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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
M
2701
MOTCO
Texas
$123K -$2.85K -8 -2%
CAIM
2702
Catherine Avery Investment Management
Florida
$119K -$2.84M -7,968 -96%
HWM
2703
HighMark Wealth Management
Minnesota
$117K +$356 +1 +0.3%
FWM
2704
FSA Wealth Management
Massachusetts
$116K – – –
CFFP
2705
Center for Financial Planning
Michigan
$115K – – –
AWM
2706
Ameliora Wealth Management
Switzerland
$113K -$79.4K -223 -39%
JFA
2707
JNBA Financial Advisors
Minnesota
$112K +$35.6K +100 +42%
IUHSA
2708
Itau Unibanco Holding S.A.
Brazil
$111K +$120K +337 New
Kayne Anderson Rudnick Investment Management
2709
Kayne Anderson Rudnick Investment Management
California
$109K -$6.05K -17 -5%
BMC
2710
Bear Mountain Capital
Washington
$108K +$2.49K +7 +2%
SO
2711
Sierra Ocean
California
$108K +$1.07K +3 +0.9%
CWC
2712
Carolinas Wealth Consulting
North Carolina
$105K -$712 -2 -0.6%
DWM
2713
Darwin Wealth Management
Florida
$105K – – –
CWP
2714
Clark Wealth Partners
Illinois
$104K -$6.05K -17 -5%
SWA
2715
SOA Wealth Advisors
New York
$104K +$29.2K +82 +35%
MBFW
2716
Morton Brown Family Wealth
Pennsylvania
$103K +$7.48K +21 +7%
GK
2717
Graney & King
New York
$102K +$712 +2 +0.6%
AWM
2718
Atticus Wealth Management
Florida
$101K – – –
WCM
2719
Winthrop Capital Management
Indiana
$100K – – –
CMP
2720
Coston McIsaac & Partners
Maine
$99K -$1.78K -5 -2%
EPIME
2721
Evelyn Partners Investment Management (Europe)
$98.9K – – –
SIM
2722
Synergy Investment Management
Florida
$98.9K – – –
GWSA
2723
Global Wealth Strategies & Associates
Colorado
$98.3K – – –
BL
2724
BFSG LLC
California
$97.6K -$2.49K -7 -2%
TH
2725
TCTC Holdings
Texas
$96.3K +$34.2K +96 +49%