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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
BSHC
2601
Breed's Hill Capital
Massachusetts
$243K +$260K +671 New
KW
2602
KWB Wealth
California
$242K – – –
WWMSC
2603
Wagner Wealth Management (South Carolina)
South Carolina
$242K +$10.1K +26 +4%
RWP
2604
Revolve Wealth Partners
New Jersey
$241K +$10.9K +28 +4%
OWP
2605
Obermeyer Wealth Partners
Colorado
$241K -$1.61M -4,156 -86%
KOMWMG
2606
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$241K +$388 +1 +0.2%
PS
2607
Planned Solutions
California
$241K +$1.55K +4 +0.6%
PP
2608
Patron Partners
Texas
$241K +$16.3K +42 +7%
BWG
2609
Boomfish Wealth Group
Georgia
$241K +$35.3K +91 +16%
I
2610
INVST
Indiana
$240K +$4.65K +12 +2%
ATS
2611
Ashton Thomas Securities
New York
$240K +$36.1K +93 +17%
VWM
2612
Vigilare Wealth Management
Arizona
$240K – – –
BCI
2613
Blue Capital Inc
Nebraska
$240K +$256K +661 New
CMS
2614
Capital Market Strategies
Florida
$240K +$3.49K +9 +1%
ATC
2615
Advantage Trust Company
Kansas
$239K – – –
LJAC
2616
L.J. Altfest & Co
New York
$239K +$776 +2 +0.3%
OFS
2617
OMC Financial Services
New York
$238K – – –
UPS
2618
UHLMANN PRICE SECURITIES
Illinois
$238K – – –
CFGA
2619
Cambridge Financial Group (Arizona)
Arizona
$237K -$57.4K -148 -18%
USWIA
2620
UP Strategic Wealth Investment Advisors
Pennsylvania
$237K +$253K +653 New
DFA
2621
Delta Financial Advisors
Louisiana
$237K – – –
GJIA
2622
Glass Jacobson Investment Advisors
Maryland
$236K – – –
NIA
2623
NIA Impact Advisors
California
$236K – – –
AWG
2624
Altus Wealth Group
Colorado
$236K +$388 +1 +0.2%
BPFA
2625
Barnes Pettey Financial Advisors
Mississippi
$236K – – –