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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
RA
2526
Rational Advisors
New York
$967K -$777K -884 -49%
AIM
2527
Athena Investment Management
California
$965K -$335K -381 -30%
ERWM
2528
Elk River Wealth Management
Colorado
$964K – – –
CPW
2529
Crestmont Private Wealth
Texas
$964K -$136K -155 -15%
HCM
2530
Hutchinson Capital Management
California
$964K -$23.7K -27 -3%
HP
2531
Haven Private
Florida
$962K -$174K -198 -18%
MAM
2532
Mainsail Asset Management
Alabama
$959K +$500K +569 +109%
BCI
2533
Blue Capital Inc
Nebraska
$958K -$14.9K -17 -2%
AWA
2534
Asempa Wealth Advisors
Louisiana
$958K – – –
PCM
2535
PenderFund Capital Management
British Columbia, Canada
$958K – – –
Cohen & Steers
2536
Cohen & Steers
New York
$958K – – –
BCM
2537
Banyan Capital Management
Georgia
$953K – – –
GWM
2538
GDS Wealth Management
Texas
$952K +$785K +894 New
PHS
2539
Pekin Hardy Strauss
Illinois
$951K +$26.4K +30 +3%
FUBT
2540
First United Bank & Trust
Maryland
$951K -$26.4K -30 -3%
1IA
2541
1834 Investment Advisors
Wisconsin
$951K – – –
OSNBOA
2542
Old Second National Bank of Aurora
Illinois
$951K – – –
BCP
2543
Berkeley Capital Partners
Georgia
$946K +$76.4K +87 +11%
CWM
2544
Chemistry Wealth Management
New York
$946K -$5.27K -6 -0.7%
LCAM
2545
London & Capital Asset Management
United Kingdom
$945K +$199K +226 +34%
TA
2546
Tactive Advisors
Florida
$943K +$307K +350 +65%
WA
2547
Waterford Advisors
New York
$942K – – –
UCB
2548
United Community Bank
South Carolina
$941K -$248K -282 -24%
CTI
2549
Community Trust & Investment
Kentucky
$941K +$91.4K +104 +13%
CRWM
2550
Castle Rock Wealth Management
California
$941K +$99.3K +113 +14%