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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
SBWM
1001
Sunflower Bank Wealth Management
Arizona
$562K
JHCP
1002
Jackson Hole Capital Partners
Oklahoma
$559K
SWA
1003
Sutton Wealth Advisors
Florida
$559K +$797 +6 +0.1%
KWMG
1004
King Wealth Management Group
Florida
$557K +$266 +2 +0%
IWM
1005
IHT Wealth Management
Illinois
$553K +$43.6K +328 +9%
BAM
1006
Belpointe Asset Management
Nevada
$553K +$316K +2,377 +140%
AAM
1007
Auxier Asset Management
Oregon
$552K -$3.32K -25 -0.6%
SAA
1008
Southeast Asset Advisors
Georgia
$552K +$33.3K +251 +7%
BCMO
1009
Buckingham Capital Management (Ohio)
Ohio
$550K -$26.4K -199 -5%
LMAM
1010
Legg Mason Asset Management
Japan
$542K -$13.3K -100 -2%
SC
1011
Saybrook Capital
North Carolina
$542K
SKK
1012
Shepherd Kaplan Krochuk
Massachusetts
$542K
EBT
1013
Enterprise Bank & Trust
Massachusetts
$542K +$531K +3,998 New
ANRIA
1014
American National Registered Investment Advisor
Texas
$536K
RG
1015
Rikoon Group
New Mexico
$536K +$26.7K +201 +5%
BHBT
1016
Burke & Herbert Bank & Trust
Virginia
$535K +$19.9K +150 +4%
First Manhattan
1017
First Manhattan
New York
$530K -$33.3K -251 -6%
AWM
1018
Altium Wealth Management
New York
$528K -$3.19K -24 -0.6%
KFS
1019
Kurt F. Somerville
$528K +$139K +1,050 +37%
CC
1020
Courier Capital
New York
$527K -$244K -1,834 -32%
MCC
1021
Malaga Cove Capital
California
$527K -$43.2K -325 -8%
BCB
1022
Brian C. Broderick
$525K +$89.8K +676 +21%
ST
1023
Sabal Trust
Florida
$522K -$30.6K -230 -6%
DAM
1024
Diamant Asset Management
Connecticut
$522K
CAM
1025
Cresset Asset Management
Illinois
$521K +$43.6K +328 +9%