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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
Howard Capital Management
1751
Howard Capital Management
Georgia
$1.61M -$1.12M -1,621 -42%
GIA
1752
GHP Investment Advisors
Colorado
$1.61M -$6.93K -10 -0.4%
CPA
1753
Capital Performance Advisors
California
$1.6M +$63.7K +92 +4%
FG
1754
Fiduciary Group
Georgia
$1.6M -$129K -186 -8%
WA1
1755
Wimmer Associates 1
California
$1.6M +$28.4K +41 +2%
RFA
1756
ROI Financial Advisors
Oregon
$1.6M +$33.9K +49 +2%
LPT
1757
Legacy Private Trust
Wisconsin
$1.6M +$18.7K +27 +1%
HAIM
1758
Hunter Associates Investment Management
Pennsylvania
$1.6M +$8.31K +12 +0.5%
FC
1759
Financial Consulate
Maryland
$1.6M +$30.5K +44 +2%
AW
1760
Alteri Wealth
California
$1.6M -$111K -160 -7%
ACGA
1761
Atlanta Consulting Group Advisors
Georgia
$1.6M -$18.7K -27 -1%
SAM
1762
Secure Asset Management
Michigan
$1.6M +$931K +1,344 +148%
KAS
1763
KPP Advisory Services
Kentucky
$1.59M -$7.62K -11 -0.5%
BWS
1764
Buck Wealth Strategies
Colorado
$1.59M -$563K -813 -27%
WETS
1765
Wealth Enhancement Trust Services
South Dakota
$1.58M +$683K +986 +79%
BPW
1766
BlueDoor Private Wealth
Massachusetts
$1.58M -$4.16K -6 -0.3%
FFO
1767
Fiduciary Family Office
Florida
$1.58M +$7.62K +11 +0.5%
WWA
1768
Wealth Watch Advisors
Colorado
$1.58M -$195K -282 -11%
WF
1769
Wayfinding Financial
Washington
$1.57M +$19.4K +28 +1%
WF
1770
WoodTrust Financial
Wisconsin
$1.57M – – –
PHIC
1771
Pine Haven Investment Counsel
Massachusetts
$1.57M -$77.6K -112 -5%
HWM
1772
Horizon Wealth Management
Illinois
$1.57M +$693 +1 +0%
RPCONE
1773
Retirement Planning Company of New England
Rhode Island
$1.56M +$33.9K +49 +2%
KWM
1774
Keebeck Wealth Management
Illinois
$1.56M +$724K +1,046 +90%
CCC
1775
Compass Capital Corp
Massachusetts
$1.56M +$26.3K +38 +2%