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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
SP
2676
Symmetry Partners
Connecticut
$221K -$72.1K -186 -23%
BWFA
2677
Baltimore-Washington Financial Advisors
Maryland
$221K – – –
CCT
2678
Capital City Trust
Florida
$221K +$237K +610 New
SWP
2679
Significant Wealth Partners
Illinois
$221K +$236K +609 New
PCH
2680
PGIM Custom Harvest
New Jersey
$221K +$15.5K +40 +7%
UAM
2681
Unison Asset Management
Florida
$220K – – –
TM
2682
TigerOak Management
New Mexico
$220K +$235K +606 New
EMAM
2683
Encompass More Asset Management
California
$220K +$11.2K +29 +5%
CCM
2684
Carlson Capital Management
Minnesota
$219K +$234K +604 New
VAS
2685
Vestmark Advisory Solutions
Massachusetts
$219K +$234K +604 New
LWM
2686
LongView Wealth Management
Georgia
$218K -$19.4K -50 -8%
TWM
2687
Tolleson Wealth Management
Texas
$218K – – –
WRM
2688
Weybosset Research & Management
Rhode Island
$218K – – –
SGAM
2689
Smith Group Asset Management
Texas
$218K – – –
BRWM
2690
Blue Rock Wealth Management
North Carolina
$218K +$233K +600 New
NLWP
2691
Next Level Wealth Planning
Idaho
$218K +$233K +600 New
GWM
2692
GK Wealth Management
Nevada
$217K +$232K +598 New
PFG
2693
PAX Financial Group
Texas
$217K -$155K -400 -40%
XC
2694
XY Capital
Hong Kong
$217K +$232K +598 New
PPH
2695
Pure Portfolios Holdings
Oregon
$216K -$19.4K -50 -8%
CFO
2696
Collective Family Office
Pennsylvania
$216K -$1.16K -3 -0.5%
PHAM
2697
Palisades Hudson Asset Management
Florida
$216K – – –
IIA
2698
Integral Investment Advisors
California
$216K -$28.7K -74 -11%
MPM
2699
Meritage Portfolio Management
Kansas
$216K -$9.31K -24 -4%
Fiera Capital (Canada)
2700
Fiera Capital (Canada)
Quebec, Canada
$216K +$231K +595 New