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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
OCM
3651
Osterweis Capital Management
California
$64.5K – – –
BDL
3652
Banque de Luxembourg
Luxembourg
$63.1K -$47.8K -69 -44%
DFC
3653
DB Fitzpatrick & Co
Idaho
$62.3K – – –
WA
3654
Walsh & Associates
Florida
$62.3K +$693 +1 +1%
HAP
3655
Harbor Asset Planning
Massachusetts
$62.1K – – –
IWS
3656
Intentional Wealth Strategies
Colorado
$61.6K +$60.3K +87 New
Loomis, Sayles & Company
3657
Loomis, Sayles & Company
Massachusetts
$59.5K -$21.5K -31 -27%
MWM
3658
Mascoma Wealth Management
New Hampshire
$57.4K – – –
RWM
3659
Raffa Wealth Management
District of Columbia
$57.4K +$15.2K +22 +37%
HWP
3660
Highline Wealth Partners
California
$56.1K +$18K +26 +49%
MWA
3661
Merkkuri Wealth Advisors
New York
$55.9K +$54.7K +79 New
DCM
3662
Dorato Capital Management
Colorado
$55.6K – – –
SFG
3663
Strive Financial Group
Indiana
$55K – – –
FNWA
3664
Financial Network Wealth Advisors
Utah
$53.8K – – –
ACM
3665
Accent Capital Management
Ohio
$53.8K +$27K +39 +105%
AI
3666
Atomic Invest
New York
$53.7K +$4.85K +7 +10%
TIM
3667
Thompson Investment Management
Wisconsin
$53.1K – – –
Simplex Trading
3668
Simplex Trading
Illinois
$53.1K +$51.9K +75 New
HHGA
3669
Halbert Hargrove Global Advisors
California
$52.7K – – –
SC
3670
Steph & Co
Wisconsin
$52.4K -$1.39K -2 -3%
SIP
3671
Sellwood Investment Partners
Oregon
$52.4K – – –
MAM
3672
Marquette Asset Management
Minnesota
$51K +$9.7K +14 +24%
AEPWM
3673
Atlantic Edge Private Wealth Management
Florida
$49.6K +$3.46K +5 +8%
EWM
3674
Evolution Wealth Management
Florida
$49.6K +$35.3K +51 +268%
CIEC
3675
Crédit Industriel et Commercial
France
$47.5K +$46.4K +67 New