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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
EH
851
Equitable Holdings
New York
$859K +$812K +5,815 New
BAM
852
Beaumont Asset Management
Texas
$847K +$801K +5,737 New
IP
853
Investment Partners
Ohio
$845K -$91.5K -656 -10%
BCM
854
BlueCrest Capital Management
Jersey
$837K +$791K +5,669 New
CCP
855
Corient Capital Partners
California
$836K -$733K -5,255 -48%
CMO
856
Covenant Multifamily Offices
Texas
$833K +$21.1K +151 +3%
WTB
857
Washington Trust Bank
Washington
$831K
RCM
858
RB Capital Management
Nevada
$830K +$47.6K +341 +6%
MMG
859
Monetary Management Group
Missouri
$827K -$65.3K -468 -8%
BFG
860
Barber Financial Group
Kansas
$824K
Rockefeller Capital Management
861
Rockefeller Capital Management
New York
$824K +$247K +1,772 +47%
TWM
862
Torch Wealth Management
Ohio
$817K -$28.3K -203 -4%
GVAG
863
Great Valley Advisor Group
Delaware
$816K +$49K +351 +7%
SCM
864
Schnieders Capital Management
California
$815K -$2.79K -20 -0.4%
CCA
865
Cobblestone Capital Advisors
New York
$812K -$6.98K -50 -0.9%
IWM
866
IHT Wealth Management
Illinois
$812K +$68.9K +494 +10%
VST
867
Van Strum & Towne
California
$810K -$14K -100 -2%
ESB
868
Essex Savings Bank
Connecticut
$808K -$92.2K -661 -11%
NQWM
869
Northwest Quadrant Wealth Management
Oregon
$807K +$4.75K +34 +0.6%
WAM
870
Wealthspire Advisors (Maryland)
Maryland
$800K -$63.9K -458 -8%
PPW
871
Parcion Private Wealth
Washington
$800K +$756K +5,420 New
WC
872
Woodstock Corp
Massachusetts
$799K -$20.2K -145 -3%
BHA
873
Beech Hill Advisors
New York
$797K
FCIM
874
Fairview Capital Investment Management
California
$796K -$9.63K -69 -1%
CCG
875
Cypress Capital Group
Florida
$796K -$9.21K -66 -1%