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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
APW
2426
Axim Planning & Wealth
Ohio
$269K +$5.7K +16 +2%
TWD
2427
True Wealth Design
Ohio
$269K -$7.12K -20 -2%
WCFA
2428
Walkner Condon Financial Advisors
Wisconsin
$269K +$4.63K +13 +2%
BFA
2429
Bright Financial Advisors
Michigan
$269K – – –
FFO
2430
Fortitude Family Office
Arizona
$268K -$235K -660 -45%
VFP
2431
Verus Financial Partners
Virginia
$268K – – –
LFA
2432
Laraway Financial Advisors
Minnesota
$268K – – –
CIC
2433
Chase Investment Counsel
Virginia
$268K -$35.6K -100 -11%
FFP
2434
Freedom Financial Partners
Minnesota
$268K +$356 +1 +0.1%
CPL
2435
CAP Partners LLC
Tennessee
$267K -$1.78K -5 -0.6%
RW
2436
Rede Wealth
Virginia
$267K -$26.4K -74 -8%
EL
2437
EWA LLC
Pennsylvania
$266K -$6.41K -18 -2%
IF
2438
Intrua Financial
Texas
$265K -$215K -604 -43%
SRC
2439
Shufro Rose & Co
New York
$265K – – –
LEA
2440
Legacy Edge Advisors
New York
$265K +$39.9K +112 +16%
BPC
2441
Banque Pictet & Cie
Switzerland
$265K -$4.67M -13,118 -94%
HAS
2442
HBW Advisory Services
California
$264K +$30.3K +85 +12%
FC
2443
FCA Corp
Texas
$264K -$350K -982 -55%
OCPWS
2444
One Charles Private Wealth Services
Massachusetts
$263K -$12.8K -36 -4%
SWA
2445
Sightline Wealth Advisors
Connecticut
$263K – – –
BFG
2446
Bouchey Financial Group
New York
$263K -$10.3K -29 -4%
HL
2447
HeadInvest LLC
Maine
$263K -$17.8K -50 -6%
Boston Partners
2448
Boston Partners
Massachusetts
$262K -$66.6K -187 -19%
GFG
2449
Grantvest Financial Group
New Jersey
$261K -$2.49K -7 -0.9%
GFA
2450
Gallagher Fiduciary Advisors
Illinois
$260K +$26.4K +74 +10%