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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
APA
1526
Astoria Portfolio Advisors
New York
$500K +$132K +548 +31%
TGAM
1527
TBH Global Asset Management
Tennessee
$499K +$106K +439 +25%
ZB
1528
Zions Bancorporation
Utah
$499K +$1.93K +8 +0.4%
SFS
1529
Summit Financial Strategies
Ohio
$498K – – –
SWM
1530
Segment Wealth Management
Texas
$498K -$157K -649 -23%
GWANC
1531
Guardian Wealth Advisors (North Carolina)
North Carolina
$496K +$22K +91 +4%
MA
1532
Montag & Associates
Georgia
$495K – – –
BHPW
1533
Beverly Hills Private Wealth
California
$495K +$523K +2,163 New
GB
1534
Goepper Burkhardt
South Carolina
$494K – – –
LCM
1535
LVM Capital Management
Michigan
$494K -$18.1K -75 -3%
MAWCM
1536
Mine & Arao Wealth Creation & Management
California
$494K -$6.53K -27 -1%
BWP
1537
Baldwin Wealth Partners
Massachusetts
$493K – – –
HFG
1538
Heron Financial Group
New York
$492K -$23K -95 -4%
QCM
1539
Qsemble Capital Management
New York
$492K +$520K +2,150 New
BFG
1540
Berger Financial Group
Minnesota
$491K +$967 +4 +0.2%
SAM
1541
Sompo Asset Management
Japan
$490K +$62.9K +260 +14%
FMLI
1542
Fukoku Mutual Life Insurance
Japan
$489K -$273K -1,131 -35%
WIC
1543
Woodmont Investment Counsel
Tennessee
$489K -$655K -2,710 -56%
CPA
1544
Capital Planning Advisors
California
$485K +$2.42K +10 +0.5%
FFC
1545
First Financial Corp
Indiana
$485K -$9.43K -39 -2%
PCI
1546
Planning Center Inc
Illinois
$483K – – –
HFBOT
1547
Home Federal Bank of Tennessee
Tennessee
$483K – – –
HGERS
1548
Householder Group Estate & Retirement Specialist
Arizona
$482K +$509K +2,107 New
FC
1549
Financial Consulate
Maryland
$481K – – –
MA
1550
McBroom & Associates
Nevada
$481K – – –