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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
2976
Darwin Wealth Management
Florida
$118K +$427 +1 +0.4%
BL
2977
BFSG LLC
California
$117K -$19.2K -45 -16%
Optiver Holding
2978
Optiver Holding
Netherlands
$116K +$104K +243 New
CFG
2979
Clayton Financial Group
Missouri
$115K +$102K +240 New
JFA
2980
JNBA Financial Advisors
Minnesota
$114K -$42.7K -100 -29%
KPP
2981
Kings Path Partners
Texas
$113K
PFA
2982
Pathway Financial Advisers
Indiana
$111K +$99.9K +234 New
FLP
2983
Financial Life Planners
Arizona
$110K +$98.2K +230 New
S
2984
Sachetta
Massachusetts
$109K +$29.9K +70 +44%
CCMI
2985
Creative Capital Management Investments
California
$109K
HCM
2986
Horrell Capital Management
Arkansas
$108K
KFP
2987
Kerr Financial Planning
California
$108K +$82.4K +193 New
KFA
2988
Kelleher Financial Advisors
New York
$107K -$355K -831 -79%
M
2989
MOTCO
Texas
$105K
SMFG
2990
Sumitomo Mitsui Financial Group
Japan
$104K +$94.3K +221 New
GGI
2991
Godsey & Gibb Inc
Virginia
$104K +$10.7K +25 +13%
C
2992
Covestor
United Kingdom
$104K -$96.1K -225 -51%
CH
2993
Canton Hathaway
Rhode Island
$104K
MSWA
2994
Marshall & Sterling Wealth Advisors
New York
$104K +$427 +1 +0.5%
CA
2995
Centerpoint Advisors
Massachusetts
$103K
APW
2996
Atlantic Private Wealth
North Carolina
$103K +$427 +1 +0.5%
BC
2997
Broadwater Capital
Massachusetts
$95.4K -$33.1M -77,442 -100%
CCC
2998
Chelsea Counsel Company
California
$95.4K
EPIME
2999
Evelyn Partners Investment Management (Europe)
$95.4K
CAL
3000
Capital Advisors Ltd
Ohio
$95K