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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1276
Cornerstone Wealth Management
Missouri
$948K +$114K +419 +14%
AIM
1277
Aspen Investment Management
Michigan
$946K -$13.6K -50 -1%
SC
1278
Savoie Capital
Illinois
$946K +$940K +3,465 New
MLFP
1279
MPS Loria Financial Planners
Illinois
$944K +$190K +701 +25%
TIA
1280
Tiemann Investment Advisors
California
$944K +$32.6K +120 +4%
DFCM
1281
Dark Forest Capital Management
Puerto Rico
$940K -$295K -1,088 -24%
GG
1282
Gleason Group
Kentucky
$940K -$43.1K -159 -4%
CWP
1283
Curated Wealth Partners
California
$939K -$84.4K -311 -8%
IC
1284
Inscription Capital
Texas
$938K -$869K -3,202 -48%
TNB
1285
Thomasville National Bank
Georgia
$936K +$6.78K +25 +0.7%
SAM
1286
Sompo Asset Management
Japan
$934K +$263K +970 +40%
CFA
1287
Cahill Financial Advisors
Minnesota
$933K -$4.88K -18 -0.5%
LNWTC
1288
Laird Norton Wetherby Trust Company
Washington
$930K
MJP
1289
Michael J. Puzo
$928K -$142K -525 -13%
SAG
1290
SageView Advisory Group
California
$926K +$10.9K +40 +1%
SAM
1291
Sawgrass Asset Management
Florida
$924K +$35.3K +130 +4%
SIM
1292
Stratos Investment Management
Ohio
$919K +$403K +1,485 +79%
JWA
1293
JFS Wealth Advisors
Pennsylvania
$915K +$814 +3 +0.1%
TAM
1294
Titleist Asset Management
Texas
$914K -$46.7K -172 -5%
AAM
1295
Auxier Asset Management
Oregon
$909K -$27.1K -100 -3%
BEI
1296
Benjamin Edwards Inc
Missouri
$904K +$39.3K +145 +5%
SFS
1297
Security Financial Services
Indiana
$904K +$271 +1 +0%
RGF
1298
Retirement Guys Formula
Ohio
$902K +$896K +3,304 New
Marshall Wace
1299
Marshall Wace
United Kingdom
$901K -$38.8M -143,044 -98%
CB
1300
CNB Bank
Pennsylvania
$899K -$19K -70 -2%