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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
601
Monument Capital Management
Virginia
$3.54M +$77.6K +370 +2%
Bank Julius Baer & Co
602
Bank Julius Baer & Co
Switzerland
$3.53M -$4.49M -21,389 -57%
KCM
603
Kempner Capital Management
Texas
$3.52M +$1.25M +5,941 +60%
SSB
604
Sandy Spring Bank
Maryland
$3.51M +$79.7K +380 +2%
KJWM
605
Kiley Juergens Wealth Management
Washington
$3.48M -$901K -4,297 -22%
SWP
606
Stratos Wealth Partners
Ohio
$3.48M +$31.2K +149 +1%
IA
607
IndexIQ Advisors
New York
$3.47M +$621K +2,963 +24%
SWM
608
Spire Wealth Management
Virginia
$3.44M -$751K -3,582 -19%
AWE
609
Avidian Wealth Enterprises
Texas
$3.44M +$96.7K +461 +3%
LSAG
610
Lake Street Advisors Group
New Hampshire
$3.43M +$78.6K +375 +2%
SIP
611
Stoneridge Investment Partners
Pennsylvania
$3.42M +$283K +1,350 +10%
VI
612
Vestcor Inc
New Brunswick, Canada
$3.41M +$1.79M +8,541 +126%
ACM
613
AlphaCrest Capital Management
New York
$3.4M -$1.47M -6,997 -31%
SCP
614
Stamos Capital Partners
California
$3.39M +$2.16M +10,300 +210%
Lido Advisors
615
Lido Advisors
California
$3.38M -$3.36K -16 -0.1%
RC
616
Roundview Capital
New Jersey
$3.38M +$13.8K +66 +0.4%
Carson Wealth (CWM LLC)
617
Carson Wealth (CWM LLC)
Nebraska
$3.37M +$93.3K +445 +3%
EAM
618
Eukles Asset Management
Ohio
$3.37M -$26.2K -125 -0.8%
WB
619
Webster Bank
Connecticut
$3.37M +$102K +484 +3%
CCB
620
Country Club Bank
Missouri
$3.35M +$3.15M +15,003 New
KFBMI
621
Kentucky Farm Bureau Mutual Insurance
Kentucky
$3.34M
RC
622
RBF Capital
California
$3.34M
RCAP
623
Resolute Capital Asset Partners
Colorado
$3.34M +$3.15M +15,000 New
ClearBridge Investments
624
ClearBridge Investments
New York
$3.34M +$1.17M +5,560 +59%
KCM
625
Karp Capital Management
California
$3.34M +$3.14M +14,977 New