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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
EFG
2401
Embree Financial Group
Illinois
$1.1M +$28.1K +32 +3%
SWIM
2402
Smallwood Wealth Investment Management
New Jersey
$1.1M
AG
2403
AIA Group
Hong Kong
$1.09M -$2.91M -3,314 -76%
KFS
2404
Kaizen Financial Strategies
California
$1.09M -$127K -144 -12%
CFG
2405
Capital Financial Group
Colorado
$1.09M +$40.4K +46 +5%
VAM
2406
Verity Asset Management
North Carolina
$1.09M -$366K -417 -29%
Capstone Investment Advisors
2407
Capstone Investment Advisors
New York
$1.09M +$99.3K +113 +12%
MSWM
2408
Mowery & Schoenfeld Wealth Management
Illinois
$1.09M
AIM
2409
Aigen Investment Management
New York
$1.09M +$900K +1,025 New
FBC
2410
Fairfield, Bush & Co
Connecticut
$1.09M -$22.8K -26 -2%
HIM
2411
Hanlon Investment Management
New Jersey
$1.09M -$251K -286 -22%
MCM
2412
Manchester Capital Management
Vermont
$1.09M +$31.6K +36 +4%
HCM
2413
Hengehold Capital Management
Ohio
$1.08M -$133K -151 -13%
CW
2414
Channel Wealth
California
$1.08M
SDWMA
2415
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.08M +$1.76K +2 +0.2%
LWA
2416
Ledgewood Wealth Advisors
New Hampshire
$1.08M
AIA
2417
Arbor Investment Advisors
North Carolina
$1.08M -$878 -1 -0.1%
BPW
2418
Bingham Private Wealth
California
$1.08M +$22.8K +26 +3%
CWM
2419
CCG Wealth Management
California
$1.08M +$9.66K +11 +1%
BTWM
2420
Baker Tilly Wealth Management
Wisconsin
$1.08M -$6.15K -7 -0.7%
CFA
2421
CWS Financial Advisors
Michigan
$1.07M
ISWM
2422
Intesa Sanpaolo Wealth Management
$1.07M +$166K +189 +23%
ALA
2423
Atlas Legacy Advisors
California
$1.07M +$173K +197 +22%
PWP
2424
Private Wealth Partners
California
$1.07M -$17.6K -20 -2%
FWTB
2425
First Western Trust Bank
Colorado
$1.07M +$3.51K +4 +0.4%