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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
Pacer Advisors
1326
Pacer Advisors
Pennsylvania
$258K -$8.21M -58,813 -97%
EBT
1327
Enterprise Bank & Trust
Massachusetts
$258K +$244K +1,749 New
HPWM
1328
Highland Private Wealth Management
Washington
$257K +$2.79K +20 +1%
GFS
1329
GYL Financial Synergies
Connecticut
$256K -$80.5K -577 -25%
SFSG
1330
Stearns Financial Services Group
North Carolina
$255K +$140 +1 +0.1%
SCA
1331
Stonebridge Capital Advisors
Minnesota
$254K
LNB
1332
Ledyard National Bank
$254K +$240K +1,720 New
ARMC
1333
American Research & Management Company
Massachusetts
$253K
HFG
1334
Heron Financial Group
New York
$253K +$259K +1,858 New
PI
1335
Pettee Investors
Connecticut
$252K
ISWM
1336
Independent Solutions Wealth Management
New York
$252K +$238K +1,706 New
BIAS
1337
Beacon Investment Advisory Services
New Jersey
$251K -$67.3K -482 -22%
SIC
1338
Shoker Investment Counsel
Ohio
$251K +$1.68K +12 +0.7%
JWBC
1339
J.W. Burns & Co
New York
$251K +$4.19K +30 +2%
RFA
1340
Reilly Financial Advisors
California
$249K
NCM
1341
Novare Capital Management
North Carolina
$249K +$235K +1,687 New
WAM
1342
Weiss Asset Management
Massachusetts
$248K -$57.4K -411 -20%
KP
1343
Keel Point
Alabama
$248K +$977 +7 +0.4%
AWE
1344
Avidian Wealth Enterprises
Texas
$247K -$191K -1,366 -45%
TA
1345
TFG Advisers
Michigan
$247K +$1.4K +10 +0.6%
SFG
1346
Sunburst Financial Group
Alabama
$247K +$234K +1,674 New
CIP
1347
Convergence Investment Partners
Florida
$246K -$1.11M -7,943 -83%
HCM
1348
Hilton Capital Management
New York
$246K
RW
1349
REDW Wealth
New Mexico
$246K
BW
1350
Bison Wealth
Georgia
$246K +$232K +1,664 New