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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
OL
3076
Owen LaRue
Kentucky
$525K -$7.91K -9 -2%
EIA
3077
Edgemoor Investment Advisors
Maryland
$525K +$43.9K +50 +11%
CWM
3078
Cherrydale Wealth Management
New Jersey
$525K +$878 +1 +0.2%
AC
3079
AWM Capital
Arizona
$524K +$23.7K +27 +6%
JBA
3080
Johnson Bixby & Associates
Washington
$524K -$1.76K -2 -0.4%
AWA
3081
Amplius Wealth Advisors
Pennsylvania
$524K +$432K +492 New
BAM
3082
Blueshift Asset Management
New Jersey
$522K -$707K -805 -62%
NC
3083
North Capital
Utah
$522K – – –
TCM
3084
TD Capital Management
Tennessee
$519K -$55.3K -63 -11%
PPC
3085
Pennington Partners & Co
Maryland
$519K +$36.9K +42 +9%
NF
3086
Napier Financial
Massachusetts
$518K – – –
WP
3087
WealthShield Partners
North Carolina
$518K -$588K -669 -58%
CG
3088
CFO4Life Group
Texas
$518K +$2.63K +3 +0.6%
BFWA
3089
Benchmark Financial Wealth Advisors
Florida
$517K -$34.3K -39 -7%
TIM
3090
Tortoise Investment Management
New York
$517K +$17.6K +20 +4%
WFP
3091
Wrenne Financial Planning
Kentucky
$516K – – –
AI
3092
Axecap Investments
Ohio
$515K +$87.8K +100 +26%
SJL
3093
Shayne & Jacobs LLC
Tennessee
$515K +$878 +1 +0.2%
Betterment LLC
3094
Betterment LLC
New York
$513K -$14.1K -16 -3%
SFA
3095
Seneca Financial Advisors
New York
$513K – – –
JRPIM
3096
Journey Retirement Planning & Investment Management
Idaho
$512K +$98.4K +112 +30%
WCG
3097
Weaver Consulting Group
California
$511K -$33.4K -38 -7%
CFG
3098
Carter Financial Group
Illinois
$511K -$2.63K -3 -0.6%
FCA
3099
Fortis Capital Advisors
Kansas
$509K +$6.15K +7 +1%
AC
3100
Asio Capital
Kentucky
$508K -$78.2K -89 -16%