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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
CI
1776
CX Institutional
Indiana
$228K -$12.7K -55 -5%
FWP
1777
Firethorn Wealth Partners
Georgia
$228K -$2.31K -10 -0.9%
MCM
1778
Mengis Capital Management
Oregon
$227K – – –
TA
1779
TFG Advisers
Michigan
$226K +$6.24K +27 +3%
WAG
1780
Winthrop Advisory Group
Massachusetts
$226K +$11.8K +51 +5%
CFO
1781
CVA Family Office
Colorado
$226K +$112K +485 +87%
SFO
1782
Standard Family Office
South Dakota
$225K +$19.9K +86 +9%
AWM
1783
Act Wealth Management
Texas
$223K +$6.93K +30 +3%
RCA
1784
Reitz Capital Advisors
Michigan
$223K +$237K +1,025 New
SFP
1785
Sterling Financial Planning
New Jersey
$222K – – –
CG
1786
CFO4Life Group
Texas
$221K -$178K -769 -43%
SCM
1787
Salem Capital Management
Massachusetts
$221K -$11.5K -50 -5%
JIC
1788
Joel Isaacson & Co
New York
$220K -$231 -1 -0.1%
FNBOO
1789
First National Bank of Omaha
Nebraska
$220K – – –
BIA
1790
Bigelow Investment Advisors
Maine
$220K +$5.77K +25 +3%
BAM
1791
Berkshire Asset Management
Pennsylvania
$219K -$231 -1 -0.1%
KOMWMG
1792
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$219K +$232K +1,006 New
IFS
1793
Ifrah Financial Services
Arkansas
$218K -$4.39K -19 -2%
CAM
1794
Concorde Asset Management
Michigan
$218K – – –
CAM
1795
Cubic Asset Management
Massachusetts
$218K – – –
SG
1796
Somerset Group
Minnesota
$218K – – –
FGAM
1797
Financial Gravity Asset Management
Texas
$218K +$231 +1 New
SAM
1798
S.A. Mason
Michigan
$218K +$57.7K +250 +33%
AAM
1799
Azzad Asset Management
Virginia
$218K – – –
STB
1800
S&T Bank
Pennsylvania
$217K – – –