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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1376
Contravisory Investment Management
Massachusetts
$89K – – –
MSFP
1377
Mark Sheptoff Financial Planning
Connecticut
$89K +$149 +1 +0.2%
EWM
1378
Endurance Wealth Management
Rhode Island
$88K -$63.5K -425 -40%
VC
1379
Vestor Capital
Illinois
$86K -$5.23K -35 -5%
PHK
1380
Point72 Hong Kong
Hong Kong
$85K -$531K -3,556 -85%
GFP
1381
Gryphon Financial Partners
Ohio
$84K -$4.03K -27 -4%
MCM
1382
Mainstay Capital Management
Michigan
$84K +$45.1K +302 +95%
JAM
1383
Jolley Asset Management
North Carolina
$83K -$5.23K -35 -5%
JFA
1384
JNBA Financial Advisors
Minnesota
$83K +$6.72K +45 +8%
SFM
1385
Signet Financial Management
New Jersey
$81K -$57.7K -386 -39%
PCTC
1386
Perkins Coie Trust Company
Washington
$81K – – –
ST
1387
Sageworth Trust
Pennsylvania
$81K – – –
TCM
1388
Tradewinds Capital Management
Washington
$81K +$11.5K +77 +15%
B
1389
Bridgeworth
Alabama
$81K +$90K +602 New
AA
1390
Apriem Advisors
California
$80K +$88K +589 New
CCMW
1391
Cypress Capital Management (Wyoming)
Wyoming
$79K +$42.6K +285 +95%
NCM
1392
Nelson Capital Management
California
$77K – – –
PGWM
1393
Parisi Gray Wealth Management
New Jersey
$77K – – –
FMB
1394
Field & Main Bank
Kentucky
$75K -$14.9K -100 -16%
SIM
1395
Sonora Investment Management
Arizona
$75K – – –
BWA
1396
BDO Wealth Advisors
Florida
$74K +$8.67K +58 +12%
RFM
1397
Royal Fund Management
Florida
$73K -$14.9K -100 -16%
CA
1398
Centerpoint Advisors
Massachusetts
$73K +$10.9K +73 +16%
WIM
1399
Westside Investment Management
California
$71.8K +$299 +2 +0.4%
OFW
1400
Omnia Family Wealth
Florida
$71K – – –