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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
IHWM
2851
Iron Horse Wealth Management
Iowa
$95.9K +$33.7K +101 +69%
DWM
2852
Darwin Wealth Management
Florida
$95.7K -$14.3K -43 -15%
HFS
2853
Hughes Financial Services
Virginia
$95K – – –
KPP
2854
Kings Path Partners
Texas
$92K – – –
WA
2855
WPG Advisers
Maryland
$91.2K -$3.33K -10 -4%
VT
2856
Volterra Technologies
New York
$91.2K +$78.3K +235 New
WWM
2857
Wolff Wiese Magana
California
$90.8K – – –
CCMI
2858
Creative Capital Management Investments
California
$88.5K – – –
HCM
2859
Horrell Capital Management
Arkansas
$87.7K – – –
MWA
2860
Moser Wealth Advisors
Washington
$85.4K – – –
CYG
2861
Clean Yield Group
Vermont
$84.6K – – –
MSWA
2862
Marshall & Sterling Wealth Advisors
New York
$84.1K -$2K -6 -3%
CH
2863
Canton Hathaway
Rhode Island
$84K – – –
APW
2864
Atlantic Private Wealth
North Carolina
$83.4K +$333 +1 +0.5%
CA
2865
Centerpoint Advisors
Massachusetts
$83K – – –
MMCM
2866
Murphy & Mullick Capital Management
New York
$81.9K – – –
EPIME
2867
Evelyn Partners Investment Management (Europe)
$77.6K -$33.3K -100 -33%
BC
2868
Broadwater Capital
Massachusetts
$77.6K – – –
CCC
2869
Chelsea Counsel Company
California
$77.6K – – –
CAL
2870
Capital Advisors Ltd
Ohio
$77K -$1K -3 -1%
GGI
2871
Godsey & Gibb Inc
Virginia
$74.9K – – –
PWM
2872
Proathlete Wealth Management
Florida
$74.6K +$1.33K +4 +2%
NECFA
2873
New England Capital Financial Advisors
Connecticut
$73.5K – – –
TCM
2874
TruNorth Capital Management
Michigan
$73.4K -$5K -15 -7%
BGAI
2875
Bruce G. Allen Investments
Colorado
$72.6K -$28K -84 -31%