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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
1901
Redhawk Wealth Advisors
Minnesota
$531K +$356 +1 +0.1%
MCWA
1902
Meadow Creek Wealth Advisors
Georgia
$530K +$1.78K +5 +0.3%
SIS
1903
Sound Income Strategies
Florida
$530K -$91.2K -256 -14%
VBFG
1904
Vishria Bird Financial Group
Tennessee
$530K +$356 +1 +0.1%
KA
1905
Klingman & Associates
New York
$530K +$322K +903 +128%
SPL
1906
Smart Portfolios LLC
Washington
$529K +$48.8K +137 +9%
PBK
1907
Peoples Bank (Kansas)
Kansas
$529K -$394K -1,105 -41%
DnB Asset Management
1908
DnB Asset Management
Norway
$528K +$23.5K +66 +4%
OP
1909
Oslo Pensjonsforsikring
$528K +$23.5K +66 +4%
CBUSF
1910
Construction & Building Unions Superannuation Fund
Australia
$528K -$641K -1,800 -53%
WMG
1911
WESCAP Management Group
California
$528K -$392K -1,100 -41%
UBV
1912
United Bank (Virginia)
Virginia
$528K -$14.2K -40 -2%
PPA
1913
Pacific Point Advisors
California
$528K – – –
PDM
1914
Penn Davis McFarland
Texas
$528K – – –
PWP
1915
Pursue Wealth Partners
California
$528K – – –
CWM
1916
Challenger Wealth Management
California
$528K +$214K +600 +60%
BB
1917
Bell Bank
North Dakota
$527K – – –
BEAM
1918
Baker Ellis Asset Management
Washington
$527K – – –
MSF
1919
Mustard Seed Financial
Arkansas
$525K – – –
JMFC
1920
J.M. Forbes & Co
Massachusetts
$525K -$39.2K -110 -6%
FA
1921
FSA Advisors
Michigan
$524K +$113K +317 +25%
WCA
1922
Waratah Capital Advisors
Ontario, Canada
$524K +$566K +1,589 New
MGAM
1923
McGowan Group Asset Management
Texas
$524K +$712 +2 +0.1%
KBFS
1924
Kohmann Bosshard Financial Services
Ohio
$522K -$712 -2 -0.1%
SIA
1925
Soltis Investment Advisors
Utah
$520K -$18.2K -51 -3%