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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
MIM
676
Montgomery Investment Management
Maryland
$10.1M
OCA
677
OpenArc Corporate Advisory
Georgia
$10.1M +$472K +681 +5%
SCP
678
Sandhill Capital Partners
New York
$10.1M -$1.19M -1,711 -11%
RBC
679
Romano Brothers & Co
Illinois
$10.1M -$47.1K -68 -0.5%
CWM
680
Calamos Wealth Management
Illinois
$10.1M +$6.5M +9,384 +193%
SFG
681
SevenBridge Financial Group
Pennsylvania
$10M -$212K -306 -2%
TCM
682
Traynor Capital Management
Pennsylvania
$9.99M +$871K +1,258 +9%
PIM
683
Plato Investment Management
Australia
$9.97M +$188K +271 +2%
CI
684
CX Institutional
Indiana
$9.95M -$8.42M -12,158 -46%
OFS
685
OneAscent Financial Services
Alabama
$9.94M +$7.55M +10,906 +350%
GI
686
GAMMA Investing
California
$9.93M +$763K +1,102 +9%
CL
687
CVFG LLC
Indiana
$9.91M +$9.69M +13,993 New
PWAM
688
Private Wealth Asset Management
Iowa
$9.87M +$188K +272 +2%
CM
689
Castleark Management
Illinois
$9.86M
PK
690
Pflug Koory
Nebraska
$9.81M -$5.54K -8 -0.1%
MCM
691
Monument Capital Management
Virginia
$9.78M -$424K -612 -4%
HAG
692
HighPoint Advisor Group
Illinois
$9.78M -$24.7M -35,672 -72%
WIM
693
WealthPlan Investment Management
Nebraska
$9.76M +$2.67M +3,849 +39%
FWP
694
FAS Wealth Partners
Kansas
$9.74M -$1.49M -2,146 -13%
ATPW
695
Ashton Thomas Private Wealth
Arizona
$9.72M -$4.78M -6,899 -33%
FFWA
696
FRG Family Wealth Advisors
Washington
$9.72M -$263K -379 -3%
CC
697
Cadinha & Co
Hawaii
$9.71M -$7.91M -11,426 -45%
QCG
698
Quadrant Capital Group
Ohio
$9.7M +$233K +336 +3%
ClearBridge Investments
699
ClearBridge Investments
New York
$9.7M -$116K -168 -1%
BEC
700
Blue Edge Capital
Virginia
$9.68M +$375K +541 +4%