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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
1226
Parsec Financial Management
North Carolina
$580K +$52.9K +254 +10%
Los Angeles Capital Management
1227
Los Angeles Capital Management
California
$577K -$1.89M -9,064 -75%
DA
1228
DCM Advisors
New York
$577K -$810K -3,889 -56%
BJL
1229
Brighton Jones LLC
Washington
$577K +$7.5K +36 +1%
SG
1230
StoneX Group
New York
$576K -$2.61M -12,547 -81%
CCG
1231
Ceeto Capital Group
Florida
$576K – – –
NIPH
1232
NN Investment Partners Holdings
Netherlands
$576K – – –
SACTSONJ
1233
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$576K – – –
MLFP
1234
MPS Loria Financial Planners
Illinois
$576K +$20.4K +98 +3%
PAMG
1235
Patton Albertson Miller Group
Tennessee
$576K +$75K +360 +14%
NB
1236
Nicolet Bankshares
Wisconsin
$574K -$110K -529 -15%
HC
1237
HNP Capital
New York
$574K -$41.7K -200 -6%
VRM
1238
Vectors Research Management
New York
$574K -$41.7K -200 -6%
SGK
1239
Steigerwald Gordon & Koch
Virginia
$571K +$30K +144 +5%
LOPW
1240
Live Oak Private Wealth
North Carolina
$568K – – –
HIS
1241
Harvest Investment Services
Illinois
$568K +$16.9K +81 +3%
EN1L
1242
Engine No 1 LLC
California
$568K +$253K +1,214 +70%
AIC
1243
Archer Investment Corporation
Indiana
$567K – – –
QCG
1244
Quadrant Capital Group
Ohio
$566K +$36.2K +174 +6%
MWM
1245
Mission Wealth Management
California
$564K -$56.6K -272 -8%
IWA
1246
Intercontinental Wealth Advisors
Texas
$564K – – –
FC
1247
Ferris Capital
Massachusetts
$562K +$561K +2,693 New
LSA
1248
Lion Street Advisors
Texas
$561K +$568K +2,729 +1,365%
XF
1249
XML Financial
Maryland
$559K +$88.1K +423 +17%
MW
1250
Marcum Wealth
Ohio
$559K +$280K +1,345 +86%