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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FGAM
2851
Financial Gravity Asset Management
Texas
$12.9K +$13.9K +39 New
DCM
2852
Davis Capital Management
Florida
$12.5K +$13.5K +38 New
CWM
2853
Copia Wealth Management
Oregon
$12.4K – – –
FGA
2854
Fortis Group Advisors
New Jersey
$12.2K – – –
CWM
2855
Consultiva Wealth Management
Puerto Rico
$12.2K +$13.2K +37 New
PMIM
2856
Prudent Man Investment Management
Colorado
$12K – – –
NWMP
2857
Noble Wealth Management PBC
Colorado
$11.9K -$17.8K -50 -58%
GWM
2858
Graybill Wealth Management
Illinois
$11.7K +$12.8K +36 New
IRAG
2859
Investment Research & Advisory Group
Georgia
$11.6K – – –
YAL
2860
Your Advocates Ltd
Texas
$11.5K – – –
CAM
2861
Chesapeake Asset Management
New York
$11.5K +$1.07K +3 +9%
TFM
2862
TFC Financial Management
Massachusetts
$11.3K – – –
BIM
2863
Breakwater Investment Management
Washington
$9.89K – – –
WCM
2864
WealthTrak Capital Management
Virginia
$9.23K +$6.05K +17 +155%
PWMA
2865
Pension & Wealth Management Advisors
Massachusetts
$8.9K +$5.7K +16 +145%
RWM
2866
Rialto Wealth Management
New York
$8.57K +$1.43K +4 +18%
PCM
2867
Perritt Capital Management
Illinois
$8.57K +$9.26K +26 New
WAS
2868
Winch Advisory Services
Wisconsin
$8.49K – – –
AF
2869
Abound Financial
California
$8.24K +$8.9K +25 New
VFM
2870
Vision Financial Markets
Connecticut
$6.62K +$7.12K +20 New
AWM
2871
Activest Wealth Management
Florida
$6.6K +$6.41K +18 +900%
SHIM
2872
Stone House Investment Management
Pennsylvania
$6.6K +$7.12K +20 New
NMG
2873
New Millennium Group
Utah
$6.52K – – –
EPAM
2874
Evelyn Partners Asset Management
$6.27K – – –
PWS
2875
Peterson Wealth Services
Utah
$5.61K – – –
113 114
115
116 117