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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
OCM
2826
Objective Capital Management
Ohio
$462K +$48.5K +70 +12%
GP
2827
GLR Partners
Maryland
$461K +$451K +651 New
MP
2828
McDonald Partners
Ohio
$460K – – –
GAM
2829
GEM Asset Management
Michigan
$460K – – –
AWG
2830
Altus Wealth Group
Colorado
$460K +$59.6K +86 +15%
GFG
2831
Grantvest Financial Group
New Jersey
$459K +$5.54K +8 +1%
FP
2832
Financial Perspectives
Minnesota
$459K – – –
PWA
2833
Phoenix Wealth Advisors
North Carolina
$459K – – –
CFP
2834
Cascade Financial Partners
California
$458K -$62.3K -90 -12%
RW
2835
Rede Wealth
Virginia
$458K – – –
SW
2836
Solidarity Wealth
Utah
$458K +$34.6K +50 +8%
WCP
2837
Wealthcare Capital Partners
Pennsylvania
$457K – – –
SI
2838
Saxon Interests
Texas
$457K -$1.36M -1,963 -75%
SWM
2839
Shrier Wealth Management
California
$456K +$83.8K +121 +23%
OC
2840
Optima Capital
Oregon
$454K +$1.39K +2 +0.3%
IA
2841
Invested Advisors
Pennsylvania
$454K +$18K +26 +4%
PGAM
2842
Princeton Global Asset Management
New Jersey
$453K +$1.39K +2 +0.3%
RWI
2843
Red Wave Investments
Pennsylvania
$451K -$6.23K -9 -1%
OFW
2844
Omnia Family Wealth
Florida
$451K -$159K -230 -27%
AWA
2845
Aletheian Wealth Advisors
Washington
$451K +$441K +636 New
LWA
2846
Lifelong Wealth Advisors
Minnesota
$450K +$693 +1 +0.2%
UW
2847
Unique Wealth
Florida
$450K +$27K +39 +7%
FWP
2848
Flatrock Wealth Partners
California
$449K +$21.5K +31 +5%
Private Management Group
2849
Private Management Group
California
$448K -$36K -52 -8%
MWM
2850
Meritas Wealth Management
California
$448K – – –