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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
TDB
3726
Thompson David Blair
$241K +$199K +226 New
TAFW
3727
Tred Avon Family Wealth
Maryland
$240K +$198K +225 New
SFC
3728
Summit Financial Consulting
Michigan
$240K +$198K +225 New
FFWM
3729
Future Financial Wealth Management
Ohio
$240K -$17.6K -20 -7%
GA
3730
GoalVest Advisory
New York
$240K +$11.4K +13 +6%
AF
3731
Abound Financial
California
$240K +$176K +200 +800%
CC
3732
Citrine Capital
California
$240K +$198K +225 New
GG
3733
GenWealth Group
New Jersey
$240K +$198K +225 New
Mawer Investment Management
3734
Mawer Investment Management
Alberta, Canada
$240K +$198K +225 New
HA
3735
Helium Advisors
Washington
$239K +$198K +225 New
FWMP
3736
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$239K +$198K +225 New
NEI
3737
Northwest & Ethical Investments
Ontario, Canada
$239K -$326K -371 -62%
BL
3738
BFSG LLC
California
$239K – – –
WCM
3739
Wealthcare Capital Management
Virginia
$239K +$197K +224 New
SWM
3740
Sculati Wealth Management
Michigan
$238K +$237K +270 New
KFS
3741
Kirkwood Financial Services
Texas
$237K +$196K +223 New
FS
3742
Financial Symmetry
North Carolina
$237K +$196K +223 New
SSWM
3743
Strait & Sound Wealth Management
California
$237K +$196K +223 New
GGI
3744
Godsey & Gibb Inc
Virginia
$236K – – –
HTHT
3745
Hemenway Trust Hemenway Trust
New Hampshire
$236K +$195K +222 New
LF
3746
Lee Financial
Texas
$236K +$195K +222 New
OFS
3747
Opus Financial Solutions
Illinois
$236K +$195K +222 New
PFG
3748
Putney Financial Group
California
$236K +$195K +222 New
FWP
3749
Forefront Wealth Partners
Texas
$236K +$194K +221 New
PF
3750
PlanVest Financial
Maryland
$236K +$155K +176 +383%