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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
2551
Peterson Wealth Advisors
Utah
$649K -$20.8K -30 -3%
WF
2552
WinCap Financial
Massachusetts
$648K +$633K +914 New
SWA
2553
SOA Wealth Advisors
New York
$647K +$65.8K +95 +12%
LFA
2554
Laraway Financial Advisors
Minnesota
$647K
Capstone Investment Advisors
2555
Capstone Investment Advisors
New York
$647K +$632K +913 New
MF
2556
Manchester Financial
California
$646K -$693 -1 -0.1%
FVWA
2557
Foster Victor Wealth Advisors
South Carolina
$646K +$10.4K +15 +2%
SPW
2558
Signet Private Wealth
Illinois
$645K +$238K +344 +61%
PWA
2559
Physician Wealth Advisors
Utah
$644K +$36K +52 +6%
WSCM
2560
Wellington Shields Capital Management
New York
$642K +$108K +156 +21%
ERWM
2561
Elk River Wealth Management
Colorado
$641K +$107K +155 +21%
WCM
2562
Wedge Capital Management
North Carolina
$641K +$79.7K +115 +15%
PG
2563
Prostatis Group
Maryland
$641K -$62.3K -90 -9%
DW30
2564
Drucker Wealth 3.0
New Jersey
$641K +$34.6K +50 +6%
AI
2565
AXS Investments
New York
$640K -$90K -130 -13%
AWP
2566
Abacus Wealth Partners
California
$640K -$33.9K -49 -5%
ALA
2567
Atlas Legacy Advisors
California
$640K -$103K -149 -14%
WA
2568
Waddell & Associates
Tennessee
$640K +$150K +217 +32%
NCM
2569
Novare Capital Management
North Carolina
$640K -$6.93K -10 -1%
KCP
2570
Kera Capital Partners
California
$639K +$11.8K +17 +2%
GSWA
2571
Good Steward Wealth Advisors
Tennessee
$639K -$48.5K -70 -7%
LEA
2572
Legacy Edge Advisors
New York
$638K -$11.8K -17 -2%
Cohen & Steers
2573
Cohen & Steers
New York
$638K
PCM
2574
PenderFund Capital Management
British Columbia, Canada
$638K +$623K +900 New
FF
2575
Friday Financial
Iowa
$636K