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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
2926
Lowe Wealth Advisors
Maryland
$33.4K +$6.21K +16 +21%
ACA
2927
Atlas Capital Advisors
Wyoming
$33K -$27.5K -71 -44%
IMC
2928
Investment Management Corporation
Virginia
$32.9K +$35.3K +91 New
DFC
2929
DB Fitzpatrick & Co
Idaho
$31.9K – – –
NWMP
2930
Noble Wealth Management PBC
Colorado
$31.2K +$33.4K +86 New
EPW
2931
Evergreen Private Wealth
Colorado
$29K – – –
MWM
2932
Mascoma Wealth Management
New Hampshire
$27.2K – – –
TIM
2933
Thompson Investment Management
Wisconsin
$27.2K – – –
CJL
2934
Cyrus J. Lawrence
New York
$27K +$29.1K +75 New
HHGA
2935
Halbert Hargrove Global Advisors
California
$27K +$28.7K +74 New
TPW
2936
Talon Private Wealth
Florida
$26.8K -$5.82K -15 -17%
AP
2937
Aspect Partners
Virginia
$26.8K +$3.1K +8 +12%
SC
2938
Swan Capital
Florida
$26.5K – – –
FWA
2939
Flagship Wealth Advisors
Massachusetts
$26.5K +$28.3K +73 New
TCM
2940
TD Capital Management
Tennessee
$25.4K +$1.16K +3 +4%
BC
2941
Belmont Capital
California
$25.4K – – –
AA
2942
AlphaMark Advisors
Kentucky
$24K – – –
AEPWM
2943
Atlantic Edge Private Wealth Management
Florida
$23.6K – – –
MIM
2944
Manitou Investment Management
Ontario, Canada
$23.6K – – –
CFS
2945
Compass Financial Services
Iowa
$22.8K +$24.4K +63 New
GIS
2946
Grayhawk Investment Strategies
Alberta, Canada
$22.1K – – –
LIS
2947
Legacy Investment Solutions
Idaho
$21.5K +$22.9K +59 New
LWMI
2948
Legacy Wealth Management (Idaho)
Idaho
$21.5K +$22.9K +59 New
ACM
2949
Anfield Capital Management
California
$21.4K +$12.8K +33 +127%
KSWA
2950
Kathleen S. Wright Associates
Pennsylvania
$19.6K – – –
116 117
118
119 120