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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
SCP
1876
Shorepoint Capital Partners
Massachusetts
$280K +$255K +1,170 New
GWM
1877
GSB Wealth Management
Connecticut
$280K +$254K +1,168 New
T
1878
TCWP
Ohio
$280K +$254K +1,168 New
BCG
1879
Breakwater Capital Group
New Jersey
$279K +$254K +1,165 New
JWM
1880
Jessup Wealth Management
Ohio
$278K +$252K +1,159 New
D
1881
Dentgroup
Louisiana
$277K +$218 +1 +0.1%
RCWM
1882
Royal Capital Wealth Management
Indiana
$277K +$252K +1,158 New
EWM
1883
Executive Wealth Management
Michigan
$276K +$251K +1,153 New
EBA
1884
Eagle Bay Advisors
New York
$276K +$38.8K +178 +18%
F
1885
F3Logic
Minnesota
$275K +$249K +1,146 New
GBS
1886
Gallagher Benefit Services
Illinois
$275K +$249K +1,146 New
ETIA
1887
Epic Trust Investment Advisors
Washington
$274K +$249K +1,145 New
BFG
1888
Beacon Financial Group
Texas
$273K +$248K +1,137 New
CCG
1889
Coastwise Capital Group
California
$273K +$248K +1,140 New
SW
1890
SkyOak Wealth
Michigan
$273K +$248K +1,139 New
SIA
1891
Sage Investment Advisers
New York
$272K +$247K +1,135 New
OC
1892
Oakworth Capital
Alabama
$272K -$3.92K -18 -2%
ACM
1893
AUA Capital Management
Pennsylvania
$271K
KAM
1894
KEB Asset Management
Illinois
$271K +$247K +1,133 New
TA
1895
Tiedemann Advisors
New York
$271K +$246K +1,132 New
AWG
1896
Altus Wealth Group
Colorado
$271K -$91.9K -422 -27%
LWM
1897
LJI Wealth Management
Indiana
$269K +$244K +1,122 New
OPTFSNA
1898
Old Point Trust & Financial Services N A
Virginia
$268K +$244K +1,120 New
SCM
1899
Spring Capital Management
Texas
$268K +$244K +1,120 New
BBNA
1900
Bremer Bank National Association
Minnesota
$268K +$243K +1,117 New