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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
AFM
2151
Armstrong Fleming & Moore
District of Columbia
$460K +$395K +1,184 New
EFM
2152
E Fund Management
China
$459K -$1.68M -5,027 -81%
MWP
2153
Meredith Wealth Planning
Illinois
$458K
KAM
2154
KEB Asset Management
Illinois
$458K
FWA
2155
FSM Wealth Advisors
Ohio
$458K +$101K +303 +35%
CBT
2156
Crews Bank & Trust
Florida
$457K +$54K +162 +16%
OL
2157
Optas LLC
Texas
$456K +$30.7K +92 +9%
AMM
2158
American Money Management
California
$455K -$21.3K -64 -5%
CWA
2159
Canvas Wealth Advisors
Kansas
$455K +$41.3K +124 +13%
MSWM
2160
Mowery & Schoenfeld Wealth Management
Illinois
$455K -$67K -201 -15%
EA
2161
Ergawealth Advisors
Illinois
$455K +$390K +1,171 New
ACM
2162
AUA Capital Management
Pennsylvania
$454K
ACS
2163
Archford Capital Strategies
Illinois
$454K +$11K +33 +3%
VIPI
2164
Vista Investment Partners II
Indiana
$454K -$2.15M -6,453 -85%
FPL
2165
Fortress Private Ledger
North Carolina
$453K +$27K +81 +7%
EWS
2166
Eagle Wealth Strategies
New Jersey
$453K
MQWP
2167
Morey & Quinn Wealth Partners
Nebraska
$453K +$21.7K +65 +6%
KTM
2168
Keeler Thomas Management
Utah
$452K -$2.39M -7,158 -86%
BF
2169
Brogan Financial
Tennessee
$450K -$66.3K -199 -15%
TWM
2170
TCFG Wealth Management
California
$449K -$1.67K -5 -0.4%
Legacy Financial Group (Iowa)
2171
Legacy Financial Group (Iowa)
Iowa
$448K -$9.67K -29 -2%
WIM
2172
Warwick Investment Management
Texas
$448K -$4.33K -13 -1%
NAMNJ
2173
NorthStar Asset Management (New Jersey)
New Jersey
$447K +$60K +180 +19%
ABLA
2174
Alan B. Lancz & Associates
Ohio
$446K
CCG
2175
Coastwise Capital Group
California
$445K -$32K -96 -8%