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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
BA
3001
Baugh & Associates
Georgia
$286K
DC
3002
Dorval Corp
Minnesota
$286K
JGIA
3003
Jackson Grant Investment Advisers
Connecticut
$286K
LWMI
3004
Landmark Wealth Management (Illinois)
Illinois
$286K
ACA
3005
Adirondack Capital Advisors
New York
$286K +$278K +500 New
MWM
3006
Maimon Wealth Management
Israel
$286K +$278K +500 New
AWA
3007
Archvest Wealth Advisors
California
$286K +$13.9K +25 +5%
OGF
3008
Orin Green Financial
California
$286K
AWAP
3009
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$284K
BC
3010
Brio Consultants
California
$284K +$275K +495 New
MWM
3011
MOKAN Wealth Management
Kansas
$283K +$12.8K +23 +5%
AWM
3012
Abound Wealth Management
Tennessee
$283K +$26.7K +48 +11%
EPI
3013
Eddie Patel Inc
Illinois
$283K +$274K +493 New
FWM
3014
FMB Wealth Management
California
$282K
BOPW
3015
Brandywine Oak Private Wealth
Pennsylvania
$282K
GCM
3016
Gladius Capital Management
Illinois
$282K +$274K +493 New
SWM
3017
Steinberganna Wealth Management
New York
$282K +$274K +493 New
DWM
3018
Ducere Wealth Management
California
$282K +$273K +492 New
MAM
3019
Marotta Asset Management
Virginia
$281K
OAP
3020
One Advisory Partners
Kansas
$281K +$273K +491 New
SPI
3021
Sutton Place Investors
New York
$280K +$7.78K +14 +3%
RIG
3022
Renaissance Investment Group
Massachusetts
$280K -$13.9K -25 -5%
PWP
3023
Prasad Wealth Partners
Ohio
$279K +$556 +1 +0.2%
MFWP
3024
Mosaic Family Wealth Partners
Missouri
$279K -$556 -1 -0.2%
VMMC
3025
V.M. Manning & Co
South Carolina
$278K +$270K +485 New