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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
CTWM
2776
Cherry Tree Wealth Management
Minnesota
$161K
BFP
2777
Briaud Financial Planning
Texas
$161K +$5.04K +13 +3%
RP
2778
Rowlandmiller & Partners
Georgia
$156K
Capstone Investment Advisors
2779
Capstone Investment Advisors
New York
$155K -$223K -575 -57%
BONH
2780
Bank of New Hampshire
New Hampshire
$155K
TCM
2781
Tradewinds Capital Management
Washington
$155K
CIAM
2782
Caitong International Asset Management
Hong Kong
$155K +$166K +427 New
NA
2783
Nordwand Advisors
Pennsylvania
$152K
TC
2784
Trust Company
Kansas
$152K
FFL
2785
Financial Freedom LLC
Ohio
$149K
B
2786
Birchbrook
Maine
$145K
NRWA
2787
North Ridge Wealth Advisors
Oregon
$145K +$155K +400 New
PFT
2788
Providence First Trust
Arizona
$141K +$151K +390 New
BMC
2789
Bear Mountain Capital
Washington
$140K
GC
2790
Globeflex Capital
California
$140K
RWM
2791
Ruedi Wealth Management
Illinois
$139K
DSC
2792
Duncker Streett & Co
Missouri
$139K +$10.5K +27 +8%
M
2793
MOTCO
Texas
$139K -$9.7K -25 -6%
BGAI
2794
Bruce G. Allen Investments
Colorado
$136K -$34.9K -90 -19%
BIA
2795
Bell Investment Advisors
California
$135K +$1.55K +4 +1%
MS
2796
Mizuho Securities
Japan
$134K -$605K -1,560 -81%
SCA
2797
Stuart Chaussee & Associates
California
$134K +$143K +370 New
C
2798
Covestor
United Kingdom
$134K -$6.98K -18 -5%
CCA
2799
Catalyst Capital Advisors
New York
$132K +$121K +313 +626%
CTC
2800
Cetera Trust Company
Minnesota
$130K