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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
GGI
3551
Godsey & Gibb Inc
Virginia
$157K +$4.16K +6 +3%
KFP
3552
Kerr Financial Planning
California
$156K -$693 -1 -0.5%
M
3553
MOTCO
Texas
$156K
APW
3554
Atlantic Private Wealth
North Carolina
$155K
CH
3555
Canton Hathaway
Rhode Island
$154K
MWM
3556
Mosley Wealth Management
California
$153K -$90.7K -131 -29%
CA
3557
Centerpoint Advisors
Massachusetts
$152K
GA
3558
GoalVest Advisory
New York
$150K
MSWA
3559
Marshall & Sterling Wealth Advisors
New York
$149K
EA
3560
Evergreen Advisors
Tennessee
$149K +$145K +210 New
HNW
3561
High Note Wealth
Minnesota
$148K +$6.93K +10 +5%
PP
3562
Paladin Partners
Wisconsin
$147K
MMCM
3563
Murphy & Mullick Capital Management
New York
$143K +$1.39K +2 +1%
HCM
3564
Horrell Capital Management
Arkansas
$142K -$18K -26 -12%
CCC
3565
Chelsea Counsel Company
California
$142K
EPIME
3566
Evelyn Partners Investment Management (Europe)
$142K
S
3567
Sachetta
Massachusetts
$140K +$27K +39 +25%
PWMG
3568
Private Wealth Management Group
New Jersey
$140K +$33.2K +48 +32%
SFAM
3569
Sawyer Falduto Asset Management
Illinois
$138K
RWM
3570
RMG Wealth Management
Wisconsin
$138K
MSFP
3571
Mark Sheptoff Financial Planning
Connecticut
$137K
NWS
3572
Nvest Wealth Strategies
Ohio
$136K +$693 +1 +0.5%
FLP
3573
Financial Life Planners
Arizona
$135K +$132K +191 New
NECFA
3574
New England Capital Financial Advisors
Connecticut
$134K
PWM
3575
Proathlete Wealth Management
Florida
$133K