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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
CCG
2151
Coastwise Capital Group
California
$557K +$8.96K +21 +2%
EFSCE
2152
Enterprise Financial Services Corp (EFSC)
Missouri
$555K -$82K -192 -14%
BTWM
2153
Baker Tilly Wealth Management
Wisconsin
$553K -$95.6K -224 -16%
UCB
2154
United Community Bank
South Carolina
$552K +$99.5K +233 +25%
Legacy Financial Group (Iowa)
2155
Legacy Financial Group (Iowa)
Iowa
$551K +$427 +1 +0.1%
VPWA
2156
Vestia Personal Wealth Advisors
Indiana
$551K +$63.6K +149 +15%
ASBI
2157
American State Bank (Iowa)
Iowa
$551K +$4.27K +10 +0.9%
PWW
2158
Pettyjohn Wood & White
Virginia
$550K +$37.6K +88 +8%
FCM
2159
Family Capital Management
Michigan
$550K +$61.5K +144 +14%
NAM
2160
NTV Asset Management
West Virginia
$549K +$38.8K +91 +9%
NAMNJ
2161
NorthStar Asset Management (New Jersey)
New Jersey
$549K – – –
KOC
2162
Koss-Olinger Consulting
Florida
$549K -$23.9K -56 -4%
ABLA
2163
Alan B. Lancz & Associates
Ohio
$549K – – –
FVWA
2164
Foster Victor Wealth Advisors
South Carolina
$548K +$98.6K +231 +27%
RIM
2165
Rakuten Investment Management
Japan
$548K +$5.17M +12,109 New
FP
2166
Financial Perspectives
Minnesota
$548K +$42.7K +100 +10%
SCM
2167
Sunbeam Capital Management
Georgia
$547K – – –
SMA
2168
Seven Mile Advisory
New Jersey
$546K +$266K +624 +120%
KCM
2169
Kornitzer Capital Management
Kansas
$545K -$36.7K -86 -7%
MQWP
2170
Morey & Quinn Wealth Partners
Nebraska
$544K -$10.7K -25 -2%
IUHSA
2171
Itau Unibanco Holding S.A.
Brazil
$544K +$358K +838 +277%
VIPI
2172
Vista Investment Partners II
Indiana
$543K -$12.8K -30 -3%
QWM
2173
Quadcap Wealth Management
Texas
$542K +$854 +2 +0.2%
CNC
2174
Citizens & Northern Corp
Pennsylvania
$539K +$76.4K +179 +19%
BCA
2175
Bay Capital Advisors
Virginia
$538K – – –