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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
TC
1526
TownSquare Capital
Utah
$1.3M -$508K -1,190 -30%
PWPS
1527
Pinnacle Wealth Planning Services
Ohio
$1.3M -$13.2K -31 -1%
PF
1528
Prosperitas Financial
California
$1.29M +$854 +2 +0.1%
MAM
1529
Milestone Asset Management
Pennsylvania
$1.29M +$266K +623 +30%
CAM
1530
Covenant Asset Management
New Jersey
$1.29M -$19.6K -46 -2%
PFA
1531
Pathway Financial Advisors
Vermont
$1.29M – – –
LFA
1532
Legacy Financial Advisors
Kentucky
$1.29M +$197K +461 +21%
WP
1533
Waycross Partners
Kentucky
$1.29M – – –
HPBT
1534
Hickory Point Bank & Trust
Illinois
$1.29M -$2.13K -5 -0.2%
BCA
1535
Bay Colony Advisors
Massachusetts
$1.29M -$100K -235 -8%
AFO
1536
Arrowroot Family Office
California
$1.28M -$71.7K -168 -6%
Sax Wealth Advisors
1537
Sax Wealth Advisors
New Jersey
$1.28M +$30.7K +72 +3%
KFI
1538
Key Financial Inc
Pennsylvania
$1.28M -$42.7K -100 -4%
LWAM
1539
Legacy Wealth Asset Management
Minnesota
$1.28M -$12.8K -30 -1%
TFA
1540
Toth Financial Advisory
Virginia
$1.28M +$427 +1 +0%
CF
1541
Centaurus Financial
California
$1.27M -$442K -1,035 -28%
Klingman & Associates
1542
Klingman & Associates
New York
$1.27M +$16.2K +38 +1%
OWP
1543
ORG Wealth Partners
Texas
$1.27M -$54.2K -127 -5%
Loring Wolcott & Coolidge Fiduciary Advisors
1544
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.26M -$147K -345 -12%
GIM
1545
Generali Investments Management
Slovenia
$1.26M – – –
MAMU
1546
Myriad Asset Management US
Florida
$1.26M +$1.13M +2,647 New
KFS
1547
Kurt F. Somerville
$1.26M -$10.7K -25 -0.9%
WCM
1548
Winebrenner Capital Management
Kentucky
$1.26M – – –
UWPG
1549
Ullmann Wealth Partners Group
Florida
$1.26M – – –
YIM
1550
Yoffe Investment Management
Pennsylvania
$1.26M – – –