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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
1676
SG Americas Securities
New York
$384K -$7.1M -32,631 -95%
PWM
1677
PBMares Wealth Management
Virginia
$384K
SIM
1678
SSI Investment Management
California
$384K
ICM
1679
IMS Capital Management
Oregon
$383K
PWP
1680
Pursue Wealth Partners
California
$383K
WMG
1681
WESCAP Management Group
California
$383K
TVAMP
1682
Tennessee Valley Asset Management Partners
Tennessee
$383K +$1.31K +6 +0.4%
PWM
1683
Paulson Wealth Management
Illinois
$382K +$347K +1,593 New
CFCI
1684
Comprehensive Financial Consultants Institutional
Indiana
$382K
CWA
1685
Centennial Wealth Advisory
Michigan
$381K +$19.8K +91 +6%
ACA
1686
Affinity Capital Advisors
California
$380K +$871 +4 +0.3%
BMCM
1687
Bryn Mawr Capital Management
Pennsylvania
$378K +$344K +1,578 New
PCS
1688
Personal CFO Solutions
New Jersey
$378K +$343K +1,576 New
OA
1689
Operose Advisors
Wisconsin
$376K +$1.31K +6 +0.4%
GM
1690
GeoWealth Management
Illinois
$376K -$290K -1,332 -46%
TAIM
1691
TD Ameritrade Investment Management
Nebraska
$376K -$244K -1,119 -42%
SAS
1692
Sanford Advisory Services
Michigan
$376K
SSW
1693
Smith Shellnut Wilson
Mississippi
$374K +$4.14K +19 +1%
WMA
1694
Wealth Management Associates
New Jersey
$374K +$15.5K +71 +5%
SWM
1695
Sugarloaf Wealth Management
Georgia
$373K -$23.3K -107 -6%
HIIFS
1696
Harel Insurance Investments & Financial Services
Israel
$373K -$161K -741 -32%
TWM
1697
TriaGen Wealth Management
California
$373K +$339K +1,556 New
EWA
1698
Exencial Wealth Advisors
Oklahoma
$372K +$36.1K +166 +12%
QFA
1699
Quantum Financial Advisors
California
$372K +$1.96K +9 +0.6%
EVM
1700
Evelyn V. Moreno
$371K +$337K +1,550 New