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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
1026
Realta Investment Advisors
Delaware
$429K +$10.4K +88 +3%
APA
1027
American Portfolios Advisors
New York
$427K -$94.1K -794 -19%
BAM
1028
Belpointe Asset Management
Nevada
$427K -$547K -4,613 -58%
SBSB
1029
Sullivan, Bruyette, Speros & Blaney
Virginia
$427K +$2.02K +17 +0.5%
RWP
1030
RWA Wealth Partners
Massachusetts
$427K +$76.6K +646 +24%
CAM
1031
Cozad Asset Management
Illinois
$426K -$42.9K -362 -10%
KFA
1032
Kelleher Financial Advisors
New York
$426K -$28.5K -240 -7%
ACG
1033
Allen Capital Group
Nebraska
$426K -$2.96K -25 -0.7%
QCG
1034
Quadrant Capital Group
Ohio
$426K +$189K +1,594 +90%
SMFS
1035
Squar Milner Financial Services
California
$424K
SVWAG
1036
Sound View Wealth Advisors Group
Georgia
$424K +$474 +4 +0.1%
FMB
1037
Field & Main Bank
Kentucky
$423K +$396K +3,340 New
CG
1038
Cynosure Group
Utah
$417K -$163K -1,379 -29%
PCA
1039
Personal Capital Advisors
California
$417K -$85.7K -723 -18%
AA
1040
AF Advisors
California
$417K
SC
1041
SouthState Corp
Florida
$416K -$11.9K -100 -3%
THWM
1042
Taylor Hoffman Wealth Management
Virginia
$414K -$2.49K -21 -0.6%
ECM
1043
Evergreen Capital Management
Washington
$414K +$37K +312 +11%
PFA
1044
Pathway Financial Advisors
Vermont
$413K
CST
1045
Charles Schwab Trust
Nevada
$412K
Vanguard Capital Wealth Advisors
1046
Vanguard Capital Wealth Advisors
Colorado
$409K +$384K +3,237 New
WP
1047
WMS Partners
Maryland
$408K -$36.2K -305 -9%
HWA
1048
HHM Wealth Advisors
Tennessee
$407K +$5.45K +46 +1%
Twin Tree Management
1049
Twin Tree Management
Texas
$406K +$215K +1,816 +131%
GW
1050
GW & Wade
Massachusetts
$405K +$37.8K +319 +11%