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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
WAS
3326
Winch Advisory Services
Wisconsin
$144K -$8.34K -15 -6%
JFA
3327
JNBA Financial Advisors
Minnesota
$144K +$6.67K +12 +5%
MIM
3328
MTM Investment Management
South Carolina
$144K – – –
MPW
3329
MASECO Private Wealth
$143K +$139K +250 New
SJIM
3330
St. Johns Investment Management
Florida
$143K – – –
HWM
3331
Horizons Wealth Management
North Carolina
$143K – – –
DWM
3332
Darwin Wealth Management
Florida
$142K – – –
1CP
3333
1015 Capital Partners
Pennsylvania
$136K +$132K +237 New
XC
3334
XY Capital
Hong Kong
$136K +$132K +237 New
WWM
3335
Wolff Wiese Magana
California
$133K -$20.6K -37 -14%
CAL
3336
Capital Advisors Ltd
Ohio
$132K +$17.2K +31 +16%
KFP
3337
Kerr Financial Planning
California
$131K – – –
CCMI
3338
Creative Capital Management Investments
California
$131K – – –
SR
3339
Swiss Re
Switzerland
$131K +$127K +228 New
HCM
3340
Horrell Capital Management
Arkansas
$129K – – –
BL
3341
BFSG LLC
California
$128K -$12.2K -22 -9%
SMFG
3342
Sumitomo Mitsui Financial Group
Japan
$127K -$556 -1 -0.5%
M
3343
MOTCO
Texas
$126K – – –
APW
3344
Atlantic Private Wealth
North Carolina
$126K +$1.67K +3 +1%
HFS
3345
Hughes Financial Services
Virginia
$125K -$2.22K -4 -2%
CH
3346
Canton Hathaway
Rhode Island
$124K – – –
C
3347
Covestor
United Kingdom
$124K -$556 -1 -0.5%
GGI
3348
Godsey & Gibb Inc
Virginia
$124K -$1.11K -2 -0.9%
CA
3349
Centerpoint Advisors
Massachusetts
$123K – – –
GA
3350
GoalVest Advisory
New York
$121K +$43.9K +79 +59%