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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
SACTSONJ
1526
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.72M
RTM
1527
RH Tailwind Management
Pennsylvania
$1.72M +$1.67M +3,000 New
BDPWM
1528
Barnes Dennig Private Wealth Management
Ohio
$1.72M -$13.3K -24 -0.8%
LWA
1529
Lineweaver Wealth Advisors
Ohio
$1.72M +$122K +220 +8%
SAM
1530
Synergy Asset Management
Washington
$1.71M -$3.61M -6,498 -68%
SFA
1531
Souders Financial Advisors
Ohio
$1.71M -$434K -780 -21%
IIC
1532
Ironwood Investment Counsel
Arizona
$1.71M -$27.8K -50 -2%
TCM
1533
Telos Capital Management
California
$1.71M -$150K -270 -8%
HW
1534
Hancock Whitney
Mississippi
$1.71M -$40K -72 -2%
AWM
1535
Aprio Wealth Management
Georgia
$1.7M +$397K +715 +35%
HWA
1536
Heartwood Wealth Advisors
Virginia
$1.7M
FCB
1537
First County Bank
Connecticut
$1.7M +$24.5K +44 +2%
DLA
1538
Douglas Lane & Associates
New York
$1.7M -$169K -304 -9%
BMC
1539
Benin Management Corp
Connecticut
$1.7M -$111K -200 -6%
HFM
1540
Hartford Funds Management
Pennsylvania
$1.7M +$1.65M +2,962 New
MWA
1541
Monograph Wealth Advisors
California
$1.7M
CWS
1542
Cypress Wealth Services
California
$1.69M +$1.64M +2,959 New
GTWM
1543
Global Trust Wealth Management
Florida
$1.69M +$1.64M +2,958 New
ITFISA
1544
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.69M +$11.7K +21 +0.7%
QFA
1545
Quantum Financial Advisors
California
$1.69M +$780K +1,403 +91%
PA
1546
Probity Advisors
Texas
$1.69M +$56.7K +102 +4%
Grantham, Mayo, Van Otterloo & Co (GMO)
1547
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.69M -$524K -942 -24%
PP
1548
PDS Planning
Ohio
$1.68M +$16.7K +30 +1%
PFA
1549
Pathway Financial Advisors
Vermont
$1.68M
EPW
1550
Elevated Private Wealth
Wisconsin
$1.68M +$1.63M +2,932 New