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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
2151
Highview Capital Management
Illinois
$399K – – –
CCA
2152
Childress Capital Advisors
Texas
$398K +$7.25K +21 +2%
HCM
2153
Hutchinson Capital Management
California
$398K – – –
LWA
2154
Ledgewood Wealth Advisors
New Hampshire
$398K +$5.87K +17 +2%
SFI
2155
SPC Financial Inc
Maryland
$397K -$36.6K -106 -9%
PPP
2156
Private Portfolio Partners
New Jersey
$396K +$350K +1,013 New
SW
2157
SkyOak Wealth
Michigan
$396K – – –
ICP
2158
Interchange Capital Partners
Pennsylvania
$395K +$26.6K +77 +8%
WFC
2159
Western Financial Corp
California
$395K +$6.56K +19 +2%
MWA
2160
Miller Wealth Advisors
Colorado
$394K – – –
PWA
2161
Peterson Wealth Advisors
Utah
$394K -$15.2K -44 -4%
JC
2162
JB Capital
Connecticut
$394K +$345 +1 +0.1%
CA
2163
Crane Advisory
California
$393K – – –
NAM
2164
NTV Asset Management
West Virginia
$393K – – –
KIM
2165
Kestra Investment Management
Texas
$393K +$347K +1,005 New
AIFAIM
2166
American Institute for Advanced Investment Management
Arizona
$393K – – –
CFA
2167
CWS Financial Advisors
Michigan
$393K – – –
Capstone Investment Advisors
2168
Capstone Investment Advisors
New York
$392K -$3.4M -9,851 -91%
SP
2169
Stonebrook Private
Michigan
$392K -$63.5K -184 -16%
MIM
2170
Merrion Investment Management
New Jersey
$391K – – –
PWP
2171
Private Wealth Partners
California
$391K – – –
DCM
2172
Delta Capital Management
New Jersey
$391K – – –
PFG
2173
PAX Financial Group
Texas
$390K +$13.1K +38 +4%
Financial Engines Advisors
2174
Financial Engines Advisors
California
$390K +$87.4K +253 +34%
TWA
2175
Tandem Wealth Advisors
Arizona
$389K -$3.8K -11 -1%