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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
2926
Concourse Financial Group Securities
Alabama
-$2.36M -5,921 Closed
PWSG
2927
Pacific Wealth Strategies Group
California
-$2.14M -5,899 Closed
CFA
2928
Camarda Financial Advisors
Florida
-$2.08M -5,746 Closed
MC
2929
Mirabaud & Cie
Switzerland
-$1.71M -4,706 Closed
WP
2930
WMS Partners
Maryland
-$1.66M -4,578 Closed
Betterment LLC
2931
Betterment LLC
New York
-$1.64M -4,528 Closed
MAMU
2932
Myriad Asset Management US
Florida
-$1.54M -4,243 Closed
FA
2933
Fiducient Advisors
Illinois
-$1.53M -4,216 Closed
APC
2934
Aspire Private Capital
North Carolina
-$1.18M -3,266 Closed
VEA
2935
Virtus ETF Advisers
New York
-$1.07M -2,950 Closed
AIP
2936
Arrowpoint Investment Partners
Singapore
-$1.06M -2,928 Closed
WAM
2937
WealthTrust Asset Management
Florida
-$936K -2,581 Closed
MFS
2938
Monetta Financial Services
Illinois
-$907K -2,500 Closed
CWP
2939
Curated Wealth Partners
California
-$877K -2,418 Closed
OAM
2940
Oxford Asset Management
United Kingdom
-$826K -2,277 Closed
SGI
2941
Summit Global Investments
Utah
-$805K -2,220 Closed
HIS
2942
Harvest Investment Services
Illinois
-$767K -2,114 Closed
BCM
2943
Bienville Capital Management
New York
-$728K -2,007 Closed
FTUS
2944
Flow Traders U.S.
New York
-$704K -1,942 Closed
BAG
2945
Bridgewealth Advisory Group
California
-$671K -1,896 Closed
EP
2946
Essential Planning
New Hampshire
-$655K -1,690 Closed
TCG
2947
Transcendent Capital Group
Oklahoma
-$598K -1,648 Closed
UWS
2948
Unique Wealth Strategies
Illinois
-$593K -1,635 Closed
BOTPPF
2949
Board of the Pension Protection Fund
United Kingdom
-$580K -1,600 Closed
OCM
2950
Objective Capital Management
Ohio
-$545K -1,501 Closed