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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
PP
2576
Patron Partners
Texas
$220K +$1.43K +4 +0.6%
PS
2577
Planned Solutions
California
$219K – – –
S
2578
SharpePoint
Arizona
$218K +$253K +710 New
LJAC
2579
L.J. Altfest & Co
New York
$218K +$1.07K +3 +0.5%
CCM
2580
Colorado Capital Management
Colorado
$218K +$236K +662 New
VWM
2581
Vigilare Wealth Management
Arizona
$218K – – –
WWG
2582
West Wealth Group
California
$217K +$7.48K +21 +3%
DAM
2583
Doheny Asset Management
California
$217K +$13.2K +37 +6%
FEG
2584
Financial Enhancement Group
Indiana
$217K -$356 -1 -0.1%
AF
2585
Aldebaran Financial
$216K +$3.92K +11 +2%
TBT
2586
Texas Bank & Trust
Texas
$216K +$6.41K +18 +3%
PCH
2587
PGIM Custom Harvest
New Jersey
$216K +$16.7K +47 +8%
VBFP
2588
Valtinson Bruner Financial Planning
Minnesota
$216K -$8.9K -25 -4%
UPS
2589
UHLMANN PRICE SECURITIES
Illinois
$216K – – –
OFS
2590
OMC Financial Services
New York
$216K – – –
AWG
2591
Altus Wealth Group
Colorado
$216K +$1.43K +4 +0.6%
CFGA
2592
Cambridge Financial Group (Arizona)
Arizona
$216K – – –
DFA
2593
Delta Financial Advisors
Louisiana
$215K – – –
NIA
2594
NIA Impact Advisors
California
$215K – – –
ME
2595
McIlrath & Eck
Washington
$215K -$111K -312 -32%
GAM
2596
GEM Asset Management
Michigan
$214K +$356 +1 +0.2%
AFM
2597
Aspetuck Financial Management
Connecticut
$214K – – –
BPFA
2598
Barnes Pettey Financial Advisors
Mississippi
$214K – – –
OF
2599
Optimize Financial
California
$214K +$8.55K +24 +4%
NJBEST
2600
New Jersey Better Educational Savings Trust
New Jersey
$213K – – –