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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
IPW
3326
Inlet Private Wealth
Florida
$374K
CFFP
3327
Center for Financial Planning
Michigan
$374K
GJIA
3328
Glass Jacobson Investment Advisors
Maryland
$374K
CC
3329
Centiva Capital
New York
$374K +$44.8K +51 +17%
BSA
3330
Bull Street Advisors
Georgia
$373K
AA
3331
Aufman Associates
Pennsylvania
$373K
CKAIS
3332
Christensen King & Associates Investment Services
Washington
$373K
MCA
3333
Millennium Capital Advisors
Arkansas
$373K
MWC
3334
MBM Wealth Consultants
Missouri
$373K +$160K +182 +108%
NA
3335
N10 Assets
Connecticut
$373K +$307K +350 New
NW
3336
N10 Wealth
Connecticut
$373K +$307K +350 New
EFG
3337
Everest Financial Group
Minnesota
$371K +$47.4K +54 +18%
CL
3338
CIM LLC
New York
$370K +$878 +1 +0.3%
APW
3339
Allied Private Wealth
Florida
$370K +$343K +390 New
CC
3340
Clearwave Capital
California
$369K +$878 +1 +0.3%
HWM
3341
HighMark Wealth Management
Minnesota
$368K
CWMGP
3342
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$367K -$1.27M -1,441 -81%
PCM
3343
Park Capital Management
Wisconsin
$367K +$2.63K +3 +0.9%
SA
3344
Sylvest Advisors
Texas
$366K -$29K -33 -9%
ACA
3345
Aspire Capital Advisors
Washington
$365K +$4.39K +5 +1%
FA
3346
Fedenia Advisers
Wisconsin
$365K -$878 -1 -0.3%
CL
3347
CLG LLC
California
$365K +$301K +343 New
MFP
3348
Meramec Financial Planners
Missouri
$365K
MIC
3349
Meridian Investment Counsel
California
$364K -$43.9K -50 -13%
OWA
3350
Outlook Wealth Advisors
Texas
$364K -$26.4K -30 -8%