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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
NG
2651
Norden Group
Utah
-$291K -1,065 Closed
CA
2652
Calton & Associates
Florida
-$286K -1,047 Closed
I
2653
InceptionR
California
-$280K -1,025 Closed
JF
2654
JSF Financial
California
-$279K -1,022 Closed
QAM
2655
Q3 Asset Management
Michigan
-$261K -958 Closed
Legacy Financial Group (Iowa)
2656
Legacy Financial Group (Iowa)
Iowa
-$261K -956 Closed
CF
2657
Convergence Financial
Missouri
-$260K -953 Closed
WRM
2658
Weybosset Research & Management
Rhode Island
-$259K -950 Closed
SCG
2659
Sonata Capital Group
Washington
-$250K -916 Closed
PI
2660
PFG Investments
New York
-$236K -865 Closed
F4L
2661
Fortune 45 LLC
Louisiana
-$226K -828 Closed
TA
2662
Trellis Advisors
Washington
-$226K -828 Closed
SWP
2663
Strategic Wealth Partners
Ohio
-$225K -825 Closed
KFGK
2664
Keystone Financial Group (Kentucky)
Kentucky
-$221K -808 Closed
CF
2665
Clarity Financial
Texas
-$216K -793 Closed
LC
2666
Lavaca Capital
Texas
-$216K -790 Closed
Cohen & Steers
2667
Cohen & Steers
New York
-$213K -781 Closed
VC
2668
Vicus Capital
Pennsylvania
-$210K -771 Closed
LW
2669
Linscomb Wealth
Texas
-$207K -758 Closed
TWP
2670
Total Wealth Planning
Ohio
-$204K -748 Closed
HCM
2671
Hall Capital Management
Rhode Island
-$203K -745 Closed
BS
2672
Bessemer Securities
New York
-$174K -639 Closed
SFCL
2673
Strengthening Families & Communities LLC
Massachusetts
-$137K -503 Closed
RTC
2674
Riverview Trust Company
Washington
-$132K -485 Closed
BFP
2675
Briaud Financial Planning
Texas
-$118K -433 Closed