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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
1651
Curated Wealth Partners
California
$300K -$25.5K -123 -9%
AAS
1652
Annex Advisory Services
Wisconsin
$300K -$15.5K -75 -5%
BWP
1653
BSW Wealth Partners
Colorado
$300K +$267K +1,292 New
DJYG
1654
David J. Yvars Group
Florida
$300K +$268K +1,295 New
DWM
1655
Destination Wealth Management
California
$299K -$117K -564 -30%
BCM
1656
Beddow Capital Management
Wyoming
$299K – – –
Cohen & Steers
1657
Cohen & Steers
New York
$298K -$13.2K -64 -5%
FRM
1658
Fox Run Management
Connecticut
$298K +$266K +1,284 New
IWAG
1659
Integer Wealth Advisors Group
Georgia
$297K +$207 +1 +0.1%
CAM
1660
Claret Asset Management
Quebec, Canada
$295K -$20.7K -100 -7%
TA
1661
Tectonic Advisors
Texas
$295K – – –
CGA
1662
Crescent Grove Advisors
Illinois
$295K +$1.03K +5 +0.4%
SSW
1663
Smith Shellnut Wilson
Mississippi
$295K +$14.1K +68 +6%
CTI
1664
Community Trust & Investment
Kentucky
$295K +$264K +1,273 New
WAM
1665
WNY Asset Management
New York
$294K +$15.5K +75 +6%
FAM
1666
Fred Alger Management
New York
$294K +$262K +1,267 New
IP
1667
Innovative Portfolios
Indiana
$294K +$263K +1,268 New
DWM
1668
Doyle Wealth Management
Florida
$293K -$58K -280 -18%
BL
1669
Balentine LLC
Georgia
$293K +$6.63K +32 +3%
AFAS
1670
Acorn Financial Advisory Services
Virginia
$292K +$207 +1 +0.1%
MA
1671
MBA Advisors
Pennsylvania
$290K +$259K +1,251 New
AI
1672
Accredited Investors
Minnesota
$289K -$137K -664 -35%
BI
1673
Ballast Inc
Kentucky
$289K – – –
GCA
1674
Gradient Capital Advisors
California
$289K +$9.73K +47 +4%
LC
1675
Lindbrook Capital
California
$288K +$12.4K +60 +5%