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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
776
Mystic Asset Management
Rhode Island
$3.84M
EWA
777
EP Wealth Advisors
California
$3.83M +$508K +1,588 +18%
BBHC
778
Brown Brothers Harriman & Co
New York
$3.82M -$141K -441 -4%
PA
779
PFG Advisors
Arizona
$3.82M +$27.5K +86 +0.8%
MMG
780
Monetary Management Group
Missouri
$3.82M +$7.99K +25 +0.2%
IWM
781
IHT Wealth Management
Illinois
$3.81M -$87.9K -275 -3%
PFA
782
Pure Financial Advisors
California
$3.79M +$536K +1,678 +19%
FFN
783
Focus Financial Network
Minnesota
$3.79M -$6.1M -19,077 -64%
DCM
784
Donaldson Capital Management
Indiana
$3.79M -$10.5K -33 -0.3%
OCAM
785
Onex Canada Asset Management
Ontario, Canada
$3.79M -$290K -908 -8%
WWP
786
WR Wealth Planners
Missouri
$3.78M -$68.1K -213 -2%
MMPW
787
Mitchell McLeod Pugh & Williams
Alabama
$3.78M -$53.1K -166 -2%
SCM
788
Schnieders Capital Management
California
$3.76M +$79.9K +250 +2%
TCOT
789
Trust Company of Toledo
Ohio
$3.75M -$143K -446 -4%
NGA
790
Naples Global Advisors
Florida
$3.74M -$73.2K -229 -2%
FDS
791
First Dallas Securities
Texas
$3.74M -$32K -100 -1%
EWM
792
Evercore Wealth Management
New York
$3.73M -$175K -547 -5%
OLA
793
Oliver Luxxe Assets
New Jersey
$3.73M -$22.7K -71 -0.7%
RCM
794
Regency Capital Management
Hawaii
$3.73M -$299K -935 -8%
FWM
795
Finer Wealth Management
Massachusetts
$3.73M +$126K +395 +4%
SWM
796
SeaCrest Wealth Management
New York
$3.73M -$640K -2,002 -16%
GQG Partners
797
GQG Partners
Florida
$3.68M -$3.54M -11,083 -52%
BIM
798
Baldwin Investment Management
Pennsylvania
$3.68M +$19.2K +60 +0.6%
KFP
799
KMG Fiduciary Partners
Ohio
$3.67M -$2.65M -8,295 -45%
1SB
800
1ST Source Bank
Indiana
$3.67M -$37.4K -117 -1%