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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
RPC
1376
Rossmore Private Capital
Connecticut
$557K
FHC
1377
First Heartland Consultants
Missouri
$556K +$97.3K +483 +22%
CFA
1378
Capstone Financial Advisors
Illinois
$555K -$5.64K -28 -1%
CHJWM
1379
Carlton Hofferkamp & Jenks Wealth Management
Texas
$555K
AL
1380
Aspiriant LLC
California
$555K +$53.2K +264 +11%
CIC
1381
Crawford Investment Counsel
Georgia
$554K -$19.3K -96 -3%
AA
1382
AF Advisors
California
$554K
OWM
1383
Opes Wealth Management
California
$551K
CG
1384
Corundum Group
Colorado
$551K +$85.4K +424 +19%
SAM
1385
Seelaus Asset Management
New Jersey
$550K
ASFA
1386
All Season Financial Advisors
Colorado
$549K +$534K +2,654 New
IA
1387
Insight Advisors
Pennsylvania
$548K -$18.7K -93 -3%
KPW
1388
Kore Private Wealth
New York
$545K +$8.05K +40 +2%
WCM
1389
Windsor Capital Management
Arizona
$541K +$201 +1 +0%
MAM
1390
Morse Asset Management
Connecticut
$540K +$40.3K +200 +8%
LSV Asset Management
1391
LSV Asset Management
Illinois
$538K
PIM
1392
Perpetual Investment Management
Australia
$538K
BONST
1393
Bank of Nova Scotia Trust
Ontario, Canada
$538K +$403 +2 +0.1%
PHIC
1394
Pine Haven Investment Counsel
Massachusetts
$538K +$524K +2,603 New
FI
1395
Fractal Investments
Connecticut
$536K +$522K +2,591 New
HWA
1396
Heritage Wealth Advisors
Virginia
$535K
HC
1397
Hamilton Capital
Ohio
$534K +$520K +2,583 New
JWCA
1398
J.W. Coons Advisors
Ohio
$533K -$201K -996 -28%
SVWAG
1399
Sound View Wealth Advisors Group
Georgia
$531K -$12.3K -61 -2%
BFPW
1400
BOK Financial Private Wealth
Colorado
$531K +$91.6K +455 +22%