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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
501
Stratos Wealth Partners
Ohio
$10.9M +$2.41M +5,650 +33%
NCM
502
Narwhal Capital Management
Georgia
$10.9M -$1.43M -3,340 -13%
LCM
503
Logan Capital Management
Pennsylvania
$10.9M
SAM
504
Securian Asset Management
Minnesota
$10.8M -$838K -1,964 -8%
TCBWMS
505
Texas Capital Bank Wealth Management Services
Texas
$10.8M +$587K +1,376 +6%
MGP
506
Metis Global Partners
California
$10.8M -$530K -1,241 -5%
SIG
507
Stonegate Investment Group
Alabama
$10.7M +$5.34M +12,513 +125%
TIAA Trust, National Association
508
TIAA Trust, National Association
North Carolina
$10.7M -$148K -347 -2%
SFM
509
Signet Financial Management
New Jersey
$10.6M -$723K -1,693 -7%
BBVA
510
Banco Bilbao Vizcaya Argentaria
Spain
$10.6M -$2.16M -5,068 -19%
CICC
511
Capital Investment Counsel (Colorado)
Colorado
$10.6M +$854 +2 +0%
KWA
512
Kingswood Wealth Advisors
California
$10.6M +$1.06M +2,487 +13%
SL
513
Summitry LLC
California
$10.6M +$417K +977 +5%
PAS
514
Park Avenue Securities
New York
$10.4M +$707K +1,656 +8%
AWM
515
Axxcess Wealth Management
California
$10.4M +$782K +1,832 +9%
FMI
516
F/M Investments
District of Columbia
$10.4M -$73.9K -173 -0.8%
VFA
517
Valeo Financial Advisors
Indiana
$10.3M -$4.15M -9,714 -31%
AWA
518
Arkadios Wealth Advisors
Georgia
$10.3M +$906K +2,122 +11%
PS
519
Principal Securities
Iowa
$10.3M +$296K +693 +3%
PWP
520
Principle Wealth Partners
Connecticut
$10.2M +$72.1K +169 +0.8%
SW
521
SteelPeak Wealth
California
$10.2M +$4.28M +10,019 +88%
BFG
522
Bleakley Financial Group
New Jersey
$10.2M +$61.9K +145 +0.7%
SWP
523
Sagespring Wealth Partners
Tennessee
$10.1M +$52.9K +124 +0.6%
NMERB
524
New Mexico Educational Retirement Board
New Mexico
$10.1M -$598K -1,400 -6%
DILIC
525
Dai-ichi Life Insurance Company
Japan
$10.1M -$32.4K -76 -0.4%