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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
PAS
1001
Park Avenue Securities
New York
$1.18M +$88.2K +426 +9%
HA
1002
HYA Advisors
Missouri
$1.18M +$4.14K +20 +0.4%
XWM
1003
Xcel Wealth Management
Florida
$1.18M -$155K -749 -13%
TC
1004
Trust Company
Kansas
$1.17M -$129K -624 -11%
CS
1005
Comerica Securities
Michigan
$1.17M +$132K +637 +14%
GL
1006
Graypoint LLC
New York
$1.17M -$156K -754 -13%
FF
1007
FourThought Financial
Florida
$1.17M
HPC
1008
HM Payson & Co
Maine
$1.16M +$21.1K +102 +2%
NA
1009
Navellier & Associates
Nevada
$1.16M -$41.4K -200 -4%
QFA
1010
Quattro Financial Advisors
Texas
$1.16M +$1.04M +5,000 New
LWAM
1011
Legacy Wealth Asset Management
Minnesota
$1.15M +$828 +4 +0.1%
IFG
1012
Independent Financial Group
California
$1.15M +$308K +1,490 +43%
RWA
1013
River Wealth Advisors
Pennsylvania
$1.14M -$4.97K -24 -0.5%
WC
1014
Woodstock Corp
Massachusetts
$1.14M
HCA
1015
Heck Capital Advisors
Wisconsin
$1.14M -$16.4K -79 -2%
CPO
1016
Cerity Partners OCIO
New York
$1.14M +$196K +946 +24%
CAG
1017
Csenge Advisory Group
Florida
$1.14M -$73.3K -354 -7%
CBT
1018
CoreFirst Bank & Trust
Kansas
$1.13M -$207 -1 -0%
MGIA
1019
Moneta Group Investment Advisors
Missouri
$1.13M +$367K +1,772 +57%
NQWM
1020
Northwest Quadrant Wealth Management
Oregon
$1.13M -$13.9K -67 -1%
FFA
1021
First Foundation Advisors
California
$1.12M -$241K -1,162 -19%
FAM
1022
Flaharty Asset Management
Florida
$1.12M +$186K +900 +23%
SSI
1023
Scott & Selber Inc
Texas
$1.11M +$996K +4,809 New
ZB
1024
Zions Bancorporation
Utah
$1.11M -$2.69K -13 -0.3%
JWCA
1025
J.W. Coons Advisors
Ohio
$1.11M +$9.94K +48 +1%