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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
UFF
2501
USA Financial Formulas
Michigan
$689K -$246K -355 -27%
SC
2502
Sepio Capital
Utah
$689K -$488K -705 -42%
MHC
2503
May Hill Capital
Massachusetts
$685K +$38.1K +55 +6%
SCM
2504
Sandler Capital Management
New York
$684K -$328K -473 -33%
RFG
2505
REAP Financial Group
Texas
$678K +$22.2K +32 +3%
BCM
2506
Buckhead Capital Management
Georgia
$677K -$144K -208 -18%
BIP Wealth
2507
BIP Wealth
Georgia
$677K +$58.2K +84 +10%
NRI
2508
NFP Retirement Inc
California
$677K +$2.77K +4 +0.4%
CIM
2509
Cambria Investment Management
California
$675K -$181K -261 -21%
FCT
2510
First Community Trust
Iowa
$674K – – –
DCM
2511
DGS Capital Management
New Jersey
$674K +$273K +394 +71%
AFM
2512
Abbot Financial Management
Massachusetts
$673K – – –
Fideuram - Intesa Sanpaolo Private Banking
2513
Fideuram - Intesa Sanpaolo Private Banking
$672K +$657K +949 New
BPC
2514
Bearing Point Capital
Minnesota
$671K -$94.9K -137 -13%
IF
2515
Intrua Financial
Texas
$669K -$88.7K -128 -12%
SPWG
2516
Syntegra Private Wealth Group
Missouri
$669K -$73.4K -106 -10%
RMC
2517
Ring Mountain Capital
California
$668K +$2.08K +3 +0.3%
MFS
2518
Miller Financial Services
Michigan
$668K +$148K +214 +29%
SSA
2519
South Street Advisors
New York
$666K – – –
PF
2520
Prota Financial
Texas
$666K +$33.9K +49 +5%
SIA
2521
SGL Investment Advisors
Montana
$665K -$23.5K -34 -5%
KFA
2522
Kelleher Financial Advisors
New York
$665K -$162K -234 -20%
BWP
2523
Barlow Wealth Partners
Kentucky
$664K – – –
SAM
2524
Smithbridge Asset Management
Pennsylvania
$664K -$630K -909 -49%
CWA
2525
Canvas Wealth Advisors
Kansas
$664K -$62.3K -90 -9%