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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
ETIA
1926
Epic Trust Investment Advisors
Washington
$487K +$23K +72 +6%
SAM
1927
Secure Asset Management
Michigan
$486K +$48.3K +151 +13%
V
1928
VeraBank
Texas
$486K – – –
Gerber Kawasaki Wealth & Investment Management
1929
Gerber Kawasaki Wealth & Investment Management
California
$484K +$43.8K +137 +12%
FAM
1930
Formidable Asset Management
Ohio
$484K +$422K +1,320 New
MCM
1931
Monarch Capital Management
Indiana
$483K – – –
TA
1932
TFB Advisors
Kansas
$482K +$146K +456 +46%
KLCM
1933
KG&L Capital Management
Louisiana
$481K -$617K -1,929 -59%
PFG
1934
Pinnacle Financial Group
Illinois
$481K -$6.39K -20 -2%
SIA
1935
Soltis Investment Advisors
Utah
$480K -$70K -219 -14%
AF
1936
Apollon Financial
South Carolina
$480K -$31.3K -98 -7%
LC
1937
Landaas & Company
Wisconsin
$479K +$2.88K +9 +0.7%
DRW Securities
1938
DRW Securities
Illinois
$479K -$276K -862 -40%
JMFC
1939
J.M. Forbes & Co
Massachusetts
$479K – – –
WMA
1940
Wealth Management Associates
New Jersey
$478K -$102K -320 -18%
EW
1941
Evoke Wealth
California
$477K +$416K +1,301 New
BBA
1942
Braun-Bostich & Associates
Pennsylvania
$477K -$81.5K -255 -16%
IA
1943
Insight Advisors
Pennsylvania
$477K -$7.03K -22 -2%
OL
1944
OneFund LLC
Florida
$476K -$12.8K -40 -3%
WSCM
1945
Wellington Shields Capital Management
New York
$476K – – –
BG
1946
Benedetti & Gucer
Georgia
$476K -$29.4K -92 -7%
Perpetual Ltd
1947
Perpetual Ltd
Australia
$474K -$139K -434 -20%
Castleark Management
1948
Castleark Management
Illinois
$473K – – –
KFA
1949
Kelleher Financial Advisors
New York
$472K +$1.28K +4 +0.3%
LJHT
1950
Laurie J. Hall Trustee
$469K – – –