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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
1351
Perfromance Wealth Partners
Illinois
$1.72M +$5.98K +14 +0.4%
SFS
1352
Security Financial Services
Indiana
$1.71M +$31.6K +74 +2%
KP
1353
Keel Point
Alabama
$1.71M -$13.2K -31 -0.9%
AIP
1354
Alexis Investment Partners
Texas
$1.71M +$217K +508 +16%
RFP
1355
Root Financial Partners
California
$1.71M +$200K +468 +15%
Vanguard Capital Wealth Advisors
1356
Vanguard Capital Wealth Advisors
Colorado
$1.71M +$1.28K +3 +0.1%
BRM
1357
Boston Research & Management
Massachusetts
$1.69M
AA
1358
Armis Advisers
Georgia
$1.69M +$178K +416 +15%
FHWM
1359
Fox Hill Wealth Management
Massachusetts
$1.68M +$111K +259 +8%
CP
1360
Canopy Partners
Ohio
$1.68M -$156K -366 -9%
SHFA
1361
SS&H Financial Advisors
Michigan
$1.68M
LOPW
1362
Live Oak Private Wealth
North Carolina
$1.68M +$9.82K +23 +0.7%
Loomis, Sayles & Company
1363
Loomis, Sayles & Company
Massachusetts
$1.67M +$427 +1 +0%
1WM
1364
1858 Wealth Management
Ohio
$1.67M -$104K -244 -7%
FFA
1365
First Foundation Advisors
California
$1.67M +$9.39K +22 +0.6%
SCM
1366
Spreng Capital Management
Ohio
$1.67M -$109K -255 -7%
RWA
1367
Rooted Wealth Advisors
Illinois
$1.67M +$42.3K +99 +3%
KWMG
1368
King Wealth Management Group
Florida
$1.66M +$3.84K +9 +0.3%
GC
1369
Grimes & Company
Massachusetts
$1.66M +$70.4K +165 +5%
SAM
1370
Sequent Asset Management
Texas
$1.66M
FHC
1371
First Heartland Consultants
Missouri
$1.66M +$187K +437 +14%
CFS
1372
CRA Financial Services
New Jersey
$1.66M +$10.7K +25 +0.7%
SMA
1373
Sage Mountain Advisors
Georgia
$1.65M +$135K +317 +10%
UCI
1374
Uncommon Cents Investing
Wisconsin
$1.64M +$11.1K +26 +0.8%
QPBE
1375
Quintet Private Bank (Europe)
Luxembourg
$1.64M +$12K +28 +0.8%