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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
CIC
1226
Crawford Investment Counsel
Georgia
$864K +$10.2K +42 +1%
9WM
1227
9258 Wealth Management
Ohio
$862K -$94.3K -390 -9%
CWP
1228
Curated Wealth Partners
California
$861K -$103K -424 -10%
CCMG
1229
Clark Capital Management Group
Pennsylvania
$856K -$38.1M -157,573 -98%
DG
1230
DMC Group
Alabama
$853K
CRC
1231
Curi RMB Capital
Illinois
$852K -$106K -440 -11%
TCA
1232
Transcend Capital Advisors
New Jersey
$852K -$138K -570 -13%
MBT
1233
Montecito Bank & Trust
California
$850K
CWM
1234
Circle Wealth Management
New Jersey
$850K -$725 -3 -0.1%
OAM
1235
Ostrum Asset Management
France
$842K +$890K +3,680 New
MHIC
1236
Marble Harbor Investment Counsel
Massachusetts
$842K +$54.4K +225 +7%
HW
1237
Hancock Whitney
Mississippi
$841K +$64.3K +266 +8%
FCIM
1238
Fairview Capital Investment Management
California
$839K -$96.7K -400 -10%
WFAG
1239
Worth Financial Advisory Group
North Carolina
$837K -$41.1K -170 -4%
RIA
1240
Regal Investment Advisors
Michigan
$836K +$25.6K +106 +3%
PWMAG
1241
Pinnacle Wealth Management Advisory Group
New Jersey
$835K -$97.9K -405 -10%
Verition Fund Management
1242
Verition Fund Management
Connecticut
$834K +$644K +2,664 +272%
SGK
1243
Steigerwald Gordon & Koch
Virginia
$833K +$202K +835 +30%
DIM
1244
Delta Investment Management
California
$832K
RMDI
1245
R.M. Davis Inc
Maine
$831K +$72.5K +300 +9%
JWCA
1246
J.W. Coons Advisors
Ohio
$831K
SHFA
1247
SS&H Financial Advisors
Michigan
$830K
WC
1248
Woodstock Corp
Massachusetts
$830K
CAG
1249
Csenge Advisory Group
Florida
$828K -$325K -1,345 -27%
CAMG
1250
CWA Asset Management Group
Florida
$827K +$124K +512 +17%