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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
FCMT
2026
Founders Capital Management (Texas)
Texas
$14K
KLWA
2027
Kelly Lawrence W & Associates
California
$14K
LWA
2028
Lowe Wealth Advisors
Maryland
$14K
OLVIG
2029
Oliver Lagore Vanvalin Investment Group
Michigan
$14K +$843 +4 +5%
GIS
2030
Grayhawk Investment Strategies
Alberta, Canada
$14K +$12.9K +61 New
CP
2031
Castleview Partners
Texas
$13.7K -$5.06K -24 -2%
AFS
2032
Annapolis Financial Services
Maryland
$13K
BC
2033
Belmont Capital
California
$13K
CQS
2034
Credential Qtrade Securities
$12K +$14.1K +67 New
BA
2035
Bellwether Advisors
Nebraska
$11K
IWP
2036
IAG Wealth Partners
Wisconsin
$11K
SSC
2037
Syverson Strege & Co
Iowa
$11K +$12.6K +60 New
SFG
2038
Steward Financial Group
Texas
$11K +$13.3K +63 New
RWM
2039
Raffa Wealth Management
District of Columbia
$10.5K
Loomis, Sayles & Company
2040
Loomis, Sayles & Company
Massachusetts
$10K -$987K -4,683 -99%
FMP
2041
Financial Management Professionals
Texas
$10K -$9.06K -43 -43%
KFS
2042
Kelly Financial Services
Massachusetts
$9.47K
BI
2043
Bramshill Investments
Florida
$9K +$8.22K +39 New
MFT
2044
Moisand Fitzgerald Tamayo
Florida
$9K +$10.7K +51 New
AP
2045
Arlington Partners
Alabama
$7K
SCA
2046
Stuart Chaussee & Associates
California
$7K +$8.43K +40 New
DWP
2047
Destiny Wealth Partners
Florida
$6K +$6.95K +33 New
AFG
2048
Albion Financial Group
Utah
$5K -$316K -1,500 -98%
FCG
2049
Financial Connections Group
California
$5K
MIM
2050
Macroview Investment Management
Maryland
$5K