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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
SG
2651
Sharper & Granite
California
$239K +$200K +600 New
IFS
2652
Ifrah Financial Services
Arkansas
$239K -$21.3K -64 -9%
DFA
2653
Delta Financial Advisors
Louisiana
$238K -$13.3K -40 -6%
PWAC
2654
Private Wealth Advisors (California)
California
$237K +$667 +2 +0.3%
CC
2655
Capital Counsel
New York
$237K
AOWM
2656
Alpha Omega Wealth Management
Virginia
$237K -$3.67K -11 -2%
BA
2657
Brightwater Advisory
Florida
$236K +$203K +609 New
BWFA
2658
Baltimore-Washington Financial Advisors
Maryland
$236K -$1.33K -4 -0.7%
TM
2659
TigerOak Management
New Mexico
$235K +$202K +606 New
UAM
2660
Unison Asset Management
Florida
$235K +$202K +606 New
JWM
2661
JGP Wealth Management
Oregon
$235K +$202K +605 New
JE
2662
JMAC Enterprises
Pennsylvania
$234K +$201K +604 New
LWA
2663
Lifelong Wealth Advisors
Minnesota
$234K +$201K +604 New
LWM
2664
LongView Wealth Management
Georgia
$234K +$201K +602 New
RB
2665
Renasant Bank
Mississippi
$234K -$8.67K -26 -4%
BCM
2666
Beddow Capital Management
Wyoming
$233K -$125K -375 -38%
DDPIC
2667
Deroy & Devereaux Private Investment Counsel
Michigan
$233K +$200K +600 New
NLWP
2668
Next Level Wealth Planning
Idaho
$233K -$4K -12 -2%
BRWM
2669
Blue Rock Wealth Management
North Carolina
$233K +$200K +600 New
SRC
2670
Stone Run Capital
New York
$233K +$200K +600 New
TWM
2671
Tolleson Wealth Management
Texas
$233K +$200K +600 New
OL
2672
one8zero8 LLC
North Carolina
$233K -$75.7K -227 -27%
PAW
2673
Plan A Wealth
Nebraska
$233K +$200K +599 New
MW
2674
Maia Wealth
Colorado
$233K +$200K +599 New
MCB
2675
Morton Community Bank
Illinois
$232K +$199K +597 New