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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
2551
WNY Asset Management
New York
$652K +$637K +920 New
ORC
2552
O'Rourke & Company
Massachusetts
$652K +$111K +160 +21%
WWG
2553
West Wealth Group
California
$651K +$12.5K +18 +2%
FAG
2554
Fortitude Advisory Group
Washington
$651K +$40.2K +58 +7%
BCI
2555
Blue Capital Inc
Nebraska
$650K +$113K +163 +22%
PWA
2556
Peterson Wealth Advisors
Utah
$649K -$20.8K -30 -3%
WF
2557
WinCap Financial
Massachusetts
$648K +$633K +914 New
SWA
2558
SOA Wealth Advisors
New York
$647K +$65.8K +95 +12%
LFA
2559
Laraway Financial Advisors
Minnesota
$647K – – –
Capstone Investment Advisors
2560
Capstone Investment Advisors
New York
$647K +$632K +913 New
MF
2561
Manchester Financial
California
$646K -$693 -1 -0.1%
FVWA
2562
Foster Victor Wealth Advisors
South Carolina
$646K +$10.4K +15 +2%
SPW
2563
Signet Private Wealth
Illinois
$645K +$238K +344 +61%
PWA
2564
Physician Wealth Advisors
Utah
$644K +$36K +52 +6%
WSCM
2565
Wellington Shields Capital Management
New York
$642K +$108K +156 +21%
ERWM
2566
Elk River Wealth Management
Colorado
$641K +$107K +155 +21%
Wedge Capital Management
2567
Wedge Capital Management
North Carolina
$641K +$79.7K +115 +15%
PG
2568
Prostatis Group
Maryland
$641K -$62.3K -90 -9%
DW30
2569
Drucker Wealth 3.0
New Jersey
$641K +$34.6K +50 +6%
AI
2570
AXS Investments
New York
$640K -$90K -130 -13%
AWP
2571
Abacus Wealth Partners
California
$640K -$33.9K -49 -5%
ALA
2572
Atlas Legacy Advisors
California
$640K -$103K -149 -14%
WA
2573
Waddell & Associates
Tennessee
$640K +$150K +217 +32%
NCM
2574
Novare Capital Management
North Carolina
$640K -$6.93K -10 -1%
KCP
2575
Kera Capital Partners
California
$639K +$11.8K +17 +2%