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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1776
Beacon Financial Advisory
Ohio
$710K +$7.76K +20 +1%
BWA
1777
BlueSky Wealth Advisors
North Carolina
$704K
UBG
1778
United Bank (Georgia)
Georgia
$704K +$753K +1,942 New
FTUS
1779
Flow Traders U.S.
New York
$704K +$753K +1,942 New
APW
1780
Austin Private Wealth
Texas
$703K +$246K +634 +49%
B
1781
Bensler
Washington
$703K -$36.1K -93 -5%
BMCM
1782
Bryn Mawr Capital Management
Pennsylvania
$702K +$2.33K +6 +0.3%
MYIA
1783
Mount Yale Investment Advisors
Colorado
$701K +$750K +1,933 New
DWM
1784
Diversify Wealth Management
Utah
$699K +$207K +535 +37%
DFG
1785
Delta Financial Group
New Jersey
$699K +$747K +1,927 New
BWP
1786
Baldwin Wealth Partners
Massachusetts
$698K +$68.3K +176 +10%
HGWM
1787
Horst & Graben Wealth Management
Oregon
$698K +$19.4K +50 +3%
TWM
1788
Thrive Wealth Management
Pennsylvania
$697K -$3.49K -9 -0.5%
Harris Associates
1789
Harris Associates
Illinois
$696K +$46.5K +120 +7%
OHWA
1790
Oak Hill Wealth Advisors
Virginia
$696K +$744K +1,919 New
EGWAG
1791
Elwood & Goetz Wealth Advisory Group
Georgia
$695K
EM
1792
Excalibur Management
Massachusetts
$694K -$2.71K -7 -0.4%
GAA
1793
Guardian Asset Advisors
Pennsylvania
$692K
BAM
1794
Blueshift Asset Management
New Jersey
$691K -$964K -2,486 -57%
Two Sigma Investments
1795
Two Sigma Investments
New York
$689K -$5.47M -14,093 -88%
SOW
1796
State of Wyoming
Wyoming
$689K +$534K +1,376 +263%
PWM
1797
Paulson Wealth Management
Illinois
$689K -$81.1K -209 -10%
ZIG
1798
Zullo Investment Group
Pennsylvania
$688K +$51.2K +132 +7%
WFMPM
1799
Woodley Farra Manion Portfolio Management
Indiana
$688K -$26K -67 -3%
AWM
1800
Aprio Wealth Management
Georgia
$687K +$328K +845 +81%