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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
1951
Reyes Financial Architecture
California
$603K +$79.7K +239 +18%
ACM
1952
Arcataur Capital Management
Wisconsin
$603K
LW
1953
Linscomb Wealth
Texas
$603K +$12.7K +38 +3%
MHR
1954
Matthew Hamilton Rosenberg
$602K +$46.3K +139 +10%
LTI
1955
Laffer Tengler Investments
Tennessee
$602K +$213K +639 +70%
QFA
1956
Quantum Financial Advisors
California
$602K
SEIA
1957
Signature Estate & Investment Advisors
California
$600K -$44.3K -133 -8%
BEW
1958
Burton Enright Welch
California
$600K +$37K +111 +8%
SIM
1959
Sentry Investment Management
Wisconsin
$599K
PFW
1960
Petros Family Wealth
Minnesota
$599K +$48.3K +145 +10%
SA
1961
SAM Advisors
California
$598K
ACA
1962
Affinity Capital Advisors
California
$598K +$1.33K +4 +0.3%
LA
1963
LVW Advisors
New York
$597K -$203K -608 -28%
TA
1964
Tectonic Advisors
Texas
$596K +$2K +6 +0.4%
MA
1965
McBroom & Associates
Nevada
$596K
SEM
1966
Strategic Equity Management
Arizona
$592K
MWS
1967
MFA Wealth Services
California
$591K +$333 +1 +0.1%
AW
1968
Alteri Wealth
California
$591K +$12.3K +37 +2%
SWA
1969
SFMG Wealth Advisors
Texas
$583K -$78.3K -235 -14%
XT
1970
XTX Topco
Cayman Islands
$582K -$754K -2,263 -60%
FI
1971
Fractal Investments
Connecticut
$582K
RC
1972
RBO & Co
California
$582K
CCM
1973
Chickasaw Capital Management
Tennessee
$582K
CFCI
1974
Comprehensive Financial Consultants Institutional
Indiana
$581K +$4.33K +13 +0.9%
CT
1975
Clearstead Trust
Maine
$580K -$70.7K -212 -12%