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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
PAS
851
Point72 Asia (Singapore)
Singapore
$3.76M +$3.23M +9,690 New
CWP
852
Concord Wealth Partners
Virginia
$3.76M -$178K -533 -5%
CAMV
853
Concord Asset Management (Virginia)
Virginia
$3.76M +$228K +684 +8%
FPAS
854
Focus Partners Advisor Solutions
Missouri
$3.75M -$1.13M -3,378 -26%
HFM
855
Hartford Financial Management
Connecticut
$3.74M -$4.1M -12,301 -56%
CA
856
Cumberland Advisors
Florida
$3.71M -$1K -3 -0%
ISB
857
Iowa State Bank
Iowa
$3.67M -$921K -2,764 -23%
CLOS
858
Compagnie Lombard Odier SCmA
Switzerland
$3.67M
HSA
859
HBK Sorce Advisory
Pennsylvania
$3.66M +$10.3K +31 +0.3%
1SB
860
1ST Source Bank
Indiana
$3.66M +$43.7K +131 +1%
CRC
861
Curi RMB Capital
Illinois
$3.61M +$2.42M +7,257 +356%
GVAG
862
Great Valley Advisor Group
Delaware
$3.61M -$419K -1,258 -12%
PH
863
Pinnacle Holdings
Oklahoma
$3.61M +$251K +752 +9%
SWM
864
SeaCrest Wealth Management
New York
$3.6M -$157K -472 -5%
VSQM
865
V-Square Quantitative Management
Illinois
$3.59M -$72.3K -217 -2%
CSC
866
Caldwell Sutter Capital
California
$3.57M -$18.7K -56 -0.6%
BWM
867
Buckley Wealth Management
Nevada
$3.57M
AAM
868
Advisors Asset Management
Colorado
$3.55M -$477K -1,430 -14%
FNBTCON
869
First National Bank & Trust Co of Newtown
Pennsylvania
$3.55M -$23.3K -70 -0.8%
SCM
870
Schnieders Capital Management
California
$3.55M +$116K +347 +4%
KFP
871
KMG Fiduciary Partners
Ohio
$3.54M +$77K +231 +3%
Envestnet Portfolio Solutions
872
Envestnet Portfolio Solutions
Illinois
$3.53M -$964K -2,891 -24%
BFA
873
Brendel Financial Advisors
New Hampshire
$3.52M +$3.02M +9,072 New
NP
874
Nilsine Partners
Colorado
$3.52M -$216K -649 -7%
AA
875
Aire Advisors
California
$3.51M +$8.33K +25 +0.3%