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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
CCT
2676
Capital City Trust
Florida
$221K +$237K +610 New
SWP
2677
Significant Wealth Partners
Illinois
$221K +$236K +609 New
PCH
2678
PGIM Custom Harvest
New Jersey
$221K +$15.5K +40 +7%
UAM
2679
Unison Asset Management
Florida
$220K
TM
2680
TigerOak Management
New Mexico
$220K +$235K +606 New
EMAM
2681
Encompass More Asset Management
California
$220K +$11.2K +29 +5%
CCM
2682
Carlson Capital Management
Minnesota
$219K +$234K +604 New
VAS
2683
Vestmark Advisory Solutions
Massachusetts
$219K +$234K +604 New
LWM
2684
LongView Wealth Management
Georgia
$218K -$19.4K -50 -8%
TWM
2685
Tolleson Wealth Management
Texas
$218K
WRM
2686
Weybosset Research & Management
Rhode Island
$218K
SGAM
2687
Smith Group Asset Management
Texas
$218K
BRWM
2688
Blue Rock Wealth Management
North Carolina
$218K +$233K +600 New
NLWP
2689
Next Level Wealth Planning
Idaho
$218K +$233K +600 New
GWM
2690
GK Wealth Management
Nevada
$217K +$232K +598 New
PFG
2691
PAX Financial Group
Texas
$217K -$155K -400 -40%
XC
2692
XY Capital
Hong Kong
$217K +$232K +598 New
PPH
2693
Pure Portfolios Holdings
Oregon
$216K -$19.4K -50 -8%
CFO
2694
Collective Family Office
Pennsylvania
$216K -$1.16K -3 -0.5%
PHAM
2695
Palisades Hudson Asset Management
Florida
$216K
IIA
2696
Integral Investment Advisors
California
$216K -$28.7K -74 -11%
MPM
2697
Meritage Portfolio Management
Kansas
$216K -$9.31K -24 -4%
Fiera Capital (Canada)
2698
Fiera Capital (Canada)
Quebec, Canada
$216K +$231K +595 New
HCM
2699
Hall Capital Management
Rhode Island
$216K +$231K +595 New
EE
2700
EWG Elevate
California
$216K +$230K +594 New