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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
IP
1051
Investment Partners
Ohio
$845K +$1.25K +6 +0.1%
EWM
1052
Empirical Wealth Management
Washington
$843K +$135K +650 +17%
TAIM
1053
TD Ameritrade Investment Management
Nebraska
$839K +$373K +1,793 +47%
HI
1054
HBK Investments
Texas
$838K -$370K -1,777 -29%
BHBT
1055
Burke & Herbert Bank & Trust
Virginia
$835K -$2.08K -10 -0.2%
CCG
1056
Cypress Capital Group
Florida
$826K +$6.04K +29 +0.7%
RM
1057
Resource Management
Louisiana
$825K -$82.9K -398 -8%
SIA
1058
Sit Investment Associates
Minnesota
$825K -$9.58K -46 -1%
SIM
1059
Sentry Investment Management
Wisconsin
$824K -$298K -1,432 -25%
TC
1060
Trust Company
Kansas
$822K -$1.46K -7 -0.2%
KFS
1061
Kaizen Financial Strategies
California
$822K +$892K +4,283 New
BPC
1062
Banque Pictet & Cie
Switzerland
$821K
OPS
1063
Orion Portfolio Solutions
Nebraska
$819K -$313K -1,501 -26%
MOS
1064
MGO One Seven
Ohio
$816K -$625 -3 -0.1%
IGGA
1065
Iron Gate Global Advisors
Utah
$809K +$7.92M +38,019 +907%
MFA
1066
Mayflower Financial Advisors
Massachusetts
$808K +$8.75K +42 +1%
RWP
1067
RWA Wealth Partners
Massachusetts
$808K +$9.79K +47 +1%
JWA
1068
JFS Wealth Advisors
Pennsylvania
$808K +$272K +1,305 +45%
KA
1069
Kercheville Advisors
Texas
$806K +$6.25K +30 +0.7%
SC
1070
Saybrook Capital
North Carolina
$806K +$41.7K +200 +5%
1832 Asset Management
1071
1832 Asset Management
Ontario, Canada
$805K +$839K +4,027 +20,135%
FCIM
1072
Fairview Capital Investment Management
California
$804K +$5.83K +28 +0.7%
LF
1073
Lantz Financial
Illinois
$802K +$208 +1 +0%
CB
1074
Cadence Bank
Mississippi
$801K
SAA
1075
Southeast Asset Advisors
Georgia
$801K +$12.5K +60 +1%