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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
Foster Dykema Cabot & Partners
2151
Foster Dykema Cabot & Partners
Massachusetts
$1M – – –
TWM
2152
Tumwater Wealth Management
Idaho
$1M +$31.9K +46 +3%
LWANC
2153
Laurel Wealth Advisors (North Carolina)
North Carolina
$1M – – –
Charter Oak Capital Management
2154
Charter Oak Capital Management
New Hampshire
$1M -$13.2K -19 -1%
Clark Asset Management
2155
Clark Asset Management
New Hampshire
$1M -$2.77K -4 -0.3%
WestHill Financial Advisors
2156
WestHill Financial Advisors
California
$1000K -$17.3K -25 -2%
MCWA
2157
Meadow Creek Wealth Advisors
Georgia
$998K -$58.9K -85 -6%
IIL
2158
Income Insurance Ltd
$998K – – –
Penn Davis McFarland
2159
Penn Davis McFarland
Texas
$992K -$139K -200 -13%
APW
2160
Acima Private Wealth
Virginia
$992K – – –
MFS
2161
Monetta Financial Services
Illinois
$992K +$970K +1,400 New
Capital Advisors Wealth Management
2162
Capital Advisors Wealth Management
Washington
$991K +$13.9K +20 +1%
Convergence Financial
2163
Convergence Financial
Missouri
$990K +$70.6K +102 +8%
WPA
2164
West Paces Advisors
Georgia
$989K -$51.9K -75 -5%
AW
2165
Apricus Wealth
South Carolina
$988K – – –
CFC
2166
Coyle Financial Counsel
Illinois
$988K +$17.3K +25 +2%
Moss Adams Wealth Advisors
2167
Moss Adams Wealth Advisors
Washington
$987K +$58.9K +85 +6%
4WM
2168
49 Wealth Management
Texas
$985K -$64.4K -93 -6%
J.M. Forbes & Co
2169
J.M. Forbes & Co
Massachusetts
$985K – – –
WFA
2170
WJ Financial Advisors
Connecticut
$985K +$2.08K +3 +0.2%
Davidson Investment Advisors
2171
Davidson Investment Advisors
Montana
$984K -$27.7K -40 -3%
SJS Investment Consulting
2172
SJS Investment Consulting
Ohio
$983K -$683K -986 -42%
Avity Investment Management
2173
Avity Investment Management
Connecticut
$981K – – –
Excelsior Advisor Network
2174
Excelsior Advisor Network
Colorado
$978K – – –
ZWJ Investment Counsel
2175
ZWJ Investment Counsel
Georgia
$978K -$1.72M -2,478 -64%