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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
IIA
2926
IPG Investment Advisors
California
$319K -$13.9K -25 -4%
MO
2927
McMillan Office
Michigan
$319K +$309K +556 New
FBT
2928
First Bank & Trust
South Dakota
$318K +$22.8K +41 +8%
BDA
2929
Borer Denton & Associates
Pennsylvania
$317K – – –
CA
2930
Claro Advisors
Massachusetts
$316K +$18.9K +34 +7%
OWA
2931
Octavia Wealth Advisors
Ohio
$316K -$122K -219 -28%
ODIJL
2932
One Day In July LLC
Vermont
$316K – – –
GRQ
2933
Gardner Russo & Quinn
Pennsylvania
$315K -$83.4K -150 -21%
NFTC
2934
North Forty Two & Co
Oregon
$315K – – –
SSI
2935
Scott & Selber Inc
Texas
$315K – – –
WAM
2936
Wakefield Asset Management
Colorado
$315K – – –
BAS
2937
Breakthru Advisory Services
Wisconsin
$315K +$5.56K +10 +2%
BCM
2938
Beddow Capital Management
Wyoming
$315K -$27.8K -50 -8%
HB
2939
Horizon Bancorp
Indiana
$315K +$6.67K +12 +2%
EW
2940
Element Wealth
Mississippi
$315K +$1.11K +2 +0.4%
KW
2941
KWB Wealth
California
$315K +$9.45K +17 +3%
HIS
2942
Harvest Investment Services
Illinois
$315K +$305K +549 New
TCM
2943
TD Capital Management
Tennessee
$315K +$31.1K +56 +11%
CAS
2944
Coppell Advisory Solutions
Texas
$312K -$27.8K -50 -8%
CTWM
2945
Cherry Tree Wealth Management
Minnesota
$312K +$55.6K +100 +22%
GPW
2946
Genesis Private Wealth
Virginia
$312K +$303K +545 New
JPLA
2947
Joseph P. Lucia & Associates
New York
$311K +$50K +90 +20%
WJA
2948
Willis Johnson & Associates
Texas
$311K +$10K +18 +3%
OWM
2949
Omnitrust Wealth Management
Florida
$309K +$300K +539 New
NCM
2950
Nelson Capital Management
California
$308K +$20.6K +37 +7%