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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
826
Asset One Wealth Management
Washington
$5.75M +$4.63M +8,325 New
FWM
827
Finer Wealth Management
Massachusetts
$5.75M -$68.4K -123 -1%
SVWAG
828
Sound View Wealth Advisors Group
Georgia
$5.74M -$216K -389 -4%
FFM
829
Fisher Funds Management
New Zealand
$5.74M
ACM
830
Alight Capital Management
New York
$5.73M -$2.78M -5,000 -33%
GCM
831
Graham Capital Management
Connecticut
$5.73M +$5.56M +10,000 New
Members Trust
832
Members Trust
Florida
$5.72M -$731K -1,315 -12%
KC
833
Kinloch Capital
Virginia
$5.72M -$43.9K -79 -0.8%
TC
834
TwinBeech Capital
New York
$5.69M +$5.52M +9,925 New
WIM
835
WealthPlan Investment Management
Nebraska
$5.68M +$2.48M +4,458 +82%
MCWS
836
McKinley Carter Wealth Services
West Virginia
$5.68M -$81.1K -146 -1%
Los Angeles Capital Management
837
Los Angeles Capital Management
California
$5.67M -$23.1M -41,624 -81%
RAM
838
Ramirez Asset Management
New York
$5.64M
HZ
839
Hixon Zuercher
Ohio
$5.63M -$529K -951 -9%
BP
840
BNP Paribas
France
$5.63M +$2.29M +4,113 +72%
CLOS
841
Compagnie Lombard Odier SCmA
Switzerland
$5.62M +$945K +1,700 +21%
MWM
842
Mattern Wealth Management
Kansas
$5.62M -$13.9K -25 -0.3%
OCAM
843
Onex Canada Asset Management
Ontario, Canada
$5.62M -$217K -390 -4%
AF
844
Alerus Financial
North Dakota
$5.61M +$4.95M +8,907 +996%
RBWA
845
RFG - Bristol Wealth Advisors
Massachusetts
$5.61M -$95K -171 -2%
ISFAN
846
Investor's Fiduciary Advisor Network
Washington
$5.58M -$238K -429 -4%
NGA
847
Naples Global Advisors
Florida
$5.57M -$103K -185 -2%
LWP
848
LMG Wealth Partners
Louisiana
$5.56M -$291K -523 -5%
Group One Trading
849
Group One Trading
Illinois
$5.55M +$3.73M +6,708 +225%
DA
850
Denali Advisors
California
$5.55M +$4.49M +8,075 +499%