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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
LAM
1526
L2 Asset Management
Massachusetts
$613K -$636K -2,344 -88%
NRC
1527
New Republic Capital
North Carolina
$613K +$143K +527 +31%
PP
1528
PDS Planning
Ohio
$612K +$10.6K +39 +2%
CAM
1529
Cypress Asset Management
Texas
$610K +$27.1K +100 +5%
APA
1530
Astoria Portfolio Advisors
New York
$609K -$32.8K -121 -5%
6F
1531
626 Financial
Michigan
$608K -$15.2K -56 -2%
RWP
1532
Ridgecrest Wealth Partners
California
$608K
PTP
1533
Platform Technology Partners
New York
$607K -$10K -37 -2%
Balyasny Asset Management
1534
Balyasny Asset Management
Illinois
$606K +$603K +2,221 New
DAM
1535
Derbend Asset Management
Georgia
$605K +$2.98K +11 +0.5%
IB
1536
Intrust Bank
Kansas
$604K +$20.9K +77 +4%
RMCM
1537
Reynders McVeigh Capital Management
Massachusetts
$604K -$18.7K -69 -3%
GWANC
1538
Guardian Wealth Advisors (North Carolina)
North Carolina
$604K +$13.8K +51 +2%
AIM
1539
Athena Investment Management
California
$601K -$28.5K -105 -5%
TWM
1540
Tolleson Wealth Management
Texas
$601K
FSC
1541
Full Sail Capital
Oklahoma
$600K -$67.8K -250 -10%
FG
1542
Fiduciary Group
Georgia
$600K
CC
1543
Callan Capital
California
$595K +$62.7K +231 +12%
SFS
1544
Summit Financial Strategies
Ohio
$595K
SWM
1545
Segment Wealth Management
Texas
$595K +$271 +1 +0%
GAMC
1546
Garner Asset Management Corp
Texas
$594K -$5.43K -20 -0.9%
MAWCM
1547
Mine & Arao Wealth Creation & Management
California
$591K +$1.08K +4 +0.2%
GB
1548
Goepper Burkhardt
South Carolina
$590K
WFMPM
1549
Woodley Farra Manion Portfolio Management
Indiana
$589K +$124K +458 +27%
BW
1550
Bison Wealth
Georgia
$588K -$271 -1 -0%