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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
DCA
1251
DB&C Advisors
Michigan
$4.86M +$3.51K +4 +0.1%
NSB
1252
Norway Savings Bank
Maine
$4.85M -$201K -229 -5%
LAM
1253
LOM Asset Management
$4.83M -$865K -985 -18%
BFO
1254
Boston Family Office
Massachusetts
$4.82M -$29.9K -34 -0.7%
RWM
1255
RKL Wealth Management
Pennsylvania
$4.81M +$123K +140 +3%
LSV Asset Management
1256
LSV Asset Management
Illinois
$4.81M +$878 +1 +0%
LC
1257
Lawood & Co
Pennsylvania
$4.8M -$351K -399 -8%
PIM
1258
Platinum Investment Management
Australia
$4.79M -$3.51M -4,000 -47%
WAAG
1259
Wealth Alliance Advisory Group
Kansas
$4.78M +$589K +671 +18%
FFA
1260
First Foundation Advisors
California
$4.77M +$329K +374 +9%
TPI
1261
Trust Point Inc
Wisconsin
$4.77M +$184K +210 +5%
SHFA
1262
SS&H Financial Advisors
Michigan
$4.76M +$3.93M +4,475 New
OWIM
1263
Old West Investment Management
California
$4.75M
FHA
1264
Flagship Harbor Advisors
Massachusetts
$4.74M +$7.03K +8 +0.2%
EB
1265
Emprise Bank
Kansas
$4.73M -$41.3K -47 -1%
WFM
1266
Wolff Financial Management
Michigan
$4.73M -$446K -508 -10%
ESB
1267
Essex Savings Bank
Connecticut
$4.73M -$499K -568 -11%
DAM
1268
Diamant Asset Management
Connecticut
$4.72M -$2.76B -3,136,170 -100%
MWM
1269
MOKAN Wealth Management
Kansas
$4.7M +$105K +120 +3%
ACIM
1270
Azimuth Capital Investment Management
Michigan
$4.7M -$5.08M -5,780 -57%
EIG
1271
Ellenbecker Investment Group
Wisconsin
$4.68M -$557K -634 -13%
TCWM
1272
Total Clarity Wealth Management
Illinois
$4.67M -$155K -176 -4%
BHBT
1273
Burke & Herbert Bank & Trust
Virginia
$4.67M -$7.91K -9 -0.2%
HR
1274
Hardy Reed
Mississippi
$4.66M +$107K +122 +3%
FWI
1275
Facet Wealth Inc
Maryland
$4.66M +$882K +1,004 +30%