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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
SC
1251
Solstein Capital
California
$669K +$239K +1,034 +51%
PP
1252
Patten & Patten
Tennessee
$665K +$3.69K +16 +0.5%
GC
1253
Gilbert & Cook
Iowa
$665K +$16.6K +72 +2%
RB
1254
Rodgers Brothers
Pennsylvania
$663K +$52K +225 +8%
CIC
1255
Crawford Investment Counsel
Georgia
$661K +$78.3K +339 +13%
WMP
1256
Wealth Management Partners
Arizona
$660K +$160K +691 +30%
CCFCSB
1257
Cape Cod Five Cents Savings Bank
Massachusetts
$659K -$48.5K -210 -6%
CIS
1258
Capital International Sarl
California
$658K -$177K -768 -20%
CCG
1259
Ceeto Capital Group
Florida
$653K
SCA
1260
Sippican Capital Advisors
Massachusetts
$653K
SACTSONJ
1261
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$653K
NIPH
1262
NN Investment Partners Holdings
Netherlands
$653K +$693K +3,000 New
Wealth Enhancement Advisory Services
1263
Wealth Enhancement Advisory Services
Minnesota
$652K +$9.01K +39 +1%
BCA
1264
Berman Capital Advisors
Georgia
$652K +$88.9K +385 +15%
IA
1265
IFG Advisory
Georgia
$648K +$40.9K +177 +6%
NG
1266
Northstar Group
New York
$647K +$5.77K +25 +0.8%
BJL
1267
Brighton Jones LLC
Washington
$646K +$3K +13 +0.4%
VCM
1268
Vigilant Capital Management
Maine
$645K -$54.3K -235 -7%
PA
1269
PSI Advisors
Florida
$645K +$215K +932 +46%
LOPW
1270
Live Oak Private Wealth
North Carolina
$644K
NP
1271
NorthRock Partners
Minnesota
$643K +$64.9K +281 +11%
AIC
1272
Archer Investment Corporation
Indiana
$642K -$4.62K -20 -0.7%
IWA
1273
Intercontinental Wealth Advisors
Texas
$639K -$27.7K -120 -4%
CW
1274
CreativeOne Wealth
Kansas
$637K +$11.3K +49 +2%
MLFP
1275
MPS Loria Financial Planners
Illinois
$633K +$2.54K +11 +0.4%