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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
PTB
2751
Pioneer Trust Bank
Oregon
$727K
UW
2752
Unique Wealth
Florida
$727K +$42.2K +48 +8%
JWM
2753
Jessup Wealth Management
Ohio
$726K -$3.51K -4 -0.6%
CNWM
2754
Clay Northam Wealth Management
California
$725K
DWM
2755
Dynasty Wealth Management
Florida
$725K +$288K +328 +93%
PWM
2756
Penobscot Wealth Management
Maine
$725K -$878 -1 -0.1%
PCMM
2757
Piedmont Capital Management (Montana)
Montana
$724K
PMA
2758
Prudent Man Advisors
Illinois
$723K
HI
2759
Hoey Investments
Pennsylvania
$723K +$124K +141 +26%
ACP
2760
Aviance Capital Partners
Florida
$723K +$90.5K +103 +18%
IPW
2761
Impact Partnership Wealth
Georgia
$722K +$55.3K +63 +10%
TFS
2762
truNorth Financial Services
Pennsylvania
$722K +$2.63K +3 +0.4%
AWA
2763
Aletheian Wealth Advisors
Washington
$722K +$36.9K +42 +7%
DAM
2764
Doheny Asset Management
California
$721K +$43.9K +50 +8%
BW
2765
Blalock Williams
Alabama
$721K +$79.9K +91 +16%
HI
2766
Human Investing
Oregon
$720K +$1.76K +2 +0.3%
BA
2767
Ballast Advisors
Minnesota
$720K
MP
2768
McDonald Partners
Ohio
$719K +$22K +25 +4%
RFG
2769
REAP Financial Group
Texas
$718K -$248K -282 -29%
NCM
2770
Nelson Capital Management
California
$717K +$119K +135 +25%
LJAC
2771
L.J. Altfest & Co
New York
$715K
BP
2772
Broadleaf Partners
Ohio
$713K -$61.5K -70 -9%
CAG
2773
Centerpoint Advisory Group
Kansas
$713K -$22K -25 -4%
BPFA
2774
Barnes Pettey Financial Advisors
Mississippi
$713K
LFG
2775
Leverty Financial Group
Wisconsin
$713K