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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
MMHP
851
Murphy Middleton Hinkle & Parker
Georgia
$2.01M
Bank Julius Baer & Co
852
Bank Julius Baer & Co
Switzerland
$2.01M +$1.54M +6,377 +265%
MOS
853
MGO One Seven
Ohio
$2M +$580K +2,401 +38%
AWM
854
Avitas Wealth Management
California
$2M -$4.11K -17 -0.2%
HCM
855
Hodges Capital Management
Texas
$1.99M -$1.73M -7,148 -40%
OA
856
Oxbow Advisors
Texas
$1.99M
HDIM
857
Hanson & Doremus Investment Management
Vermont
$1.99M -$72.8K -301 -3%
Wealth Enhancement Advisory Services
858
Wealth Enhancement Advisory Services
Minnesota
$1.98M +$1.23M +5,083 +143%
CPA
859
Court Place Advisors
Maryland
$1.97M
SEC
860
Seven Eight Capital
New York
$1.96M +$2.08M +8,584 New
IWM
861
IHT Wealth Management
Illinois
$1.96M +$76.6K +317 +4%
BCM
862
Boltwood Capital Management
California
$1.96M +$14.5K +60 +0.7%
DWA
863
Douglass Winthrop Advisors
New York
$1.94M -$121K -500 -6%
LWP
864
LMG Wealth Partners
Louisiana
$1.94M +$80.3K +332 +4%
OPA
865
Old Port Advisors
Maine
$1.91M -$70.8K -293 -3%
EH
866
Equitable Holdings
New York
$1.91M +$10.4K +43 +0.5%
SW
867
SlateStone Wealth
Florida
$1.89M +$312K +1,292 +18%
FDS
868
First Dallas Securities
Texas
$1.88M -$6.04K -25 -0.3%
SBIA
869
Sheaff Brock Investment Advisors
Indiana
$1.88M -$14K -58 -0.7%
GTAM
870
Global Trust Asset Management
Florida
$1.88M +$24.9K +103 +1%
SWM
871
SeaCrest Wealth Management
New York
$1.88M +$12.3K +51 +0.6%
CD
872
Chapin Davis
Maryland
$1.87M +$1.21K +5 +0.1%
TIA
873
Trust Investment Advisors
Indiana
$1.87M -$60.4K -250 -3%
HCM
874
Howland Capital Management
Massachusetts
$1.87M +$732K +3,026 +59%
FIM
875
Fruth Investment Management
Texas
$1.86M