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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
SGCA
1851
Steel Grove Capital Advisors
Tennessee
$317K +$223 +1 +0.1%
SCA
1852
Sandy Cove Advisors
Massachusetts
$316K – – –
GHAM
1853
Gilman Hill Asset Management
Connecticut
$315K – – –
DCM
1854
Dupont Capital Management
Delaware
$312K -$72.5K -325 -20%
AFT
1855
Alpha Family Trust
California
$312K – – –
SIC
1856
SJS Investment Consulting
Ohio
$312K – – –
RWM
1857
Revisor Wealth Management
Ohio
$312K +$4.24K +19 +2%
EA
1858
Eudaimonia Advisors
Tennessee
$311K -$7.8K -35 -3%
GM
1859
GeoWealth Management
Illinois
$311K -$2.01K -9 -0.7%
RZH
1860
Relyea Zuckerberg Hanson
Connecticut
$311K +$3.12K +14 +1%
CAM
1861
Covenant Asset Management
New Jersey
$310K +$38.8K +174 +16%
TIM
1862
Tortoise Investment Management
New York
$310K +$6.24K +28 +2%
QC
1863
Quent Capital
New York
$310K – – –
JF
1864
Joule Financial
Kentucky
$310K +$10.3K +46 +4%
IP
1865
Isthmus Partners
Wisconsin
$309K – – –
CA
1866
Crewe Advisors
Utah
$309K -$43.5K -195 -13%
PGIM
1867
Pacific Global Investment Management
California
$309K +$23.9K +107 +9%
HA
1868
Herold Advisors
New York
$308K -$12K -54 -4%
OLA
1869
Oliver Luxxe Assets
New Jersey
$308K – – –
LFASL
1870
Lugano Financial Advisors SA (LFA)
Switzerland
$308K +$279K +1,250 New
SWM
1871
Selective Wealth Management
Virginia
$306K +$274K +1,231 New
WP
1872
WealthShield Partners
North Carolina
$306K -$36.1K -162 -12%
GSAM
1873
Grant Street Asset Management
Pennsylvania
$306K +$46.8K +210 +20%
HIP
1874
HUB Investment Partners
Texas
$306K +$277K +1,242 New
RFA
1875
Register Financial Advisors
Georgia
$305K -$11.1K -50 -4%