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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
POIA
2576
Pin Oak Investment Advisors
Texas
$85K -$98.8K -309 -57%
CCMI
2577
Creative Capital Management Investments
California
$83.5K
HCM
2578
Horrell Capital Management
Arkansas
$83K
CPG
2579
Cornerstone Planning Group
New Jersey
$81.8K -$14.1K -44 -15%
BCA
2580
Bray Capital Advisors
Florida
$81.6K +$320 +1 +0.5%
MWA
2581
Moser Wealth Advisors
Washington
$80.6K
FCMT
2582
Founders Capital Management (Texas)
Texas
$80.4K -$9.59K -30 -12%
CH
2583
Canton Hathaway
Rhode Island
$80K
APW
2584
Atlantic Private Wealth
North Carolina
$77.2K +$320 +1 +0.5%
BWM
2585
BKM Wealth Management
Wisconsin
$77K -$91.1K -285 -58%
1832 Asset Management
2586
1832 Asset Management
Ontario, Canada
$73.3K -$8.95K -28 -12%
BC
2587
Broadwater Capital
Massachusetts
$73.3K
CCC
2588
Chelsea Counsel Company
California
$73.3K
ECM
2589
Estabrook Capital Management
New York
$73.3K
MDCM
2590
Morgan Dempsey Capital Management
Wisconsin
$73.3K
YAL
2591
Your Advocates Ltd
Texas
$73.3K
APGC
2592
A.P. Gilfoyle & Co
New York
$73.3K +$63.9K +200 New
LCM
2593
Lynwood Capital Management
Ontario, Canada
$73.3K +$63.9K +200 New
AFIA
2594
America First Investment Advisors
Nebraska
$70.4K
PO
2595
Private Ocean
California
$69.6K +$11.5K +36 +23%
NECFA
2596
New England Capital Financial Advisors
Connecticut
$69.2K
GKIM
2597
GW&K Investment Management
Massachusetts
$69K -$1.28K -4 -2%
WWM
2598
Wolff Wiese Magana
California
$68.5K
GCM
2599
Gladius Capital Management
Illinois
$68.2K +$59.4K +186 New
RFG
2600
REAP Financial Group
Texas
$67.2K -$213K -668 -78%