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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
FNA
3276
First National Advisers
Nebraska
$396K +$327K +372 New
PC
3277
Port Capital
Illinois
$396K +$327K +372 New
FH
3278
Financial Harvest
Florida
$396K +$73.8K +84 +29%
PJSIMP
3279
P.J. Schmidt Investment Management (PJS)
Wisconsin
$395K -$83.5K -95 -20%
BWG
3280
Boomfish Wealth Group
Georgia
$395K +$14.9K +17 +5%
MWM
3281
Marietta Wealth Management
Georgia
$395K +$326K +371 New
RCS
3282
R2 Capital Strategies
Nebraska
$394K +$325K +370 New
IAG
3283
Investment Advisory Group
Massachusetts
$394K +$32.5K +37 +11%
BWM
3284
BCO Wealth Management
New Mexico
$394K
MS
3285
Madden Securities
Texas
$394K
NL
3286
Navalign LLC
California
$394K
JEST
3287
JTC Employer Solutions Trustee
Jersey
$394K
EF
3288
Exeter Financial
Arizona
$394K +$878 +1 +0.3%
LI
3289
LVZ Inc
Michigan
$393K +$26.4K +30 +9%
AFS
3290
Access Financial Services
Minnesota
$393K
RI
3291
Ruggiero Investments
Florida
$392K -$7.91K -9 -2%
WA
3292
WESPAC Advisors
California
$392K -$5.27K -6 -2%
TWM
3293
Topsail Wealth Management
North Carolina
$391K +$878 +1 +0.3%
OPW
3294
Oxler Private Wealth
New York
$390K
LBC
3295
Lane Brothers & Co
Arizona
$389K
KWA
3296
Kellett Wealth Advisors
Ohio
$388K +$19.3K +22 +6%
LA
3297
LM Advisors
California
$388K +$94K +107 +41%
BPAMU
3298
BTG Pactual Asset Management US
New York
$388K +$320K +364 New
MFS
3299
Madrona Financial Services
Washington
$387K
SMA
3300
Seven Mile Advisory
New Jersey
$387K -$109K -124 -25%