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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
PP
1401
Patten & Patten
Tennessee
$2.63M
BCP
1402
Blue Chip Partners
Michigan
$2.62M +$12.5K +18 +0.5%
SC
1403
SouthState Corp
Florida
$2.62M -$99.7K -144 -4%
PWG
1404
Portside Wealth Group
Utah
$2.62M -$125K -181 -5%
CFG
1405
Copley Financial Group
California
$2.62M -$55.4K -80 -2%
Kovitz Investment Group Partners
1406
Kovitz Investment Group Partners
Illinois
$2.61M -$69.3K -100 -3%
GS
1407
GTS Securities
Florida
$2.6M -$4.86M -7,021 -66%
KCM
1408
Kathmere Capital Management
Pennsylvania
$2.6M +$150K +216 +6%
FCFC
1409
First Citizens Financial Corp
Iowa
$2.6M -$1.39K -2 -0.1%
SFS
1410
Security Financial Services
Indiana
$2.6M +$38.8K +56 +2%
BMC
1411
Benin Management Corp
Connecticut
$2.6M +$485K +700 +24%
CWM
1412
CMH Wealth Management
New Hampshire
$2.59M +$2.53M +3,660 New
BP
1413
BBR Partners
New York
$2.59M -$332K -480 -12%
ZI
1414
ZEGA Investments
Florida
$2.59M -$4.85K -7 -0.2%
NQWM
1415
Northwest Quadrant Wealth Management
Oregon
$2.58M -$92.1K -133 -4%
BCM
1416
Bridgeway Capital Management
Texas
$2.58M +$2.52M +3,640 New
RCAG
1417
Rehmann Capital Advisory Group
Michigan
$2.57M -$549K -792 -18%
IMT
1418
Investment Management Trust
Massachusetts
$2.57M +$2.51M +3,631 New
PMSA
1419
Patrick M. Sweeney & Associates
Illinois
$2.57M -$43.6K -63 -2%
RWA
1420
Rooted Wealth Advisors
Illinois
$2.57M -$4.85K -7 -0.2%
SFFS
1421
Stonehage Fleming Financial Services
Jersey
$2.57M -$516K -745 -17%
MTIC
1422
Missouri Trust & Investment Company
Missouri
$2.55M -$17.3K -25 -0.7%
FSA
1423
Fort Sheridan Advisors
Illinois
$2.54M -$3.46K -5 -0.1%
DI
1424
Disciplined Investors
Texas
$2.54M +$9K +13 +0.4%
LF
1425
Lantz Financial
Illinois
$2.54M -$121K -175 -5%