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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
AT
2176
Avalon Trust
New Mexico
$214K – – –
WIM
2177
Warwick Investment Management
Texas
$213K +$212K +781 New
CG
2178
CFO4Life Group
Texas
$213K +$212K +780 New
Cohen & Steers
2179
Cohen & Steers
New York
$213K – – –
SPWM
2180
Spartan Planning & Wealth Management
North Carolina
$213K +$212K +780 New
DI
2181
Disciplined Investments
Oklahoma
$212K +$543 +2 +0.3%
FVWA
2182
Foster Victor Wealth Advisors
South Carolina
$212K -$61.3K -226 -22%
BFG
2183
Bouchey Financial Group
New York
$212K +$211K +778 New
KOC
2184
Koss-Olinger Consulting
Florida
$212K +$211K +777 New
RW
2185
Rede Wealth
Virginia
$212K -$54.3K -200 -20%
GI
2186
GAMCO Investors
Connecticut
$211K -$183K -673 -47%
NWM
2187
Northcape Wealth Management
New York
$211K -$103K -381 -33%
CIG
2188
Cascade Investment Group
Colorado
$211K +$210K +774 New
CCB
2189
Cutter & Co Brokerage
Missouri
$211K +$209K +772 New
CW
2190
Channel Wealth
California
$210K +$209K +771 New
VC
2191
Vicus Capital
Pennsylvania
$210K +$209K +771 New
OFS
2192
OneAscent Financial Services
Alabama
$210K +$209K +769 New
FH
2193
FWG Holdings
Florida
$209K +$211K +777 New
WCFA
2194
Walkner Condon Financial Advisors
Wisconsin
$208K +$207K +763 New
BP
2195
Broadleaf Partners
Ohio
$207K +$206K +760 New
TFP
2196
Tilia Fiduciary Partners
North Carolina
$207K -$8.41K -31 -4%
LW
2197
Linscomb Wealth
Texas
$207K +$206K +758 New
ME
2198
McIlrath & Eck
Washington
$206K +$4.61K +17 +2%
PCA
2199
Peddock Capital Advisors
Massachusetts
$206K +$205K +755 New
KC
2200
Kingfisher Capital
North Carolina
$206K +$205K +756 New