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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
HI
1626
Human Investing
Oregon
$227K +$19.7K +116 +10%
CRWM
1627
Castle Rock Wealth Management
California
$227K +$201K +1,184 New
BFPW
1628
BOK Financial Private Wealth
Colorado
$227K +$211K +1,247 New
CCFM
1629
Clear Creek Financial Management
Washington
$227K +$212K +1,248 New
SWM
1630
Stockman Wealth Management
Montana
$227K +$212K +1,248 New
BI
1631
Ballast Inc
Kentucky
$227K +$212K +1,250 New
FNBOO
1632
First National Bank of Omaha
Nebraska
$226K +$210K +1,239 New
CDIA
1633
Capital Directions Investment Advisors
Georgia
$224K – – –
ACA
1634
Anchor Capital Advisors
Massachusetts
$224K +$209K +1,230 New
BL
1635
Balentine LLC
Georgia
$224K +$209K +1,230 New
BFA
1636
Beaumont Financial Advisors
Massachusetts
$223K +$208K +1,227 New
SFP
1637
Sterling Financial Planning
New Jersey
$223K +$208K +1,227 New
BWM
1638
Buckley Wealth Management
Nevada
$222K -$42.4K -250 -17%
SSCA
1639
South Shore Capital Advisors
Massachusetts
$222K +$89K +525 New
CCC
1640
Chelsea Counsel Company
California
$222K +$206K +1,217 New
AWA
1641
ARS Wealth Advisors
Florida
$222K +$207K +1,220 New
GP
1642
Greenline Partners
New York
$221K +$206K +1,214 New
BFG
1643
Berger Financial Group
Minnesota
$220K +$205K +1,206 New
SSW
1644
Smith Shellnut Wilson
Mississippi
$219K -$61.2K -361 -23%
CCP
1645
Cardan Capital Partners
Colorado
$219K +$204K +1,201 New
TA
1646
TruWealth Advisors
Louisiana
$219K +$204K +1,205 New
M
1647
Mirova
France
$219K +$205K +1,206 New
BDWM
1648
Brewin Dolphin Wealth Management
Ireland
$218K – – –
CFAM
1649
Center For Asset Management
Florida
$218K +$203K +1,197 New
GCA
1650
Gradient Capital Advisors
California
$218K +$203K +1,200 New