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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
RSVP
2076
Ramsay Stattman Vela & Price
Colorado
$505K -$3K -9 -0.7%
IPAM
2077
ICICI Prudential Asset Management
India
$505K +$433K +1,300 New
DIA
2078
Davidson Investment Advisors
Montana
$504K +$34K +102 +9%
LWL
2079
Leo Wealth LLC
Texas
$504K +$433K +1,299 New
DWM
2080
Daner Wealth Management
Georgia
$504K +$407K +1,221 New
BWM
2081
Baron Wealth Management
Michigan
$504K -$7.33K -22 -2%
VAM
2082
Verity Asset Management
North Carolina
$503K -$296K -887 -41%
HP
2083
Haven Private
Florida
$503K +$432K +1,295 New
RWB
2084
RMR Wealth Builders
New Jersey
$502K -$79K -237 -16%
GSIAS
2085
Garden State Investment Advisory Services
New Jersey
$501K +$14.7K +44 +4%
BCMLT
2086
Beacon Capital Management LLC (Tennessee)
Tennessee
$501K -$75K -225 -15%
EFP
2087
Elser Financial Planning
Indiana
$501K -$11.7K -35 -3%
MA
2088
MCF Advisors
Kentucky
$500K -$667 -2 -0.2%
AFPL
2089
Advus Financial Partners, LLC
Florida
$498K +$12.7K +38 +3%
BSB
2090
Bangor Savings Bank
Maine
$498K +$11.7K +35 +3%
RA
2091
Rise Advisors
New York
$497K -$17.7K -53 -4%
FA
2092
FSA Advisors
Michigan
$497K -$103K -310 -19%
OLA
2093
Oliver Luxxe Assets
New Jersey
$497K -$10K -30 -2%
CWMP
2094
Clarion Wealth Managment Partners
Virginia
$496K +$426K +1,278 New
DJYG
2095
David J. Yvars Group
Florida
$496K +$426K +1,278 New
JMFC
2096
J.M. Forbes & Co
Massachusetts
$496K -$105K -314 -20%
AFT
2097
Alpha Family Trust
California
$493K
SB
2098
Sunflower Bank
Texas
$492K -$29K -87 -6%
DWM
2099
Destination Wealth Management
California
$492K +$24.3K +73 +6%
WPW
2100
Warther Private Wealth
Ohio
$492K -$126K -377 -23%