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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
MSCM
1726
McElhenny Sheffield Capital Management
Texas
$680K +$712 +2 +0.1%
AA
1727
AF Advisors
California
$680K – – –
KIM
1728
Kestra Investment Management
Texas
$679K +$263K +737 +56%
CIAS
1729
CFS Investment Advisory Services
New Jersey
$678K +$12.8K +36 +2%
TC
1730
TFR Capital
Texas
$677K +$458K +1,285 +167%
Two Sigma Investments
1731
Two Sigma Investments
New York
$677K +$54.1K +152 +8%
CG
1732
Castellan Group
Kentucky
$677K +$731K +2,052 New
MIP
1733
Marietta Investment Partners
Wisconsin
$676K -$39.2K -110 -5%
BAM
1734
Bosun Asset Management
Illinois
$676K -$356 -1 -0%
CRC
1735
Curi RMB Capital
Illinois
$672K -$985K -2,766 -58%
LA
1736
Latitude Advisors
Florida
$671K -$51.6K -145 -7%
WC
1737
Woodstock Corp
Massachusetts
$671K -$16K -45 -2%
6F
1738
626 Financial
Michigan
$670K +$356 +1 +0%
ZIG
1739
Zullo Investment Group
Pennsylvania
$670K +$48.1K +135 +7%
NCM
1740
NCM Capital Management
New Jersey
$669K -$8.9K -25 -1%
RDWM
1741
Red Door Wealth Management
Tennessee
$669K -$4.99K -14 -0.7%
PMWMG
1742
Parr McKnight Wealth Management Group
Minnesota
$667K – – –
CHJWM
1743
Carlton Hofferkamp & Jenks Wealth Management
Texas
$667K – – –
TF
1744
Tompkins Financial
New York
$666K – – –
TTWM
1745
TCV Trust & Wealth Management
Virginia
$666K +$16.4K +46 +2%
TAM
1746
Townsend Asset Management
North Carolina
$665K – – –
WAG
1747
Winthrop Advisory Group
Massachusetts
$665K +$712 +2 +0.1%
DA
1748
Doliver Advisors
Texas
$664K +$177K +496 +33%
OCM
1749
One Capital Management
California
$664K +$151K +425 +27%
CC
1750
Callan Capital
California
$664K +$10.7K +30 +2%