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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
PIS
3226
POM Investment Strategies
North Carolina
$286K +$279K +403 New
MPCL
3227
My Personal CFO LLC
Washington
$285K -$6.93K -10 -2%
FFG
3228
Fortress Financial Group
Minnesota
$285K -$84.5K -122 -23%
NA
3229
NWM Advisors
California
$284K
MBC
3230
Michael Brady & Co
Ohio
$283K -$34.6K -50 -11%
WKSWA
3231
White Knight Strategic Wealth Advisors
New Jersey
$283K -$17.3K -25 -6%
SDWIA
3232
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$283K -$4.16K -6 -1%
AF
3233
AGP Franklin
Tennessee
$283K
AFG
3234
Altiora Financial Group
Ohio
$283K
BFA
3235
Benningfield Financial Advisors
California
$283K
B
3236
Birchbrook
Maine
$283K
GIM
3237
Guild Investment Management
California
$283K
IWB
3238
Innovative Wealth Building
Maryland
$283K
NRWA
3239
North Ridge Wealth Advisors
Oregon
$283K
PL
3240
Parthenon LLC
Kentucky
$283K
PG
3241
Proffitt & Goodson
Tennessee
$283K
SFG
3242
Sage Financial Group
Pennsylvania
$283K
SPWG
3243
Sage Private Wealth Group
Illinois
$283K
GCS
3244
Gordian Capital (Singapore)
Singapore
$283K +$270K +390 +3,900%
TCM
3245
TABR Capital Management
California
$283K -$13.9K -20 -5%
LCM
3246
LCM Capital Management
Illinois
$283K +$13.2K +19 +5%
PI
3247
Pachira Investments
California
$283K +$276K +399 New
AAS
3248
Asset Allocation Strategies
Michigan
$282K +$21.5K +31 +8%
BWMG
3249
Barnes Wealth Management Group
California
$282K -$1.39K -2 -0.5%
TB
3250
Terril Brothers
Missouri
$282K +$276K +398 New