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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
TFS
2801
truNorth Financial Services
Pennsylvania
$478K -$17.3K -25 -4%
HWP
2802
Hibernia Wealth Partners
Louisiana
$478K +$45K +65 +11%
HI
2803
Human Investing
Oregon
$478K +$12.5K +18 +3%
TWA
2804
Tandem Wealth Advisors
Arizona
$477K -$183K -264 -28%
LJAC
2805
L.J. Altfest & Co
New York
$476K +$465K +671 New
BPFA
2806
Barnes Pettey Financial Advisors
Mississippi
$475K – – –
TC
2807
Tannin Capital
North Carolina
$475K +$4.16K +6 +0.9%
LFG
2808
Leverty Financial Group
Wisconsin
$474K – – –
LHP
2809
Lexington Hill Partners
Texas
$474K +$61.6K +89 +15%
Orgel Wealth Management
2810
Orgel Wealth Management
Wisconsin
$472K +$45K +65 +11%
EWA
2811
Eagle Wealth Advisors
Connecticut
$472K +$6.23K +9 +1%
FW
2812
Fairway Wealth
Ohio
$472K +$461K +666 New
PWP
2813
Ponta Wealth Partners
Florida
$471K +$107K +154 +30%
BCMLT
2814
Beacon Capital Management LLC (Tennessee)
Tennessee
$471K +$693 +1 +0.2%
London & Capital Asset Management
2815
London & Capital Asset Management
United Kingdom
$469K -$520K -751 -53%
NFA
2816
Northwest Financial Advisors
Virginia
$468K – – –
CF
2817
Cyr Financial
Illinois
$467K -$105K -152 -19%
TWP
2818
Tower Wealth Partners
Pennsylvania
$467K -$125K -181 -22%
KA
2819
KDT Advisors
New York
$465K – – –
VBFP
2820
Valtinson Bruner Financial Planning
Minnesota
$465K +$24.9K +36 +6%
C1AG
2821
Client 1st Advisory Group
Florida
$465K -$6.93K -10 -2%
RH
2822
RFG Holdings
Texas
$465K +$1.39K +2 +0.3%
OFS
2823
OMC Financial Services
New York
$464K – – –
CAM
2824
Claret Asset Management
Quebec, Canada
$464K -$4.16K -6 -0.9%
YWS
2825
Yarger Wealth Strategies
Ohio
$462K -$2.77K -4 -0.6%