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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
926
IHT Wealth Management
Illinois
$552K -$86.3K -728 -14%
MCM
927
Manchester Capital Management
Vermont
$552K
SIA
928
Sit Investment Associates
Minnesota
$550K
NL
929
NWAM LLC
Washington
$550K +$516K +4,350 New
LB
930
Legacy Bridge
Iowa
$548K -$1.07K -9 -0.2%
CCB
931
Cutter & Co Brokerage
Missouri
$547K -$23.4K -197 -4%
HA
932
HYA Advisors
Missouri
$545K +$18.3K +154 +4%
LF
933
Lantz Financial
Illinois
$544K -$4.27K -36 -0.8%
CFN
934
Cordasco Financial Network
Florida
$543K +$44.5K +375 +10%
EC
935
Estate Counselors
Wisconsin
$543K +$72.1K +608 +16%
FI
936
FormulaFolio Investments
Michigan
$541K -$136K -1,146 -21%
CAAS
937
Capital Asset Advisory Services
Michigan
$541K +$20.2K +170 +5%
TAM
938
Taurus Asset Management
New York
$537K
S
939
SignatureFD
Georgia
$536K -$125K -1,052 -20%
CB
940
Cadence Bank
Mississippi
$535K +$23.7K +200 +5%
MOS
941
MGO One Seven
Ohio
$535K +$60.2K +508 +14%
XF
942
XML Financial
Maryland
$534K -$34.4K -290 -6%
IGGA
943
Iron Gate Global Advisors
Utah
$529K -$57.6K -486 -12%
SIM
944
Sonora Investment Management
Arizona
$529K -$36.9K -311 -7%
PA
945
Parallel Advisors
California
$529K +$20.4K +172 +4%
MGIA
946
Moneta Group Investment Advisors
Missouri
$529K +$60.6K +511 +14%
CGL
947
Clarius Group LLC
Washington
$528K -$86.1K -726 -15%
HVIA
948
Hudson Valley Investment Advisors
New York
$525K -$23.7K -200 -5%
CC
949
Chicago Capital
Illinois
$524K
OWIM
950
Old West Investment Management
California
$523K