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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
COF
1176
Capital One Financial
Virginia
$777K +$102K +440 +14%
TAM
1177
Taurus Asset Management
New York
$774K
WP
1178
WMS Partners
Maryland
$772K +$62.1K +269 +8%
MBT
1179
Montecito Bank & Trust
California
$771K +$1.39K +6 +0.2%
CT
1180
Cambridge Trust
Massachusetts
$770K -$19.9K -86 -2%
AAM
1181
Auxier Asset Management
Oregon
$770K
BRM
1182
Boston Research & Management
Massachusetts
$770K
ATPW
1183
Ashton Thomas Private Wealth
Arizona
$767K -$10.9K -47 -1%
MF
1184
Montis Financial
Massachusetts
$766K
NB
1185
Nicolet Bankshares
Wisconsin
$766K
HWA
1186
HHM Wealth Advisors
Tennessee
$766K +$4.16K +18 +0.5%
FFG
1187
Fortem Financial Group
California
$766K +$32.3K +140 +4%
CFS
1188
CRA Financial Services
New Jersey
$764K
TCB
1189
Texas Capital Bancshares
Texas
$764K +$1.85K +8 +0.2%
RSWM
1190
Robertson Stephens Wealth Management
California
$764K +$178K +771 +28%
DBIA
1191
Dumont & Blake Investment Advisors
New Jersey
$763K -$1.62K -7 -0.2%
SAM
1192
SignalPoint Asset Management
Missouri
$762K -$16.4K -71 -2%
GA
1193
GoalVest Advisory
New York
$761K +$476K +2,062 +144%
QCIG
1194
Quad-Cities Investment Group
Iowa
$760K +$29.3K +127 +4%
Vanguard Capital Wealth Advisors
1195
Vanguard Capital Wealth Advisors
Colorado
$760K +$47.1K +204 +6%
MA
1196
Mosaic Advisors
Texas
$758K -$21K -91 -3%
GG
1197
Gleason Group
Kentucky
$758K +$3.46K +15 +0.4%
VWA
1198
Visionary Wealth Advisors
Illinois
$754K -$139K -602 -15%
RMDI
1199
R.M. Davis Inc
Maine
$754K +$21.5K +93 +3%
CHA
1200
Carmichael Hill & Associates
Maryland
$748K -$46.2K -200 -6%