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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
1051
Parkside Financial Bank & Trust
Missouri
$2.05M +$177K +553 +11%
SFP
1052
Shepherd Financial Partners
Massachusetts
$2.05M +$7.99K +25 +0.4%
CWP
1053
CFM Wealth Partners
Texas
$2.05M -$32K -100 -2%
PVI
1054
Pine Valley Investments
New Jersey
$2.04M -$129K -403 -7%
AMG
1055
Advisors Management Group
Wisconsin
$2.03M -$21.1K -66 -1%
AWA
1056
Arkadios Wealth Advisors
Georgia
$2.03M -$111K -346 -6%
SIA
1057
Schear Investment Advisers
Ohio
$2.02M +$200K +627 +13%
CWM
1058
Connecticut Wealth Management
Connecticut
$2.02M -$320 -1 -0%
TNA
1059
True North Advisors
Texas
$2.01M -$639 -2 -0%
GFS
1060
GYL Financial Synergies
Connecticut
$2.01M +$60.4K +189 +4%
CRC
1061
Curi RMB Capital
Illinois
$2.01M -$3.52K -11 -0.2%
LCGC
1062
Legacy Capital Group California
California
$2.01M +$578K +1,810 +49%
AW
1063
Alaethes Wealth
Nevada
$1.99M -$3.2K -10 -0.2%
LRPA
1064
L. Roy Papp & Associates
Arizona
$1.99M -$639K -2,000 -27%
LHC
1065
Little House Capital
Massachusetts
$1.99M -$527K -1,648 -23%
ITIM
1066
Indiana Trust & Investment Management
Indiana
$1.98M -$27.2K -85 -2%
GEA
1067
Glen Eagle Advisors
New Jersey
$1.98M +$107K +335 +7%
CI
1068
Cigna Investments
Connecticut
$1.98M -$16.3K -51 -0.9%
BHCM
1069
Brevan Howard Capital Management
Jersey
$1.98M -$848K -2,652 -33%
HPC
1070
HM Payson & Co
Maine
$1.97M +$639 +2 +0%
CCM
1071
Chilton Capital Management
Texas
$1.97M -$24.8M -77,669 -94%
SA
1072
Strategic Advisors
New York
$1.97M -$1.81M -5,656 -51%
SAM
1073
Sequent Asset Management
Texas
$1.97M
CFGS
1074
Concourse Financial Group Securities
Alabama
$1.97M +$639 +2 +0%
ITFISA
1075
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.96M +$931K +2,912 +109%