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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
FIAS
826
FinTrust Investment Advisory Services
South Carolina
$606K +$560K +4,863 New
TAM
827
Taylor Asset Management
Ontario, Canada
$599K
RIL
828
Rothschild Investment LLC
Illinois
$598K -$46.1K -400 -8%
CTA
829
Chesley Taft & Associates
Illinois
$598K +$76.9K +668 +16%
BIM
830
Bridges Investment Management
Nebraska
$592K +$155K +1,346 +40%
CCT
831
Country Club Trust
Missouri
$591K -$471K -4,087 -46%
NPC
832
National Planning Corporation
California
$591K -$88.2K -766 -14%
FQ
833
First Quadrant
California
$591K +$546K +4,738 New
AIM
834
Aspen Investment Management
Michigan
$589K
VWA
835
V Wealth Advisors
Kansas
$587K +$6.79K +59 +1%
JWA
836
JFS Wealth Advisors
Pennsylvania
$577K
UF
837
Univest Financial
Pennsylvania
$575K -$2.76K -24 -0.5%
TNBTD
838
Trustmark National Bank Trust Department
Mississippi
$572K -$82.7K -718 -14%
AB
839
AT Bancorp
Iowa
$569K
BSW
840
Buckingham Strategic Wealth
Missouri
$567K -$58.6K -509 -10%
AF
841
Aldebaran Financial
$561K
PCM
842
Penserra Capital Management
California
$561K +$227K +1,975 +78%
FNT
843
First National Trust
Pennsylvania
$559K -$21.5K -187 -4%
BAM
844
Belpointe Asset Management
Nevada
$554K +$512K +4,443 New
ID
845
Integral Derivatives
New York
$546K +$504K +4,378 New
ANRIA
846
American National Registered Investment Advisor
Texas
$544K -$104K -900 -17%
AT
847
Arden Trust
Delaware
$544K -$2.19K -19 -0.4%
SLF
848
Sun Life Financial
Ontario, Canada
$543K -$220K -1,906 -30%
Jones Financial Companies
849
Jones Financial Companies
Missouri
$541K -$80.7K -701 -14%
MNBTD
850
Moody National Bank Trust Division
Texas
$539K -$104K -900 -17%