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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
AA
2201
Alesco Advisors
New York
$409K – – –
ACA
2202
Anchor Capital Advisors
Massachusetts
$409K – – –
RWM
2203
Rockline Wealth Management
New York
$409K – – –
AIM
2204
Avity Investment Management
Connecticut
$408K -$19.4K -50 -4%
FAM
2205
Fairtree Asset Management
South Africa
$408K +$436K +1,124 New
TSMHT
2206
Thurston Springer Miller Herd & Titak
Indiana
$407K +$193K +497 +79%
CP
2207
Castleview Partners
Texas
$407K +$34.1K +88 +8%
HCM
2208
Hengehold Capital Management
Ohio
$406K +$1.94K +5 +0.4%
SCM
2209
Spring Capital Management
Texas
$406K – – –
TWP
2210
Tower Wealth Partners
Pennsylvania
$406K +$8.53K +22 +2%
Fidelity International
2211
Fidelity International
Bermuda
$404K – – –
DCM
2212
Driehaus Capital Management
Illinois
$404K +$78.3K +202 +22%
SFI
2213
SPC Financial Inc
Maryland
$403K +$37.6K +97 +10%
NWWA
2214
New Wave Wealth Advisors
Arkansas
$401K -$4.65K -12 -1%
BA
2215
Bristlecone Advisors
Washington
$401K +$388 +1 +0.1%
PFW
2216
Petros Family Wealth
Minnesota
$399K +$427K +1,100 New
CFIA
2217
Cantor Fitzgerald Investment Advisors
New York
$399K -$10.1K -26 -2%
RCWM
2218
Royal Capital Wealth Management
Indiana
$399K – – –
PWP
2219
Private Wealth Partners
California
$399K +$38.8K +100 +10%
GSWM
2220
Greenup Street Wealth Management
Michigan
$399K +$1.16K +3 +0.3%
ECM
2221
Elgethun Capital Management
South Dakota
$398K +$60.1K +155 +16%
FAN
2222
Financial Advisors Network
California
$397K +$424K +1,094 New
SCP
2223
Sivia Capital Partners
California
$396K -$6.21K -16 -1%
FA
2224
Financial Advisors
Massachusetts
$395K – – –
VCM
2225
Virtue Capital Management
Tennessee
$394K -$19.4K -50 -4%