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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
PAS
1051
Park Avenue Securities
New York
$391K +$393K +3,092 New
PP
1052
PrairieView Partners
Minnesota
$391K +$393K +3,094 New
NPPM
1053
North Point Portfolio Managers
Ohio
$388K
Vanguard Capital Wealth Advisors
1054
Vanguard Capital Wealth Advisors
Colorado
$387K -$24.5K -193 -6%
AWE
1055
Avidian Wealth Enterprises
Texas
$383K -$165K -1,295 -30%
AWCI
1056
Alpine Woods Capital Investors
New York
$382K
CTA
1057
Chesley Taft & Associates
Illinois
$382K +$5.46K +43 +1%
CWM
1058
Circle Wealth Management
New Jersey
$380K -$24.8K -195 -6%
SCA
1059
Sippican Capital Advisors
Massachusetts
$379K
SACTSONJ
1060
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$379K
WMG
1061
WESCAP Management Group
California
$378K
IIC
1062
Ironwood Investment Counsel
Arizona
$374K +$3.18K +25 +0.9%
KF
1063
Krilogy Financial
Missouri
$372K -$71.8K -565 -16%
RWM
1064
Ritholtz Wealth Management
New York
$372K +$3.94K +31 +1%
DI
1065
Diligent Investors
California
$372K +$11.4K +90 +3%
CCMD
1066
Cypress Capital Management (Delaware)
Delaware
$369K
CIA
1067
Choate Investment Advisors
Massachusetts
$369K +$6.35K +50 +2%
CA
1068
Calton & Associates
Florida
$368K +$46.6K +367 +14%
MHIC
1069
Marble Harbor Investment Counsel
Massachusetts
$367K
CP
1070
Camelot Portfolios
Ohio
$366K -$321K -2,528 -47%
CWM
1071
Concentric Wealth Management
California
$366K
HA
1072
Halsey Associates
Connecticut
$364K +$31.8K +250 +10%
MCM
1073
Maryland Capital Management
Maryland
$362K -$55.9K -440 -13%
RT
1074
Rockland Trust
Massachusetts
$362K -$18.7K -147 -5%
DIA
1075
Davidson Investment Advisors
Montana
$361K -$3.18K -25 -0.9%