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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
HC
2101
Hara Capital
Washington
$839K
AIM
2102
Aigen Investment Management
New York
$836K +$811K +1,459 New
PFG
2103
Pinnacle Financial Group
Illinois
$835K +$1.67K +3 +0.2%
MCP
2104
Mirador Capital Partners
California
$834K
Legacy Financial Group (Iowa)
2105
Legacy Financial Group (Iowa)
Iowa
$834K +$28.3K +51 +4%
AGWCA
2106
Annis Gardner Whiting Capital Advisors
Florida
$832K +$391K +703 +94%
AA
2107
Acorns Advisers
California
$832K +$65.6K +118 +9%
SWMG
2108
Sanchez Wealth Management Group
Florida
$829K +$1.67K +3 +0.2%
FC
2109
FCA Corp
Texas
$828K
CCA
2110
Carrera Capital Advisors
Michigan
$827K +$34.5K +62 +4%
JTF
2111
J. Team Financial
Texas
$827K +$122K +219 +18%
WDA
2112
Wendell David Associates
New Hampshire
$827K
AWM
2113
Angeles Wealth Management
California
$827K +$227K +409 +40%
GCP
2114
GSA Capital Partners
United Kingdom
$826K -$763K -1,373 -49%
CRI
2115
Colonial River Investments
Virginia
$826K +$465K +836 +138%
SCM
2116
Sandler Capital Management
New York
$824K -$2.44M -4,397 -75%
WFA
2117
WestHill Financial Advisors
California
$823K +$113K +204 +17%
QFW
2118
QTR Family Wealth
Florida
$823K +$61.7K +111 +11%
CWM
2119
CarsonAllaria Wealth Management
Illinois
$822K +$556 +1 +0.1%
COCM
2120
Charter Oak Capital Management
New Hampshire
$821K +$35K +63 +5%
BWM
2121
Baron Wealth Management
Michigan
$819K +$46.7K +84 +6%
HVIA
2122
Hudson Valley Investment Advisors
New York
$819K -$667K -1,200 -46%
DIA
2123
Davidson Investment Advisors
Montana
$819K +$72.3K +130 +10%
QL
2124
Quarry LP
New York
$818K +$342K +616 +76%
EAM
2125
Empirical Asset Management
Massachusetts
$818K -$3.33K -6 -0.2%