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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
RBFC
1201
Roman Butler Fullerton & Co
Missouri
$664K +$31.4K +149 +4%
CWM
1202
Circle Wealth Management
New Jersey
$662K +$5.9K +28 +0.8%
PWMAG
1203
Pinnacle Wealth Management Advisory Group
New Jersey
$662K +$73.3K +348 +10%
SIM
1204
Sentry Investment Management
Wisconsin
$661K -$126K -596 -14%
CWM
1205
Concentric Wealth Management
California
$661K +$63.2K +300 +9%
GCL
1206
Gouws Capital LLC
North Carolina
$659K +$777K +3,688 New
SC
1207
SouthState Corp
Florida
$655K -$24.7K -117 -3%
SB
1208
Strategic Blueprint
Georgia
$655K +$70.6K +335 +10%
CWP
1209
Curated Wealth Partners
California
$655K +$465K +2,206 +152%
SS
1210
Simplicity Solutions
Minnesota
$654K +$213K +1,009 +38%
JWCA
1211
J.W. Coons Advisors
Ohio
$651K -$10.5K -50 -1%
PWSG
1212
Pacific Wealth Strategies Group
California
$650K -$1.63M -7,740 -68%
PAMG
1213
Patton Albertson Miller Group
Tennessee
$650K -$17.9K -85 -2%
Federated Hermes
1214
Federated Hermes
Pennsylvania
$649K -$244K -1,157 -24%
DIM
1215
Delta Investment Management
California
$649K +$211 +1 +0%
NL
1216
NWAM LLC
Washington
$648K -$33.5K -159 -4%
SHFA
1217
SS&H Financial Advisors
Michigan
$648K -$3.16K -15 -0.4%
VIA
1218
Vident Investment Advisory
Georgia
$646K -$119K -565 -14%
DBIA
1219
Dumont & Blake Investment Advisors
New Jersey
$645K +$6.32K +30 +0.8%
CG
1220
Cynosure Group
Utah
$644K
MSU
1221
Mizuho Securities USA
New York
$641K
MWM
1222
Modera Wealth Management
New Jersey
$639K -$6.53K -31 -0.9%
WLIM
1223
White Lighthouse Investment Management
Massachusetts
$638K -$632 -3 -0.1%
TNB
1224
Thomasville National Bank
Georgia
$638K
TCA
1225
Transcend Capital Advisors
New Jersey
$638K +$35K +166 +5%