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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
CWS
1026
Confluence Wealth Services
Pennsylvania
$4.88M +$568K +820 +14%
LFS
1027
Legacy Financial Strategies
Kansas
$4.87M +$2.27M +3,275 +91%
BCM
1028
Becker Capital Management
Oregon
$4.87M +$6.93K +10 +0.1%
IP
1029
Ignite Planners
California
$4.86M +$71.3K +103 +2%
HA
1030
Huntleigh Advisors
Missouri
$4.86M +$422K +609 +10%
APP
1031
Avantax Planning Partners
Iowa
$4.85M +$693 +1 +0%
GIC
1032
Generali Investments CEE
Czech Republic
$4.85M -$1.06M -1,529 -18%
WFC
1033
Western Financial Corp
California
$4.85M +$4.74M +6,842 New
LJCM
1034
Lee Johnson Capital Management
Texas
$4.84M +$4.73M +6,825 New
SCA
1035
STALEY CAPITAL ADVISERS
Pennsylvania
$4.82M
KA
1036
KLCM Advisors
Wisconsin
$4.81M -$929K -1,341 -17%
CSI
1037
Cross Staff Investments
New York
$4.8M -$197K -285 -4%
KRS
1038
Kentucky Retirement Systems
Kentucky
$4.77M +$16.3M +23,467 +81%
HCA
1039
Harbor Capital Advisors
Illinois
$4.76M -$708K -1,022 -13%
LFM
1040
LGT Fund Management
Liechtenstein
$4.76M -$907K -1,309 -16%
Grantham, Mayo, Van Otterloo & Co (GMO)
1041
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.75M +$2.6M +3,750 +127%
ERIC
1042
Eagle Rock Investment Company
Georgia
$4.75M
SIG
1043
Sargent Investment Group
Maryland
$4.74M -$47.1K -68 -1%
HCM
1044
Howland Capital Management
Massachusetts
$4.74M
BCWM
1045
Bartlett & Co Wealth Management
Ohio
$4.73M -$118K -171 -3%
CGPCS
1046
Capital Group Private Client Services
California
$4.72M +$108K +156 +2%
BA
1047
Bellwether Advisors
Nebraska
$4.72M -$306K -442 -6%
WANY
1048
Wealthspire Advisors (New York)
New York
$4.7M -$990K -1,429 -18%
LSA
1049
Leonteq Securities AG
Switzerland
$4.69M -$11.2M -16,228 -71%
QC
1050
Quadrature Capital
United Kingdom
$4.69M +$4.58M +6,616 New