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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
BPA
1076
Beacon Pointe Advisors
California
$964K -$109K -528 -11%
BHIA
1077
Birch Hill Investment Advisors
Massachusetts
$964K +$82.8K +400 +11%
SWA
1078
Sutton Wealth Advisors
Florida
$962K +$2.07K +10 +0.2%
QI
1079
Qtron Investments
Massachusetts
$962K
ClearBridge Investments
1080
ClearBridge Investments
New York
$960K +$360K +1,737 +72%
CC
1081
Chicago Capital
Illinois
$959K
LF
1082
Lantz Financial
Illinois
$956K -$34K -164 -4%
MOS
1083
MGO One Seven
Ohio
$955K +$43.3K +209 +5%
EWA
1084
EP Wealth Advisors
California
$955K +$87.2K +421 +11%
BIM
1085
Bridges Investment Management
Nebraska
$950K
DHFB
1086
Dixon Hubard Feinour & Brown
Virginia
$949K -$149K -720 -15%
JAG
1087
Journey Advisory Group
Kentucky
$947K -$6.21K -30 -0.7%
HVIA
1088
Hudson Valley Investment Advisors
New York
$946K +$3.1K +15 +0.4%
AWA
1089
Arkadios Wealth Advisors
Georgia
$946K +$12.2K +59 +1%
VWA
1090
Visionary Wealth Advisors
Illinois
$942K -$15.9K -77 -2%
MFA
1091
Mayflower Financial Advisors
Massachusetts
$937K +$98.3K +475 +13%
FCA
1092
FinTrust Capital Advisors
South Carolina
$936K +$20.5K +99 +3%
NL
1093
NWAM LLC
Washington
$933K +$9.11K +44 +1%
CWA
1094
Clarus Wealth Advisors
Arizona
$928K +$303K +1,465 +57%
SC
1095
Saybrook Capital
North Carolina
$927K
CST
1096
Charles Schwab Trust
Nevada
$925K -$27.7K -134 -3%
FPCP
1097
Fort Point Capital Partners
California
$918K -$59.2K -286 -7%
PA
1098
PFG Advisors
Arizona
$916K -$287K -1,388 -26%
BCA
1099
Bay Colony Advisors
Massachusetts
$914K +$83.8K +405 +11%
ANRIA
1100
American National Registered Investment Advisor
Texas
$911K -$5.17K -25 -0.6%