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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1301
Circle Wealth Management
New Jersey
$1.42M
RB
1302
Rodgers Brothers
Pennsylvania
$1.42M
PCG
1303
PFC Capital Group
California
$1.42M
LOPW
1304
Live Oak Private Wealth
North Carolina
$1.42M -$155K -450 -11%
PA
1305
Promethium Advisors
Maryland
$1.42M +$1.25M +3,631 New
C
1306
Certuity
Florida
$1.42M -$37.3K -108 -3%
ZF
1307
Zega Financial
Florida
$1.42M +$41.8K +121 +3%
RMDI
1308
R.M. Davis Inc
Maine
$1.41M +$166K +482 +15%
CFM
1309
Catalyst Funds Management
Australia
$1.41M -$863K -2,500 -41%
FFS
1310
Founders Financial Securities
Maryland
$1.41M -$408K -1,182 -25%
AFA
1311
AA Financial Advisors
Ohio
$1.41M +$52.1K +151 +4%
TNB
1312
Thomasville National Bank
Georgia
$1.4M -$2.76K -8 -0.2%
JWCA
1313
J.W. Coons Advisors
Ohio
$1.4M
SIM
1314
Stratos Investment Management
Ohio
$1.4M +$32.1K +93 +3%
GC
1315
Gilbert & Cook
Iowa
$1.4M +$691 +2 +0.1%
WorldQuant Millennium Advisors
1316
WorldQuant Millennium Advisors
New York
$1.4M -$2.27M -6,562 -65%
QPBE
1317
Quintet Private Bank (Europe)
Luxembourg
$1.39M -$5.18K -15 -0.4%
KLCM
1318
KG&L Capital Management
Louisiana
$1.39M +$116K +335 +10%
PWP
1319
Perfromance Wealth Partners
Illinois
$1.39M +$42.1K +122 +4%
SB
1320
Strategic Blueprint
Georgia
$1.39M -$172K -497 -12%
BRM
1321
Boston Research & Management
Massachusetts
$1.39M
SGK
1322
Steigerwald Gordon & Koch
Virginia
$1.38M
SHFA
1323
SS&H Financial Advisors
Michigan
$1.38M
PFA
1324
Pathway Financial Advisors
Vermont
$1.38M
TYCC
1325
Texas Yale Capital Corp
Florida
$1.38M +$178K +516 +17%