
2482
Global Wealth Strategies & Associates
Colorado
$48.5K
AFWM
2483
Abich Financial Wealth Management
Virginia
$48.5K +$42.5K +164 New
S
2484
Sachetta
Massachusetts
$48.2K +$42.3K +163 New
WAM
2485
WFA Asset Management
Wisconsin
$48.1K -$2.33K -9 -5%
HH
2486
HWG Holdings
Texas
$47.9K
CB
2487
Centennial Bank
Arkansas
$46.7K +$7K +27 +21%
Kayne Anderson Rudnick Investment Management
2488
Kayne Anderson Rudnick Investment Management
California
$46.5K +$9.6K +37 +31%
MWM
2489
Mascoma Wealth Management
New Hampshire
$45.8K
RA
2490
Rational Advisors
New York
$45.8K
PPC
2491
Park Place Capital
Alabama
$45.5K -$24.1K -93 -38%
PO
2492
Private Ocean
California
$45.5K
AWM
2493
Abound Wealth Management
Tennessee
$44.8K +$259 +1 +0.7%
FPF
2494
First Pacific Financial
Washington
$44.1K
SWC
2495
Spectrum Wealth Counsel
Indiana
$43.8K +$38.4K +148 New
DPW
2496
DiNuzzo Private Wealth
Pennsylvania
$40.5K +$35.5K +137 New
MFT
2497
Moisand Fitzgerald Tamayo
Florida
$40.2K
SR
2498
Syntax Research
Florida
$39.9K
AEPWM
2499
Atlantic Edge Private Wealth Management
Florida
$39.6K +$34.8K +134 New
FFO
2500
Fortitude Family Office
Arizona
$39.3K +$34.5K +133 New