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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
1901
Kaydan Wealth Management
Michigan
$638K -$11.3K -34 -2%
SFO
1902
Stokes Family Office
Louisiana
$638K -$8.33K -25 -1%
AHL
1903
Abel Hall LLC
Louisiana
$637K +$547K +1,641 New
SAG
1904
SageView Advisory Group
California
$636K +$30K +90 +7%
RIP
1905
Reliant Investment Partners
North Carolina
$635K -$11.3K -34 -2%
LSWP
1906
Liberty Square Wealth Partners
Pennsylvania
$635K – – –
CBA
1907
Coastal Bridge Advisors
Connecticut
$634K +$6K +18 +1%
RZH
1908
Relyea Zuckerberg Hanson
Connecticut
$634K -$16.3K -49 -3%
FFG
1909
Frisch Financial Group
New York
$632K -$4.33K -13 -0.8%
GAM
1910
Gould Asset Management
California
$631K -$10K -30 -2%
CSA
1911
Cornerstone Select Advisors
Missouri
$629K -$26.7K -80 -5%
ARG
1912
Advisory Resource Group
Oklahoma
$628K -$7K -21 -1%
JWM
1913
Jeppson Wealth Management
California
$628K -$333 -1 -0.1%
WWMSC
1914
Wagner Wealth Management (South Carolina)
South Carolina
$627K +$246K +738 +84%
LC
1915
LCNB Corp
Ohio
$626K -$113K -339 -17%
OFS
1916
Orrstown Financial Services
Pennsylvania
$625K -$262K -785 -33%
NRC
1917
New Republic Capital
North Carolina
$625K -$6K -18 -1%
CWM
1918
Challenger Wealth Management
California
$624K +$2.33K +7 +0.4%
TA
1919
TFB Advisors
Kansas
$624K +$32.7K +98 +6%
VBFG
1920
Vishria Bird Financial Group
Tennessee
$624K – – –
PBK
1921
Peoples Bank (Kansas)
Kansas
$622K – – –
OP
1922
Oslo Pensjonsforsikring
$622K – – –
CHA
1923
Cooper/Haims Advisors
New York
$622K -$11.7K -35 -2%
CNB
1924
Camden National Bank
Maine
$621K -$5.33K -16 -1%
CBUSF
1925
Construction & Building Unions Superannuation Fund
Australia
$621K – – –