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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2176
Centric Wealth Management
Illinois
$389K +$2.07K +6 +0.6%
MA
2177
MJP Associates
Connecticut
$388K +$37.6K +109 +12%
WI
2178
Wintrust Investments
Illinois
$387K -$1.98M -5,721 -85%
4WM
2179
49 Wealth Management
Texas
$387K +$86.3K +250 +34%
FDCP
2180
Foster Dykema Cabot & Partners
Massachusetts
$386K +$41.1K +119 +14%
PA
2181
Planning Alternatives
Michigan
$386K +$691 +2 +0.2%
ECM
2182
Exchange Capital Management
Michigan
$386K -$10.4K -30 -3%
SXL
2183
Summit X LLC
Missouri
$385K -$46.6K -135 -11%
BBNA
2184
Bremer Bank National Association
Minnesota
$385K -$91.9K -266 -21%
FUBT
2185
First United Bank & Trust
Maryland
$384K -$10.4K -30 -3%
Boston Partners
2186
Boston Partners
Massachusetts
$384K -$49.7K -144 -13%
KLWA
2187
Kelly Lawrence W & Associates
California
$383K +$173K +500 +104%
VPWA
2188
Vestia Personal Wealth Advisors
Indiana
$383K +$3.8K +11 +1%
PMFA
2189
Plante Moran Financial Advisors
Michigan
$383K -$28.3K -82 -8%
BAG
2190
Bridgewealth Advisory Group
California
$382K +$337K +976 New
WCFA
2191
Walkner Condon Financial Advisors
Wisconsin
$382K +$52.8K +153 +19%
BWP
2192
Balboa Wealth Partners
Arizona
$381K -$10.7K -31 -3%
AAS
2193
Annex Advisory Services
Wisconsin
$381K +$1.04K +3 +0.3%
VCM
2194
Vision Capital Management
Oregon
$379K +$335K +970 New
FIB
2195
First Interstate Bank
Montana
$379K -$66K -191 -16%
CFS
2196
Commonwealth Financial Services
West Virginia
$378K -$14.2K -41 -4%
PWM
2197
Purus Wealth Management
California
$378K -$10K -29 -3%
CPW
2198
Crestmont Private Wealth
Texas
$377K +$3.11K +9 +0.9%
PWS
2199
Precision Wealth Strategies
Missouri
$377K +$29.4K +85 +10%
BDF
2200
Black Diamond Financial
Maryland
$373K +$90.8K +263 +38%