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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
LOIM
801
Liberty One Investment Management
Illinois
$1.95M -$63.1K -273 -3%
TSWM
802
Triangle Securities Wealth Management
North Carolina
$1.94M -$160K -694 -7%
FTDI
803
First Trust Direct Indexing
Massachusetts
$1.93M +$626K +2,710 +44%
TPCW
804
TD Private Client Wealth
New York
$1.93M +$228K +986 +13%
MCWS
805
McKinley Carter Wealth Services
West Virginia
$1.93M +$3.46K +15 +0.2%
BDS
806
Banco de Sabadell
Florida
$1.92M -$10.1M -43,837 -83%
UFF
807
USA Financial Formulas
Michigan
$1.92M -$696K -3,012 -25%
QI
808
QS Investors
New York
$1.92M -$12.5K -54 -0.6%
VWA
809
V Wealth Advisors
Kansas
$1.92M +$319K +1,381 +19%
TIA
810
Trust Investment Advisors
Indiana
$1.91M -$7.85K -34 -0.4%
LC
811
Lavaca Capital
Texas
$1.91M +$797K +3,450 +65%
AIM
812
Anchor Investment Management
South Carolina
$1.9M +$134K +580 +7%
UBV
813
United Bank (Virginia)
Virginia
$1.89M
SCM
814
Spreng Capital Management
Ohio
$1.89M -$3.46K -15 -0.2%
CFA
815
Carroll Financial Associates
North Carolina
$1.89M -$364K -1,574 -15%
SWM
816
SeaCrest Wealth Management
New York
$1.89M +$100K +433 +5%
RCM
817
Radnor Capital Management
Pennsylvania
$1.88M
SSWM
818
Smith Salley Wealth Management
North Carolina
$1.87M +$240K +1,039 +14%
EFS
819
Essex Financial Services
Connecticut
$1.86M
RG
820
Rathbones Group
United Kingdom
$1.86M +$85.5K +370 +5%
NGA
821
Naples Global Advisors
Florida
$1.85M +$5.54K +24 +0.3%
VVP
822
Venture Visionary Partners
Ohio
$1.84M +$31.9K +138 +2%
JIC
823
Johnson Investment Counsel
Ohio
$1.84M -$26.1K -113 -1%
CPA
824
Court Place Advisors
Maryland
$1.84M
Nomura Holdings
825
Nomura Holdings
Japan
$1.83M -$535K -2,317 -22%