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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
XWM
1251
Xcel Wealth Management
Florida
$1.55M -$183K -529 -12%
MFA
1252
Mayflower Financial Advisors
Massachusetts
$1.55M +$4.83K +14 +0.4%
P
1253
Pitcairn
Pennsylvania
$1.55M +$33.2K +96 +2%
EWA
1254
Elevate Wealth Advisory
Georgia
$1.54M -$345 -1 -0%
VIG
1255
Vienna Insurance Group
Poland
$1.54M +$113K +326 +9%
CSB
1256
City State Bank
Iowa
$1.54M -$4.49K -13 -0.3%
CV
1257
Counterweight Ventures
North Carolina
$1.54M -$368K -1,065 -21%
GIP
1258
Granite Investment Partners
California
$1.54M +$18.3K +53 +1%
MCM
1259
Mainstay Capital Management
Michigan
$1.54M +$224K +650 +20%
FIM
1260
Freedom Investment Management
Connecticut
$1.53M -$104K -302 -7%
BTC
1261
Bank & Trust Company
Illinois
$1.53M – – –
SFA
1262
Souders Financial Advisors
Ohio
$1.53M +$85.6K +248 +7%
CWM
1263
Cornerstone Wealth Management
Missouri
$1.53M +$43.5K +126 +3%
HNWAG
1264
High Net Worth Advisory Group
Florida
$1.53M – – –
VWM
1265
Venturi Wealth Management
Texas
$1.52M +$213K +617 +19%
NAS
1266
Nicolet Advisory Services
Wisconsin
$1.52M -$3.11K -9 -0.2%
NFSG
1267
Newbridge Financial Services Group
Florida
$1.51M +$184K +533 +16%
SAM
1268
Smartleaf Asset Management
Massachusetts
$1.51M +$376K +1,089 +39%
EFG
1269
Everhart Financial Group
Ohio
$1.51M +$155K +450 +13%
Loomis, Sayles & Company
1270
Loomis, Sayles & Company
Massachusetts
$1.51M +$727K +2,105 +120%
FTIS
1271
First Trust Investment Solutions
Florida
$1.51M -$448K -1,297 -25%
CIM
1272
CIM Investment Management
Pennsylvania
$1.51M -$33.8K -98 -2%
BFG
1273
Berger Financial Group
Minnesota
$1.5M -$20.4K -59 -2%
EWA
1274
EverSource Wealth Advisors
Alabama
$1.5M -$45.2K -131 -3%
PP
1275
Patten & Patten
Tennessee
$1.5M -$15.2K -44 -1%