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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
SC
1101
SouthState Corp
Florida
$471K -$17.4K -124 -4%
PWPS
1102
Pinnacle Wealth Planning Services
Ohio
$465K +$5.62K +40 +1%
NPPM
1103
North Point Portfolio Managers
Ohio
$465K +$5.76K +41 +1%
GTAM
1104
Global Trust Asset Management
Florida
$464K
CB
1105
CNB Bank
Pennsylvania
$463K -$10.5K -75 -2%
WPW
1106
Waldron Private Wealth
Pennsylvania
$463K +$34K +242 +8%
WA
1107
Wealth Alliance
New York
$462K +$105K +750 +32%
AIC
1108
Archer Investment Corporation
Indiana
$462K +$341K +2,425 +361%
KPW
1109
Kore Private Wealth
New York
$461K +$65K +463 +18%
IWA
1110
Intercontinental Wealth Advisors
Texas
$460K +$2.53K +18 +0.6%
FFA
1111
Founders Financial Alliance
North Carolina
$459K +$421K +2,995 New
NB
1112
Nicolet Bankshares
Wisconsin
$458K +$5.62K +40 +1%
FB
1113
Fulton Bank
Pennsylvania
$456K +$72.6K +517 +20%
First Manhattan
1114
First Manhattan
New York
$450K +$562 +4 +0.1%
TWI
1115
Thomas White International
Illinois
$449K
EWA
1116
EP Wealth Advisors
California
$448K +$422K +3,001 New
NIPH
1117
NN Investment Partners Holdings
Netherlands
$447K -$225K -1,600 -35%
CCG
1118
Ceeto Capital Group
Florida
$447K
SACTSONJ
1119
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$447K
FLPIM
1120
F.L. Putnam Investment Management
Massachusetts
$447K +$77.3K +550 +22%
IECM
1121
Intrinsic Edge Capital Management
Illinois
$447K +$421K +3,000 New
THWM
1122
Taylor Hoffman Wealth Management
Virginia
$444K -$41.9K -298 -9%
NG
1123
Northstar Group
New York
$443K
SWM
1124
SVA Wealth Management
Wisconsin
$443K +$1.97K +14 +0.5%
EWM
1125
Evermay Wealth Management
Virginia
$441K