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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
2776
Frazier Financial Advisors
Ohio
$181K
NC
2777
North Capital
Utah
$180K -$5K -15 -3%
IWP
2778
IAG Wealth Partners
Wisconsin
$179K -$1.67K -5 -1%
UFF
2779
USA Financial Formulas
Michigan
$179K -$23.3K -70 -13%
T
2780
Transce3nd
Texas
$178K -$12K -36 -7%
CIA
2781
Cape Investment Advisory
Georgia
$175K +$1.33K +4 +0.9%
WPWM
2782
Western Pacific Wealth Management
Illinois
$175K +$150K +450 New
AWM
2783
AllSquare Wealth Management
New York
$174K
BFP
2784
Briaud Financial Planning
Texas
$173K
CTWM
2785
Cherry Tree Wealth Management
Minnesota
$173K
C
2786
Covestor
United Kingdom
$172K +$12K +36 +9%
PP
2787
PrairieView Partners
Minnesota
$171K
RP
2788
Rowlandmiller & Partners
Georgia
$167K
HFS
2789
Hopwood Financial Services
Virginia
$165K +$333 +1 +0.2%
AT
2790
Avalon Trust
New Mexico
$163K -$33.3K -100 -19%
WBC
2791
West Branch Capital
Massachusetts
$163K +$5.33K +16 +4%
NC
2792
NewSquare Capital
Pennsylvania
$161K +$60.3K +181 +77%
UIA
2793
Ulland Investment Advisors
Minnesota
$161K -$33.3K -100 -19%
BI
2794
Binnacle Investments
Iowa
$160K +$1K +3 +0.7%
FFL
2795
Financial Freedom LLC
Ohio
$159K
B
2796
Birchbrook
Maine
$155K
NRWA
2797
North Ridge Wealth Advisors
Oregon
$155K
AWM
2798
Abound Wealth Management
Tennessee
$155K -$6K -18 -4%
GKIM
2799
GW&K Investment Management
Massachusetts
$155K +$39K +117 +41%
HI
2800
Hoey Investments
Pennsylvania
$153K -$250K -750 -66%