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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
RDIA
1526
RE Dickinson Investment Advisors
Iowa
$614K – – –
LAM
1527
L2 Asset Management
Massachusetts
$613K -$636K -2,344 -88%
NRC
1528
New Republic Capital
North Carolina
$613K +$143K +527 +31%
PP
1529
PDS Planning
Ohio
$612K +$10.6K +39 +2%
CAM
1530
Cypress Asset Management
Texas
$610K +$27.1K +100 +5%
APA
1531
Astoria Portfolio Advisors
New York
$609K -$32.8K -121 -5%
6F
1532
626 Financial
Michigan
$608K -$15.2K -56 -2%
RWP
1533
Ridgecrest Wealth Partners
California
$608K – – –
PTP
1534
Platform Technology Partners
New York
$607K -$10K -37 -2%
Balyasny Asset Management
1535
Balyasny Asset Management
Illinois
$606K +$603K +2,221 New
DAM
1536
Derbend Asset Management
Georgia
$605K +$2.98K +11 +0.5%
IB
1537
Intrust Bank
Kansas
$604K +$20.9K +77 +4%
RMCM
1538
Reynders McVeigh Capital Management
Massachusetts
$604K -$18.7K -69 -3%
GWANC
1539
Guardian Wealth Advisors (North Carolina)
North Carolina
$604K +$13.8K +51 +2%
AIM
1540
Athena Investment Management
California
$601K -$28.5K -105 -5%
TWM
1541
Tolleson Wealth Management
Texas
$601K – – –
FSC
1542
Full Sail Capital
Oklahoma
$600K -$67.8K -250 -10%
FG
1543
Fiduciary Group
Georgia
$600K – – –
CC
1544
Callan Capital
California
$595K +$62.7K +231 +12%
SFS
1545
Summit Financial Strategies
Ohio
$595K – – –
SWM
1546
Segment Wealth Management
Texas
$595K +$271 +1 +0%
GAMC
1547
Garner Asset Management Corp
Texas
$594K -$5.43K -20 -0.9%
MAWCM
1548
Mine & Arao Wealth Creation & Management
California
$591K +$1.08K +4 +0.2%
GB
1549
Goepper Burkhardt
South Carolina
$590K – – –
WFMPM
1550
Woodley Farra Manion Portfolio Management
Indiana
$589K +$124K +458 +27%