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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
OW
1776
Olistico Wealth
Oklahoma
$910K -$140K -328 -15%
EM
1777
Excalibur Management
Massachusetts
$909K -$32K -75 -4%
PWM
1778
Pines Wealth Management
North Carolina
$909K +$34.6K +81 +4%
BAM
1779
Bosun Asset Management
Illinois
$907K
ICP
1780
Impact Capital Partners
Colorado
$907K +$32K +75 +4%
WHC
1781
Wulff, Hansen & Co
California
$904K -$107K -250 -12%
TWM
1782
Thrive Wealth Management
Pennsylvania
$902K -$5.98K -14 -0.7%
OC
1783
Opinicus Capital
Florida
$900K +$94.8K +222 +13%
NCM
1784
Northside Capital Management
Oregon
$899K -$42.7K -100 -5%
CWM
1785
Centurion Wealth Management
Virginia
$898K
CAM
1786
Carret Asset Management
New York
$896K -$1.71K -4 -0.2%
LT
1787
Legacy Trust
Michigan
$894K +$800K +1,873 New
BWP
1788
Baldwin Wealth Partners
Massachusetts
$891K
GAMC
1789
Garner Asset Management Corp
Texas
$890K -$3.84K -9 -0.5%
SFGP
1790
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$889K +$116K +271 +17%
A
1791
AlphaQuest
New York
$889K +$408K +955 +105%
PP
1792
Pacifica Partners
Canada
$888K -$8.11K -19 -1%
CCC
1793
Compass Capital Corp
Massachusetts
$885K +$22.2K +52 +3%
CIP
1794
Capital Insight Partners
Arizona
$885K -$5.98K -14 -0.7%
WP
1795
Westmount Partners
California
$883K -$427 -1 -0.1%
DMBA
1796
Deseret Mutual Benefit Administrators
Utah
$881K -$5.55K -13 -0.7%
Fiera Capital (Canada)
1797
Fiera Capital (Canada)
Quebec, Canada
$880K
SFS
1798
Summit Financial Strategies
Ohio
$880K
LC
1799
Landaas & Company
Wisconsin
$875K +$42.7K +100 +6%
VC
1800
Vicus Capital
Pennsylvania
$873K -$2.56K -6 -0.3%