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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
1351
Lantern Wealth Advisors
New York
$1.41M +$1.21M +3,636 New
FCIM
1352
Fairview Capital Investment Management
California
$1.41M -$8.33K -25 -0.7%
SGK
1353
Steigerwald Gordon & Koch
Virginia
$1.41M +$7.67K +23 +0.6%
KP
1354
Keel Point
Alabama
$1.41M +$231K +693 +24%
OC
1355
Oakworth Capital
Alabama
$1.4M +$5.67K +17 +0.5%
WPW
1356
Waldron Private Wealth
Pennsylvania
$1.4M
PWP
1357
Perfromance Wealth Partners
Illinois
$1.39M +$63.3K +190 +6%
Vanguard Capital Wealth Advisors
1358
Vanguard Capital Wealth Advisors
Colorado
$1.39M +$9K +27 +0.8%
PA
1359
Promethium Advisors
Maryland
$1.38M -$86.7K -260 -7%
BRM
1360
Boston Research & Management
Massachusetts
$1.38M
GC
1361
Gilbert & Cook
Iowa
$1.37M +$18K +54 +2%
1WM
1362
1900 Wealth Management
Texas
$1.37M +$333 +1 +0%
SHFA
1363
SS&H Financial Advisors
Michigan
$1.37M
SFS
1364
Security Financial Services
Indiana
$1.37M +$27K +81 +2%
CIM
1365
Corda Investment Management
Texas
$1.36M +$108K +324 +10%
GFG
1366
Goldstone Financial Group
Illinois
$1.36M +$286K +857 +33%
HCM
1367
Howard Capital Management
Georgia
$1.36M +$172K +517 +17%
Loomis, Sayles & Company
1368
Loomis, Sayles & Company
Massachusetts
$1.36M -$24.7K -74 -2%
LOPW
1369
Live Oak Private Wealth
North Carolina
$1.36M -$1K -3 -0.1%
WMP
1370
Wealth Management Partners
Arizona
$1.36M -$17.3K -52 -1%
VIS
1371
Vega Investment Solutions
France
$1.36M +$536K +1,609 +85%
APA
1372
Astoria Portfolio Advisors
New York
$1.36M -$39.7K -119 -4%
SAM
1373
Sequent Asset Management
Texas
$1.35M -$5K -15 -0.4%
KWMG
1374
King Wealth Management Group
Florida
$1.35M +$667 +2 +0.1%
FFA
1375
First Foundation Advisors
California
$1.35M +$402K +1,206 +53%