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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
DWA
3301
Delos Wealth Advisors
Texas
$164K +$16.7K +30 +12%
CB
3302
Centennial Bank
Arkansas
$162K
WA
3303
WPG Advisers
Maryland
$159K +$1.11K +2 +0.7%
SOW
3304
State of Wyoming
Wyoming
$158K -$111K -200 -42%
VCMGDR
3305
Vinland Capital Management Gestora de Recursos
Brazil
$158K -$63.4K -114 -29%
CYG
3306
Clean Yield Group
Vermont
$155K -$4.45K -8 -3%
NMG
3307
New Millennium Group
Utah
$154K -$13.9K -25 -9%
BC
3308
Barrett & Company
Rhode Island
$154K
TVWM
3309
Tower View Wealth Management
Wisconsin
$152K
MCP
3310
Miller Capital Partners
Michigan
$152K +$147K +265 New
ISWM
3311
Intesa Sanpaolo Wealth Management
$151K +$147K +264 New
E
3312
Entelevest
Florida
$148K +$144K +259 New
Kayne Anderson Rudnick Investment Management
3313
Kayne Anderson Rudnick Investment Management
California
$148K -$143K -258 -50%
SFS
3314
Sunrise Financial Services
Washington
$146K +$141K +254 New
FC
3315
Fairscale Capital
New Hampshire
$145K
WAS
3316
Winch Advisory Services
Wisconsin
$144K -$8.34K -15 -6%
JFA
3317
JNBA Financial Advisors
Minnesota
$144K +$6.67K +12 +5%
MIM
3318
MTM Investment Management
South Carolina
$144K
MPW
3319
MASECO Private Wealth
$143K +$139K +250 New
SJIM
3320
St. Johns Investment Management
Florida
$143K
HWM
3321
Horizons Wealth Management
North Carolina
$143K
DWM
3322
Darwin Wealth Management
Florida
$142K
1CP
3323
1015 Capital Partners
Pennsylvania
$136K +$132K +237 New
XC
3324
XY Capital
Hong Kong
$136K +$132K +237 New
WWM
3325
Wolff Wiese Magana
California
$133K -$20.6K -37 -14%