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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
BFWA
3001
Benchmark Financial Wealth Advisors
Florida
$372K +$49.2K +71 +16%
EF
3002
Entrust Financial
Pennsylvania
$372K -$2.08K -3 -0.6%
MWA
3003
Madson Wealth Advisors
California
$372K +$364K +525 New
IF
3004
Integrity Financial
Wyoming
$372K +$364K +525 New
BFS
3005
BridgePort Financial Solutions
Iowa
$371K +$3.46K +5 +1%
AI
3006
Arvest Investments
Arkansas
$371K +$362K +523 New
Munich Reinsurance
3007
Munich Reinsurance
$370K -$12M -17,386 -97%
WSWA
3008
Warren Street Wealth Advisors
California
$369K +$12.5K +18 +4%
SRC
3009
Sage Rhino Capital
California
$369K -$3.46K -5 -1%
MAM
3010
Mainsail Asset Management
Alabama
$369K +$28.4K +41 +9%
GCM
3011
Gallacher Capital Management
Colorado
$369K – – –
SWM
3012
Shakespeare Wealth Management
Wisconsin
$369K – – –
KHCM
3013
Kirtland Hills Capital Management
Ohio
$368K +$314K +454 New
PP
3014
Patron Partners
Texas
$368K – – –
KCM
3015
Kendall Capital Management
Maryland
$368K -$11.1K -16 -3%
CWIG
3016
Chung Wu Investment Group
Texas
$368K +$360K +520 New
MCB
3017
Morton Community Bank
Illinois
$368K – – –
PCM
3018
Passive Capital Management
Maryland
$368K +$7.62K +11 +2%
OWA
3019
Octavia Wealth Advisors
Ohio
$367K -$26.3K -38 -7%
IWM
3020
IMG Wealth Management
Florida
$367K -$8.31K -12 -2%
CWA
3021
CogentBlue Wealth Advisors
Tennessee
$367K – – –
WCG
3022
Weaver Consulting Group
California
$367K +$9K +13 +3%
TPWA
3023
Twin Peaks Wealth Advisors
California
$367K +$33.2K +48 +10%
BDFN
3024
Bond & Devick Financial Network
Minnesota
$366K +$23.5K +34 +7%
IWP
3025
Invenio Wealth Partners
Florida
$366K +$358K +517 New