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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
VCP
1451
Verus Capital Partners
Arizona
$708K -$16.3K -60 -2%
DGAM
1452
Desjardins Global Asset Management
Quebec, Canada
$705K -$40.1K -148 -5%
PWM
1453
Paulson Wealth Management
Illinois
$705K +$126K +463 +22%
WLIM
1454
White Lighthouse Investment Management
Massachusetts
$702K – – –
LC
1455
LCNB Corp
Ohio
$701K -$20.3K -75 -3%
BAM
1456
BOS Asset Management
Illinois
$700K – – –
UAS
1457
United Asset Strategies
New York
$700K -$1.38M -5,089 -67%
MIP
1458
Marietta Investment Partners
Wisconsin
$699K +$199K +735 +40%
HWA
1459
Heritage Wealth Advisors
Virginia
$698K – – –
Point72 Asset Management
1460
Point72 Asset Management
Connecticut
$697K +$330K +1,218 +91%
PAMG
1461
Patton Albertson Miller Group
Tennessee
$697K -$17.6K -65 -2%
BWA
1462
BlueSky Wealth Advisors
North Carolina
$696K – – –
Jones Financial Companies
1463
Jones Financial Companies
Missouri
$696K +$8.68K +32 +1%
BFA
1464
Bill Few Associates
Pennsylvania
$695K -$271 -1 -0%
WC
1465
Weil Company
California
$695K -$37.2K -137 -5%
GIP
1466
Granite Investment Partners
California
$694K +$690K +2,542 New
AAG
1467
Armstrong Advisory Group
Massachusetts
$693K +$4.61K +17 +0.7%
BIM
1468
Bridges Investment Management
Nebraska
$692K -$4.07K -15 -0.6%
BLC
1469
Brown, Lisle/Cummings
Rhode Island
$691K +$42K +155 +7%
NAG
1470
Northstar Advisory Group
New Jersey
$688K +$684K +2,520 New
GWM
1471
Greenwich Wealth Management
Connecticut
$687K +$53.4K +197 +8%
RCM
1472
RNC Capital Management
California
$687K +$36.6K +135 +6%
APC
1473
Aspire Private Capital
North Carolina
$686K +$603K +2,221 +766%
DWM
1474
Drive Wealth Management
Utah
$683K +$30.1K +111 +5%
KA
1475
Kercheville Advisors
Texas
$683K – – –