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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
KFAS
2276
Keating Financial Advisory Services
Kansas
$879K -$1.25M -1,802 -59%
BW
2277
Basepoint Wealth
Iowa
$877K -$18.7K -27 -2%
MCM
2278
Monarch Capital Management
Indiana
$876K
API
2279
Asset Planning Inc
California
$876K +$693 +1 +0.1%
VCM
2280
Virtue Capital Management
Tennessee
$875K +$83.1K +120 +10%
BSB
2281
Bangor Savings Bank
Maine
$872K -$34.6K -50 -4%
WFI
2282
West Family Investments
California
$871K -$691K -997 -45%
MIFH
2283
Migdal Insurance & Financial Holdings
Israel
$870K -$68.6K -99 -7%
JCM
2284
J2 Capital Management
Michigan
$869K -$37.4K -54 -4%
HWA
2285
Heritage Wealth Advisors
Virginia
$866K -$900K -1,300 -52%
JF
2286
Joule Financial
Kentucky
$864K -$9.7K -14 -1%
PCMF
2287
Private Capital Management (Florida)
Florida
$864K
MBWA
2288
Marin Bay Wealth Advisors
California
$864K -$33.2K -48 -4%
ISWM
2289
Independent Solutions Wealth Management
New York
$864K +$458K +661 +118%
PFG
2290
Pinnacle Financial Group
Illinois
$863K -$166K -240 -16%
CIC
2291
Chilton Investment Company
Connecticut
$861K -$6.82M -9,844 -89%
CFIA
2292
Cantor Fitzgerald Investment Advisors
New York
$861K +$79.7K +115 +10%
NFC
2293
Northstar Financial Companies
Pennsylvania
$860K -$5.54K -8 -0.7%
VCM
2294
Vines Capital Management
Louisiana
$860K
GIM
2295
Generali Investments Management
Slovenia
$856K -$915K -1,321 -52%
BWP
2296
BlueStem Wealth Partners
Minnesota
$856K +$11.1K +16 +1%
SSG
2297
Summit Securities Group
New York
$855K +$836K +1,207 New
Legacy Financial Group (Iowa)
2298
Legacy Financial Group (Iowa)
Iowa
$855K
MCM
2299
Maple Capital Management
Vermont
$855K +$270K +390 +48%
SSW
2300
Smith Shellnut Wilson
Mississippi
$854K -$8.31K -12 -1%