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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
GSWA
2576
Good Steward Wealth Advisors
Tennessee
$639K -$48.5K -70 -7%
LEA
2577
Legacy Edge Advisors
New York
$638K -$11.8K -17 -2%
Cohen & Steers
2578
Cohen & Steers
New York
$638K – – –
PCM
2579
PenderFund Capital Management
British Columbia, Canada
$638K +$623K +900 New
FF
2580
Friday Financial
Iowa
$636K – – –
QVR
2581
QVR
California
$636K +$622K +898 New
STA
2582
Smith Thornton Advisors
Alabama
$635K – – –
USWIA
2583
UP Strategic Wealth Investment Advisors
Pennsylvania
$634K – – –
BCM
2584
Banyan Capital Management
Georgia
$634K – – –
CAM
2585
Costello Asset Management
Pennsylvania
$634K +$10.4K +15 +2%
CWM
2586
Chemistry Wealth Management
New York
$633K -$22.9K -33 -4%
1IA
2587
1834 Investment Advisors
Wisconsin
$633K -$4.85K -7 -0.8%
OSNBOA
2588
Old Second National Bank of Aurora
Illinois
$633K – – –
SHGA
2589
Sand Hill Global Advisors
California
$633K +$64.4K +93 +12%
RMF
2590
Red Mountain Financial
Colorado
$632K -$5.54K -8 -0.9%
LGG
2591
Luts & Greenleigh Group
Maryland
$632K +$46.4K +67 +8%
HP
2592
Holistic Planning
Texas
$631K +$31.9K +46 +5%
ACP
2593
Arcus Capital Partners
Georgia
$628K -$4.16K -6 -0.7%
KCIA
2594
Kingsbury Capital Investment Advisors
Illinois
$628K +$614K +886 New
RCM
2595
Requisite Capital Management
Texas
$627K – – –
WAM
2596
Winslow Asset Management
Ohio
$627K -$20.8K -30 -3%
SL
2597
Salomon & Ludwin
Virginia
$626K -$3.46K -5 -0.6%
EA
2598
Eclectic Associates
California
$623K +$21.5K +31 +4%
PAG
2599
Private Advisory Group
Washington
$623K +$193K +279 +46%
TP
2600
TritonPoint Partners
Maryland
$622K +$608K +878 New