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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
KJHP
1226
K.J. Harrison & Partners
Ontario, Canada
$1.48M +$14.1K +44 +1%
ZIC
1227
ZWJ Investment Counsel
Georgia
$1.48M +$19.2K +60 +2%
EFA
1228
Evernest Financial Advisors
Indiana
$1.48M +$104K +326 +8%
SFG
1229
SNS Financial Group
Minnesota
$1.47M -$11.8K -37 -0.9%
WWM
1230
Western Wealth Management
Colorado
$1.47M -$838K -2,621 -40%
9WM
1231
9258 Wealth Management
Ohio
$1.47M +$52.1K +163 +4%
SC
1232
Saybrook Capital
North Carolina
$1.47M – – –
VFM
1233
Viking Fund Management
North Dakota
$1.47M -$160K -500 -11%
IA
1234
IFP Advisors
Florida
$1.47M -$532K -1,665 -29%
MA
1235
MONECO Advisors
Connecticut
$1.46M +$384K +1,200 +43%
SWA
1236
Stratos Wealth Advisors
Ohio
$1.46M -$120K -375 -9%
CWM
1237
Cornerstone Wealth Management
Missouri
$1.46M +$152K +477 +14%
IA
1238
IAM Advisory
Pennsylvania
$1.46M +$14.4K +45 +1%
SNB
1239
Security National Bank
Nebraska
$1.46M +$32.3K +101 +3%
CIM
1240
CIM Investment Management
Pennsylvania
$1.46M – – –
Connor, Clark & Lunn Investment Management (CC&L)
1241
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.45M +$1.27M +3,966 New
GSC
1242
Grey Street Capital
Illinois
$1.45M +$1.27M +3,966 New
CSB
1243
City State Bank
Iowa
$1.45M -$6.39K -20 -0.5%
FCBT
1244
First Citizens Bank & Trust
North Carolina
$1.45M -$2.77M -8,656 -69%
QCIG
1245
Quad-Cities Investment Group
Iowa
$1.45M +$959 +3 +0.1%
EWA
1246
Elevate Wealth Advisory
Georgia
$1.45M -$59.1K -185 -4%
SAM
1247
Shell Asset Management
Netherlands
$1.45M +$453K +1,416 +48%
PCA
1248
Prosperity Capital Advisors
Ohio
$1.44M +$1.26M +3,941 New
PP
1249
Patten & Patten
Tennessee
$1.43M -$127K -397 -9%
NAS
1250
Nicolet Advisory Services
Wisconsin
$1.43M +$181K +567 +17%