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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
1WM
1151
1900 Wealth Management
Texas
$977K +$151K +625 +18%
CA
1152
Carson Advisory
Georgia
$975K +$1.03M +4,261 New
DIA
1153
Dana Investment Advisors
Wisconsin
$973K -$78.1K -323 -7%
CCG
1154
Cypress Capital Group
Florida
$971K -$12.1K -50 -1%
MAM
1155
Morse Asset Management
Connecticut
$971K +$120K +498 +13%
BHBT
1156
Burke & Herbert Bank & Trust
Virginia
$970K -$24.2K -100 -2%
CBT
1157
CoreFirst Bank & Trust
Kansas
$969K -$1.21K -5 -0.1%
TPWA
1158
TRUE Private Wealth Advisors
Oregon
$968K -$4.11K -17 -0.4%
CSB
1159
City State Bank
Iowa
$968K -$72K -298 -7%
CWP
1160
Capital Wealth Planning
Florida
$968K +$118K +490 +13%
TCWM
1161
Total Clarity Wealth Management
Illinois
$968K +$50K +207 +5%
BHIA
1162
Birch Hill Investment Advisors
Massachusetts
$964K – – –
SC
1163
Solstein Capital
California
$964K – – –
GC
1164
Gilbert & Cook
Iowa
$964K +$9.43K +39 +0.9%
AA
1165
Argent Advisors
Louisiana
$962K +$57.5K +238 +6%
DAS
1166
Dynamic Advisor Solutions
Arizona
$962K -$227K -938 -18%
SAA
1167
Southeast Asset Advisors
Georgia
$962K +$4.11K +17 +0.4%
Point72 Asset Management
1168
Point72 Asset Management
Connecticut
$961K +$1.02M +4,201 New
BSA
1169
Braun Stacey Associates
New York
$961K +$471K +1,950 +87%
QCG
1170
Quadrant Capital Group
Ohio
$959K +$87.8K +363 +9%
GC
1171
Grimes & Company
Massachusetts
$954K +$698K +2,888 +226%
Grantham, Mayo, Van Otterloo & Co (GMO)
1172
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$953K -$1.04M -4,300 -51%
EHWM
1173
Eads & Heald Wealth Management
Georgia
$948K +$566K +2,340 +130%
CC
1174
Chicago Capital
Illinois
$946K – – –
AA
1175
Advisory Alpha
Michigan
$945K +$1.69K +7 +0.2%