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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
TNBTD
901
Trustmark National Bank Trust Department
Mississippi
$720K +$164K +1,177 +32%
MAM
902
Mastrapasqua Asset Management
Tennessee
$716K -$18.8K -135 -3%
IB
903
Intrust Bank
Kansas
$716K +$837 +6 +0.1%
WWM
904
Windsor Wealth Management
Indiana
$714K -$13.8K -99 -2%
XF
905
XML Financial
Maryland
$712K +$673K +4,820 New
BAM
906
Belpointe Asset Management
Nevada
$711K -$286K -2,048 -30%
TWP
907
Tempus Wealth Planning
California
$709K +$670K +4,800 New
CWP
908
Capital Wealth Planning
Florida
$708K -$8.93K -64 -1%
HW
909
Hancock Whitney
Mississippi
$705K -$105K -752 -14%
SFG
910
SevenBridge Financial Group
Pennsylvania
$704K +$4.19K +30 +0.6%
CPO
911
Cerity Partners OCIO
New York
$704K +$56.8K +407 +8%
FQ
912
First Quadrant
California
$700K
NL
913
NWAM LLC
Washington
$699K -$305K -2,184 -32%
WOC
914
West Oak Capital
California
$699K -$60.7K -435 -8%
MWM
915
Mattern Wealth Management
Kansas
$699K +$660K +4,732 New
ClearBridge Investments
916
ClearBridge Investments
New York
$697K +$9.35K +67 +1%
EIA
917
Eldridge Investment Advisors
New Hampshire
$696K -$97.7K -700 -13%
EGA
918
E&G Advisors
Texas
$694K
PIMG
919
Patriot Investment Management Group
Tennessee
$692K -$2.37K -17 -0.4%
FANJ
920
Financial Architects (New Jersey)
New Jersey
$690K -$30.7K -220 -4%
Walleye Capital
921
Walleye Capital
New York
$685K +$647K +4,636 New
GLR
922
Great Lakes Retirement
Ohio
$684K +$646K +4,632 New
VWA
923
Visionary Wealth Advisors
Illinois
$681K +$643K +4,610 New
NIPH
924
NN Investment Partners Holdings
Netherlands
$679K -$4.42M -31,679 -87%
CNFG
925
Creegan & Nassoura Financial Group
New Hampshire
$676K +$638K +4,575 New