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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2951
Anfield Capital Management
California
$21.4K +$12.8K +33 +127%
KSWA
2952
Kathleen S. Wright Associates
Pennsylvania
$19.6K – – –
FRA
2953
Front Row Advisors
California
$18.5K – – –
FA
2954
Financial Avengers
California
$18.1K – – –
IAG
2955
Innovative Advisory Group
Massachusetts
$18.1K +$19.4K +50 New
DRP
2956
Decker Retirement Planning
Utah
$17.8K +$19K +49 New
PCWA
2957
Pacific Capital Wealth Advisors
California
$16.7K -$1.55K -4 -8%
RWM
2958
Raffa Wealth Management
District of Columbia
$16K -$3.1K -8 -15%
CFG
2959
Chapman Financial Group
Hawaii
$15.2K +$16.3K +42 New
BFS
2960
Burkett Financial Services
South Carolina
$14.7K – – –
GPFA
2961
Game Plan Financial Advisors
Ohio
$14.5K – – –
RFS
2962
Richardson Financial Services
Massachusetts
$14.5K +$15.5K +40 New
FGC
2963
Financial Gravity Companies
Texas
$14.1K – – –
MIA
2964
MeadowBrook Investment Advisors
Michigan
$14.1K – – –
CWM
2965
Copia Wealth Management
Oregon
$13.7K +$14.7K +38 New
FGA
2966
Fortis Group Advisors
New Jersey
$13.4K – – –
LG
2967
LAM Group
Oregon
$13.4K – – –
IRAG
2968
Investment Research & Advisory Group
Georgia
$12.8K – – –
YAL
2969
Your Advocates Ltd
Texas
$12.7K -$64K -165 -83%
TFM
2970
TFC Financial Management
Massachusetts
$12.4K – – –
PMIM
2971
Prudent Man Investment Management
Colorado
$12K +$12.8K +33 New
CAM
2972
Chesapeake Asset Management
New York
$11.6K – – –
BC
2973
Bayforest Capital
United Kingdom
$11.6K +$12.4K +32 New
ACM
2974
Aster Capital Management
United Arab Emirates
$10.9K -$2.08M -5,367 -99%
BIM
2975
Breakwater Investment Management
Washington
$10.9K – – –
117 118
119
120 121