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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
GCIM
1876
Gunn & Company Investment Management
Florida
$489K +$311K +897 +157%
DIP
1877
Davis Investment Partners
North Carolina
$488K +$347 +1 +0.1%
HC
1878
Hara Capital
Washington
$488K
SPL
1879
Smart Portfolios LLC
Washington
$488K +$71.1K +205 +16%
MAG
1880
MRA Advisory Group
New Jersey
$488K -$27.4K -79 -5%
PCI
1881
Planning Center Inc
Illinois
$487K
AL
1882
ACAS LLC
California
$487K +$347 +1 +0.1%
FFC
1883
First Financial Corp
Indiana
$486K -$32.2K -93 -6%
DWM
1884
Diversify Wealth Management
Utah
$484K +$530K +1,528 New
FFG
1885
Frisch Financial Group
New York
$484K +$1.04K +3 +0.2%
LI
1886
Lafayette Investments
Maryland
$483K
KWS
1887
Keystone Wealth Services
California
$483K +$270K +780 +117%
AMM
1888
American Money Management
California
$482K -$17K -49 -3%
HCM
1889
Hollencrest Capital Management
California
$482K -$77K -222 -13%
NFG
1890
Nadler Financial Group
Illinois
$482K
RA
1891
Rise Advisors
New York
$481K +$5.89K +17 +1%
MW
1892
MBL Wealth
North Carolina
$481K -$66.9K -193 -12%
WDA
1893
Wendell David Associates
New Hampshire
$481K -$72.8K -210 -13%
NEWAS
1894
N.E.W. Advisory Services
Wisconsin
$481K
VAG
1895
VisionPoint Advisory Group
Texas
$480K -$14.9K -43 -3%
CW
1896
Channel Wealth
California
$480K -$5.2K -15 -1%
SSA
1897
South Street Advisors
New York
$480K
SWM
1898
Seed Wealth Management
Illinois
$480K +$29.5K +85 +6%
FAM
1899
Formidable Asset Management
Ohio
$480K +$41.6K +120 +9%
SAM
1900
Secure Asset Management
Michigan
$479K +$38.5K +111 +8%