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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
1001
Realta Investment Advisors
Delaware
$1.27M +$233K +1,109 +24%
SCM
1002
Schnieders Capital Management
California
$1.26M +$71.1K +339 +6%
KA
1003
Kovack Advisors
Florida
$1.26M +$158K +751 +15%
PIM
1004
Penobscot Investment Management
Massachusetts
$1.26M – – –
TWP
1005
Tempus Wealth Planning
California
$1.26M +$72.6K +346 +7%
FANJ
1006
Financial Architects (New Jersey)
New Jersey
$1.26M +$195K +930 +20%
CIP
1007
Convergence Investment Partners
Florida
$1.26M +$5.03K +24 +0.4%
TA
1008
TKG Advisors
Indiana
$1.25M +$225K +1,075 +24%
FFA
1009
First Foundation Advisors
California
$1.25M -$126K -601 -10%
LWAC
1010
Laurel Wealth Advisors (California)
California
$1.25M -$424K -2,023 -27%
DJSG
1011
D.J. St. Germain
Massachusetts
$1.24M +$17.2K +82 +1%
SFFS
1012
Stonehage Fleming Financial Services
Jersey
$1.24M +$308K +1,470 +36%
HI
1013
Hoey Investments
Pennsylvania
$1.24M +$235K +1,122 +25%
CGL
1014
Clarius Group LLC
Washington
$1.24M – – –
ACWM
1015
Adams Chetwood Wealth Management
North Carolina
$1.24M +$3.56K +17 +0.3%
EWA
1016
EP Wealth Advisors
California
$1.24M +$29.4K +140 +3%
HFA
1017
High Falls Advisors
New York
$1.23M +$839 +4 +0.1%
BFG
1018
Barber Financial Group
Kansas
$1.23M -$7.55K -36 -0.7%
CAG
1019
Csenge Advisory Group
Florida
$1.23M +$106K +506 +10%
VST
1020
Van Strum & Towne
California
$1.22M +$26.8K +128 +2%
CIA
1021
Cladis Investment Advisory
Montana
$1.22M +$252K +1,200 +28%
LA
1022
Latitude Advisors
Florida
$1.21M +$565K +2,695 +98%
IFG
1023
Independent Financial Group
California
$1.21M +$2.1K +10 +0.2%
AWM
1024
Apollon Wealth Management
South Carolina
$1.21M -$214K -1,019 -16%
WFM
1025
Wolff Financial Management
Michigan
$1.21M – – –
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