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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
SGI
3351
Swan Global Investments
Colorado
$375K +$16.7K +19 +6%
UOTTAIMCU
3352
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$375K +$182K +207 +143%
IPW
3353
Inlet Private Wealth
Florida
$374K – – –
CFFP
3354
Center for Financial Planning
Michigan
$374K – – –
GJIA
3355
Glass Jacobson Investment Advisors
Maryland
$374K – – –
CC
3356
Centiva Capital
New York
$374K +$44.8K +51 +17%
BSA
3357
Bull Street Advisors
Georgia
$373K – – –
AA
3358
Aufman Associates
Pennsylvania
$373K – – –
CKAIS
3359
Christensen King & Associates Investment Services
Washington
$373K – – –
MCA
3360
Millennium Capital Advisors
Arkansas
$373K – – –
MWC
3361
MBM Wealth Consultants
Missouri
$373K +$160K +182 +108%
NA
3362
N10 Assets
Connecticut
$373K +$307K +350 New
NW
3363
N10 Wealth
Connecticut
$373K +$307K +350 New
EFG
3364
Everest Financial Group
Minnesota
$371K +$47.4K +54 +18%
CL
3365
CIM LLC
New York
$370K +$878 +1 +0.3%
APW
3366
Allied Private Wealth
Florida
$370K +$343K +390 New
CC
3367
Clearwave Capital
California
$369K +$878 +1 +0.3%
HWM
3368
HighMark Wealth Management
Minnesota
$368K – – –
CWMGP
3369
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$367K -$1.27M -1,441 -81%
PCM
3370
Park Capital Management
Wisconsin
$367K +$2.63K +3 +0.9%
SA
3371
Sylvest Advisors
Texas
$366K -$29K -33 -9%
ACA
3372
Aspire Capital Advisors
Washington
$365K +$4.39K +5 +1%
FA
3373
Fedenia Advisers
Wisconsin
$365K -$878 -1 -0.3%
CL
3374
CLG LLC
California
$365K +$301K +343 New
MFP
3375
Meramec Financial Planners
Missouri
$365K – – –