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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
3126
Evolution Wealth Management
Florida
$9.07K +$854 +2 +12%
PS
3127
PayPay Securities
Japan
$8.19K +$2.56K +6 +55%
WW
3128
Winnow Wealth
Texas
$8.13K +$4.7K +11 +183%
RTL
3129
Red Tortoise LLC
Georgia
$8.11K – – –
FFA
3130
Frazier Financial Advisors
Ohio
$7.16K -$193K -452 -97%
MAFA
3131
MJT & Associates Financial Advisory
Minnesota
$6.68K +$5.98K +14 New
HIW
3132
Holos Integrated Wealth
Pennsylvania
$6.39K – – –
STB
3133
S&T Bank
Pennsylvania
$6.2K +$1.28K +3 +30%
BC
3134
Bayforest Capital
United Kingdom
$6.2K +$5.55K +13 New
HIA
3135
HFM Investment Advisors
New Jersey
$5.25K – – –
HFS
3136
Horizon Financial Services
North Carolina
$5.25K +$4.27K +10 +1,000%
CNBT
3137
Cornerstone National Bank & Trust
Illinois
$4.29K – – –
DI
3138
DAGCO Inc
Ohio
$3.82K – – –
T
3139
Transce3nd
Texas
$3.73K -$191K -447 -98%
NWM
3140
Nova Wealth Management
Florida
$2.86K – – –
RWPA
3141
Richard W. Paul & Associates
Michigan
$2.86K – – –
ICM
3142
Islay Capital Management
Texas
$2.39K +$1.28K +3 +150%
SA
3143
Seneschal Advisors
Washington
$2.39K +$2.13K +5 New
WA
3144
Westfuller Advisors
New York
$2.39K +$2.13K +5 New
LFA
3145
LGT Financial Advisors
Texas
$1.91K – – –
RPA
3146
Redwood Park Advisors
California
$1.91K – – –
W
3147
WealthCollab
Washington
$1.91K – – –
BGA
3148
Battery Global Advisors
Massachusetts
$1.43K – – –
HFM
3149
Harvest Fund Management
China
$1K -$126K -296 -99%
PP
3150
PFS Partners
New Jersey
$955 +$854 +2 New