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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
PA
3376
PFW Advisors
Georgia
$354K +$11.4K +13 +4%
MWM
3377
Melfa Wealth Management
Massachusetts
$352K
CAM
3378
Capital Asset Management
Colorado
$351K -$216K -246 -43%
AIC
3379
Argus Investors Counsel
New York
$351K -$119K -135 -29%
SA
3380
Stewardship Advisors
Pennsylvania
$351K -$2.63K -3 -0.9%
FA
3381
Fiducient Advisors
Illinois
$351K
GC
3382
Granville Capital
North Carolina
$351K +$26.4K +30 +10%
HSG
3383
Helen Stephens Group
Texas
$351K +$19.3K +22 +7%
LFG
3384
Lazard Frères Gestion
France
$351K
RA
3385
Ruggaard & Associates
Ohio
$350K -$98.4K -112 -25%
ATFA
3386
All Terrain Financial Advisors
Minnesota
$350K
PAG
3387
Powers Advisory Group
Illinois
$350K -$3.51K -4 -1%
OAM
3388
Oberweis Asset Management
Illinois
$350K -$70.3K -80 -20%
BAM
3389
Belleair Asset Management
Florida
$349K
NWP
3390
NerdWallet Wealth Partners
New York
$349K +$1.76K +2 +0.6%
BKA
3391
Brick & Kyle Associates
Pennsylvania
$349K
SFP
3392
Sterling Financial Planning
New Jersey
$348K -$21.1K -24 -7%
TIM
3393
Thor Investment Management
Ohio
$348K +$6.15K +7 +2%
KFG
3394
Kelly Financial Group
Connecticut
$348K +$8.79K +10 +3%
BH
3395
Burk Holdings
Oklahoma
$347K
WTFG
3396
Wood Tarver Financial Group
Idaho
$347K +$11.4K +13 +4%
BCM
3397
BluePath Capital Management
Georgia
$347K +$286K +326 New
QPW
3398
Quantum Private Wealth
Florida
$346K -$36K -41 -11%
HC
3399
Hoese & Co
Minnesota
$346K +$286K +325 New
WA
3400
WP Advisors
California
$346K -$42.2K -48 -13%