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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
FWP
1726
Firethorn Wealth Partners
Georgia
$723K +$2.07K +6 +0.3%
AIM
1727
Athena Investment Management
California
$722K -$29.4K -85 -4%
RW
1728
REDW Wealth
New Mexico
$721K -$32.8K -95 -5%
SGI
1729
Summit Global Investments
Utah
$721K +$39.7K +115 +7%
FFG
1730
Fiduciary Financial Group
California
$721K +$14.8K +43 +2%
HTIM
1731
Harbour Trust & Investment Management
Indiana
$719K -$42.1K -122 -6%
OCM
1732
Objective Capital Management
Ohio
$717K +$633K +1,832 New
MHWM
1733
Montz Harcus Wealth Management
Louisiana
$714K -$17.6K -51 -3%
CMAI
1734
Capital Management Associates Inc
Minnesota
$713K -$3.8K -11 -0.6%
FBB
1735
Fulton Breakefield Broenniman
Maryland
$713K -$17.3K -50 -3%
AFC
1736
AFT Forsyth & Company
Florida
$710K – – –
TA
1737
TFG Advisers
Michigan
$709K +$1.04K +3 +0.2%
CWM
1738
Centurion Wealth Management
Virginia
$708K +$625K +1,810 New
PP
1739
Pacifica Partners
Canada
$707K +$9.67K +28 +2%
MA
1740
McBroom & Associates
Nevada
$706K – – –
TFG
1741
Taylor Financial Group
Virginia
$706K – – –
WKWM
1742
Walter & Keenan Wealth Management
Indiana
$705K +$1.73K +5 +0.3%
Harris Associates
1743
Harris Associates
Illinois
$704K – – –
GS
1744
GTS Securities
Florida
$701K +$240K +695 +63%
BWM
1745
Benchmark Wealth Management
Connecticut
$698K – – –
LA
1746
Lakeside Advisors
Washington
$698K +$345 +1 +0.1%
FC
1747
FCA Corp
Texas
$697K +$201K +582 +49%
LF
1748
LifeSteps Financial
California
$696K – – –
SMH
1749
Sanders Morris Harris
Texas
$694K – – –
SFG
1750
Sovereign Financial Group
Connecticut
$694K -$17.6K -51 -3%