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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
2726
Kayne Anderson Rudnick Investment Management
California
$62.2K
CWM
2727
Compass Wealth Management
Connecticut
$62.2K
SWA
2728
SOA Wealth Advisors
New York
$61K +$17.3K +50 +47%
RS
2729
Rakuten Securities
Japan
$59.8K -$4.83K -14 -8%
TCM
2730
TruNorth Capital Management
Michigan
$56.7K +$7.6K +22 +18%
IAS
2731
IMA Advisory Services
Colorado
$56.7K +$50.1K +145 New
SVCP
2732
Silicon Valley Capital Partners
California
$56K +$345 +1 +0.7%
SR
2733
Syntax Research
Florida
$54K +$1.04K +3 +2%
DPW
2734
DiNuzzo Private Wealth
Pennsylvania
$53.6K -$1.73K -5 -4%
MFT
2735
Moisand Fitzgerald Tamayo
Florida
$53.2K
IHWM
2736
Iron Horse Wealth Management
Iowa
$53.2K +$1.73K +5 +4%
AWA
2737
Authentikos Wealth Advisory
California
$52.8K +$46.6K +135 New
MSFP
2738
Mark Sheptoff Financial Planning
Connecticut
$51.6K
RA
2739
Rational Advisors
New York
$50.8K -$6.22K -18 -12%
RWA
2740
Redmont Wealth Advisors
Illinois
$50.5K
CFS
2741
CGC Financial Services
Oregon
$49.3K
RAM
2742
Riggs Asset Management
Pennsylvania
$48.5K -$3.45K -10 -7%
TAM
2743
Tucker Asset Management
Colorado
$48.1K +$42.5K +123 New
PA
2744
Pineridge Advisors
Missouri
$45.8K -$1.04K -3 -3%
PPC
2745
Park Place Capital
Alabama
$44.2K
Walleye Capital
2746
Walleye Capital
New York
$43.8K -$302K -875 -89%
CM
2747
Capula Management
Cayman Islands
$43K +$38K +110 New
IWP
2748
IAG Wealth Partners
Wisconsin
$42.7K +$15.2K +44 +68%
CMA
2749
Cedar Mountain Advisors
Oregon
$42.3K -$691 -2 -2%
BAM
2750
Bellevue Asset Management
Washington
$41.6K