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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
BA
951
Birinyi Associates
Connecticut
$1M
VFM
952
Viking Fund Management
North Dakota
$1M
Vanguard Personalized Indexing Management
953
Vanguard Personalized Indexing Management
California
$1M +$129K +758 +16%
PWM
954
Palumbo Wealth Management
New York
$999K +$931K +5,490 New
PAM
955
Private Asset Management
California
$998K -$454K -2,675 -33%
VST
956
Van Strum & Towne
California
$998K
GRP
957
Global Retirement Partners
California
$998K +$3.22K +19 +0.3%
PA
958
Procyon Advisors
Connecticut
$996K +$14.4K +85 +2%
CCP
959
Corient Capital Partners
California
$992K -$7.97K -47 -0.9%
MYLI
960
Meiji Yasuda Life Insurance
Japan
$991K -$625K -3,684 -40%
IWM
961
IHT Wealth Management
Illinois
$991K +$150K +884 +19%
AF
962
Alerus Financial
North Dakota
$988K +$920K +5,427 New
WFM
963
Wolff Financial Management
Michigan
$985K
MAM
964
Mastrapasqua Asset Management
Tennessee
$982K -$192K -1,130 -17%
GVAG
965
Great Valley Advisor Group
Delaware
$982K -$509 -3 -0.1%
KPW
966
Kore Private Wealth
New York
$982K +$391K +2,305 +75%
SFG
967
SevenBridge Financial Group
Pennsylvania
$979K
FFS
968
Founders Financial Securities
Maryland
$975K +$908K +5,357 New
PA
969
PFG Advisors
Arizona
$971K +$14.2K +84 +2%
GPA
970
Garrison Point Advisors
California
$966K -$25.4K -150 -3%
TWP
971
Tempus Wealth Planning
California
$965K
RIA
972
Realta Investment Advisors
Delaware
$965K +$102K +599 +13%
SSG
973
Summit Securities Group
New York
$965K +$526K +3,100 +141%
FA
974
FMA Advisory
Pennsylvania
$964K +$345K +2,037 +63%
TC
975
Telemus Capital
Michigan
$963K +$898K +5,293 New