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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
IWA
2651
Inspirion Wealth Advisors
Illinois
$229K
WC
2652
Waterloo Capital
Texas
$229K +$245K +632 New
PCA
2653
Peddock Capital Advisors
Massachusetts
$229K
BIG
2654
Bush Investment Group
Georgia
$229K
TWA
2655
Talisman Wealth Advisors
New Jersey
$228K -$7.37K -19 -3%
BW
2656
BXM Wealth
Colorado
$228K +$244K +629 New
SWTS
2657
Stonehaven Wealth & Tax Solutions
Wisconsin
$228K +$244K +629 New
ACP
2658
Aveo Capital Partners
Colorado
$227K -$11.6K -30 -5%
BMM
2659
Buffington Mohr McNeal
Idaho
$227K
SIC
2660
Sterling Investment Counsel
New York
$227K -$161K -415 -40%
OF
2661
Optimize Financial
California
$226K +$242K +624 New
NBT
2662
Northwest Bank & Trust
Iowa
$226K
IWS
2663
Integrity Wealth Solutions
Colorado
$225K
RWI
2664
Red Wave Investments
Pennsylvania
$225K
DAM
2665
Doheny Asset Management
California
$225K
BLAM
2666
Bourne Lent Asset Management
New York
$224K
SFS
2667
Strategic Financial Services
New York
$223K
PPC
2668
Pennington Partners & Co
Maryland
$223K +$238K +614 New
WCP
2669
Wealthcare Capital Partners
Pennsylvania
$223K +$238K +614 New
SL
2670
Salomon & Ludwin
Virginia
$223K
CC
2671
Capital Counsel
New York
$222K
MFWP
2672
Mosaic Family Wealth Partners
Missouri
$222K +$237K +611 New
SA
2673
Strategic Advocates
Utah
$222K +$237K +611 New
SP
2674
Symmetry Partners
Connecticut
$221K -$72.1K -186 -23%
BWFA
2675
Baltimore-Washington Financial Advisors
Maryland
$221K