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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
CIP
1776
Capital Insight Partners
Arizona
$633K +$22.4K +63 +3%
KCM
1777
Kathmere Capital Management
Pennsylvania
$632K -$37.8K -106 -5%
PFGIA
1778
Patriot Financial Group Insurance Agency
Massachusetts
$630K -$23.2K -65 -3%
JWM
1779
Jacksonville Wealth Management
Florida
$629K +$49.2K +138 +8%
DIP
1780
Davis Investment Partners
North Carolina
$628K +$1.07K +3 +0.1%
BFC
1781
Bedel Financial Consulting
Indiana
$625K +$17.1K +48 +3%
FA
1782
Fagan Associates
New York
$625K +$107K +300 +19%
CAM
1783
Carret Asset Management
New York
$624K -$53.4K -150 -7%
TWM
1784
Thrive Wealth Management
Pennsylvania
$623K -$11.4K -32 -2%
DQRIM
1785
Dale Q Rice Investment Management
Washington
$623K
WKWM
1786
Walter & Keenan Wealth Management
Indiana
$622K +$37K +104 +6%
CPSAC
1787
Chas P. Smith & Associates (CPS)
Florida
$620K -$129K -361 -16%
PA
1788
PSI Advisors
Florida
$620K -$211K -593 -24%
Harris Associates
1789
Harris Associates
Illinois
$620K -$14.2K -40 -2%
SFS
1790
Summit Financial Strategies
Ohio
$619K
PWM
1791
Paulson Wealth Management
Illinois
$619K -$7.48K -21 -1%
WWM
1792
Waterway Wealth Management
Texas
$617K +$30.3K +85 +5%
FWP
1793
Firethorn Wealth Partners
Georgia
$616K +$5.34K +15 +0.8%
DMBA
1794
Deseret Mutual Benefit Administrators
Utah
$613K +$13.5K +38 +2%
FBB
1795
Fulton Breakefield Broenniman
Maryland
$611K
SOW
1796
State of Wyoming
Wyoming
$608K -$19.2K -54 -3%
SIAP
1797
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$608K +$34.2K +96 +5%
ML
1798
McAdam LLC
Pennsylvania
$608K +$39.5K +111 +6%
PG
1799
Patten Group
Tennessee
$608K -$9.62K -27 -1%
BCG
1800
Breakwater Capital Group
New Jersey
$607K +$50.6K +142 +8%