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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
OCM
1676
One Capital Management
California
$282K +$79K +342 +36%
AT
1677
Arden Trust
Delaware
$281K -$46.2K -200 -13%
CBN
1678
Cadence Bank NA
Texas
$280K -$44.3K -192 -13%
HCM
1679
Hollencrest Capital Management
California
$280K +$12.7K +55 +4%
GLLW
1680
Graves Light Lenhart Wealth
Virginia
$279K -$3.93K -17 -1%
KIG
1681
Kowal Investment Group
Wisconsin
$279K +$297K +1,284 New
CAM
1682
Claret Asset Management
Quebec, Canada
$277K
SSW
1683
Smith Shellnut Wilson
Mississippi
$277K
TA
1684
Tectonic Advisors
Texas
$277K
WTFG
1685
Wells Trecaso Financial Group
Ohio
$276K -$20.8K -90 -7%
DWM
1686
Doyle Wealth Management
Florida
$275K +$231 +1 +0.1%
AFS
1687
Access Financial Services
Minnesota
$274K +$12.2K +53 +4%
CCWA
1688
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$274K +$291K +1,260 New
BL
1689
Balentine LLC
Georgia
$272K -$2.31K -10 -0.8%
BI
1690
Ballast Inc
Kentucky
$272K
MA
1691
MBA Advisors
Pennsylvania
$272K
LC
1692
Lindbrook Capital
California
$272K +$1.39K +6 +0.5%
BFA
1693
Beaumont Financial Advisors
Massachusetts
$272K +$2.31K +10 +0.8%
ECM
1694
Exchange Capital Management
Michigan
$271K -$34.6K -150 -11%
AFAS
1695
Acorn Financial Advisory Services
Virginia
$271K -$3.23K -14 -1%
BCM
1696
Beddow Capital Management
Wyoming
$270K -$11.5K -50 -4%
NWS
1697
Newport Wealth Strategies
California
$269K
ACA
1698
Anchor Capital Advisors
Massachusetts
$268K
APA
1699
Allegiant Private Advisors
Florida
$268K +$284K +1,231 New
YWP
1700
YorkBridge Wealth Partners
New York
$267K