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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
RZH
1876
Relyea Zuckerberg Hanson
Connecticut
$613K +$41.9K +108 +7%
PWM
1877
Peterson Wealth Management
Nevada
$612K +$31.8K +82 +5%
TFA
1878
Trinity Financial Advisors
Ohio
$612K
HFBOT
1879
Home Federal Bank of Tennessee
Tennessee
$611K
FC
1880
FCA Corp
Texas
$611K
WFI
1881
West Family Investments
California
$609K -$8.14K -21 -1%
EA
1882
Everpar Advisors
Oklahoma
$609K +$70.2K +181 +12%
BOJHT
1883
Bank of Jackson Hole Trust
Wyoming
$609K +$651K +1,678 New
KWM
1884
Kaydan Wealth Management
Michigan
$608K
RA
1885
Rational Advisors
New York
$608K +$599K +1,545 +1,188%
SWP
1886
Summit Wealth Partners
Florida
$607K -$3.88K -10 -0.6%
ARG
1887
Advisory Resource Group
Oklahoma
$607K
CLP
1888
Charis Legacy Partners
Texas
$606K +$648K +1,670 New
RIP
1889
Reliant Investment Partners
North Carolina
$606K +$648K +1,670 New
YIA
1890
YHB Investment Advisors
Connecticut
$604K -$19.4K -50 -3%
JWM
1891
Jeppson Wealth Management
California
$603K +$388 +1 +0.1%
SSW
1892
Smith Shellnut Wilson
Mississippi
$603K +$43K +111 +7%
SPF
1893
South Plains Financial
Texas
$602K +$644K +1,660 New
OPPS
1894
Obsidian Personal Planning Solutions
Maryland
$602K +$27.9K +72 +5%
DI
1895
Disciplined Investors
Texas
$602K +$644K +1,660 New
USB
1896
Union Savings Bank
Connecticut
$601K -$19K -49 -3%
RCA
1897
Ranch Capital Advisors
Florida
$601K +$776 +2 +0.1%
GAM
1898
Gould Asset Management
California
$600K +$64K +165 +11%
ICP
1899
Impact Capital Partners
Colorado
$600K +$641K +1,654 New
CCG
1900
Coastwise Capital Group
California
$598K -$38.8K -100 -6%