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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
826
IHT Wealth Management
Illinois
$3.6M -$1.39M -3,595 -27%
MWM
827
Modern Wealth Management
Kansas
$3.59M +$411K +1,060 +12%
LWP
828
LMG Wealth Partners
Louisiana
$3.59M +$26.4K +68 +0.7%
FDS
829
First Dallas Securities
Texas
$3.58M +$8.14K +21 +0.2%
CA
830
Cumberland Advisors
Florida
$3.57M – – –
NGA
831
Naples Global Advisors
Florida
$3.57M -$79.1K -204 -2%
HT
832
Heritage Trust
Oklahoma
$3.57M +$3.81M +9,836 New
SCM
833
Schnieders Capital Management
California
$3.56M -$40.7K -105 -1%
NP
834
Nilsine Partners
Colorado
$3.55M +$134K +346 +4%
WPW
835
Waldron Private Wealth
Pennsylvania
$3.55M +$1.93M +4,965 +103%
RCM
836
RB Capital Management
Nevada
$3.54M +$71K +183 +2%
MCM
837
Mill Capital Management
North Carolina
$3.53M – – –
DCM
838
Davidson Capital Management
Texas
$3.51M +$137K +354 +4%
JWCA
839
J.W. Cole Advisors
Florida
$3.5M +$32.6K +84 +0.9%
SWM
840
SeaCrest Wealth Management
New York
$3.49M +$11.6K +30 +0.3%
CCM
841
Consolidated Capital Management
California
$3.49M -$72.9K -188 -2%
WSC
842
Wellington Shields & Co
New York
$3.49M – – –
RWM
843
Ritholtz Wealth Management
New York
$3.48M +$752K +1,940 +25%
ATPW
844
Ashton Thomas Private Wealth
Arizona
$3.47M +$781K +2,014 +27%
AWM
845
Avitas Wealth Management
California
$3.46M +$29.1K +75 +0.8%
MWM
846
Mattern Wealth Management
Kansas
$3.44M +$1.3M +3,349 +55%
MMPW
847
Mitchell McLeod Pugh & Williams
Alabama
$3.44M -$307K -792 -8%
FWM
848
Finer Wealth Management
Massachusetts
$3.42M +$33.4K +86 +0.9%
BFA
849
Brendel Financial Advisors
New Hampshire
$3.41M -$190K -491 -5%
PAM
850
Palisade Asset Management
Minnesota
$3.4M -$38K -98 -1%
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