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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
CCG
2176
Coastwise Capital Group
California
$445K -$32K -96 -8%
SCM
2177
Sunbeam Capital Management
Georgia
$445K +$382K +1,146 New
ASBI
2178
American State Bank (Iowa)
Iowa
$444K +$65.7K +197 +21%
FG
2179
Foster Group
Iowa
$443K -$58.7K -176 -13%
BWP
2180
BlueStem Wealth Partners
Minnesota
$443K -$3.33K -10 -0.9%
AAS
2181
Annex Advisory Services
Wisconsin
$443K -$55.7K -167 -13%
CFGSD
2182
Compass Financial Group (South Dakota)
South Dakota
$443K +$1K +3 +0.3%
SXL
2183
Summit X LLC
Missouri
$441K +$35.3K +106 +10%
MA
2184
Maxele Advisors
Missouri
$440K – – –
QWM
2185
Quadcap Wealth Management
Texas
$440K – – –
GCA
2186
Gradient Capital Advisors
California
$440K -$43.3K -130 -10%
FAM
2187
Formidable Asset Management
Ohio
$439K – – –
CBT
2188
CoreFirst Bank & Trust
Kansas
$439K -$35K -105 -8%
BCA
2189
Bay Capital Advisors
Virginia
$438K -$1K -3 -0.3%
FWTB
2190
First Western Trust Bank
Colorado
$438K – – –
LWM
2191
LJI Wealth Management
Indiana
$437K -$5K -15 -1%
SC
2192
Soundwatch Capital
Connecticut
$436K +$374K +1,123 New
SWP
2193
Strategic Wealth Partners
Ohio
$435K +$374K +1,121 New
SCM
2194
Spring Capital Management
Texas
$435K – – –
LWANC
2195
Laurel Wealth Advisors (North Carolina)
North Carolina
$434K -$21.7K -65 -5%
CNBOF
2196
City National Bank of Florida
Florida
$431K -$2K -6 -0.5%
TI
2197
TrueMark Investments
Illinois
$431K +$370K +1,109 New
SPAS
2198
Spectrum Planning & Advisory Services
California
$429K +$369K +1,106 New
TWA
2199
Tandem Wealth Advisors
Arizona
$429K +$78.7K +236 +27%
WP
2200
WealthShield Partners
North Carolina
$429K -$22K -66 -6%