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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
EHWM
1026
Eads & Heald Wealth Management
Georgia
$2.05M -$83.4K -234 -4%
DLCIG
1027
D.L. Carlson Investment Group
New Hampshire
$2.05M -$282K -792 -11%
WCM
1028
Weaver Capital Management
Georgia
$2.05M -$937K -2,630 -30%
VPF
1029
Vantage Point Financial
Illinois
$2.03M +$32.8K +92 +2%
KMWM
1030
Keudell/Morrison Wealth Management
Oregon
$2.03M +$63.8K +179 +3%
MWM
1031
Massachusetts Wealth Management
Massachusetts
$2.03M -$110K -310 -5%
ATWA
1032
Arbor Trust Wealth Advisors
Michigan
$2.02M -$138K -387 -6%
FCA
1033
FLC Capital Advisors
California
$2.02M -$46.7K -131 -2%
PWMAG
1034
Pinnacle Wealth Management Advisory Group
New Jersey
$2.02M +$171K +480 +8%
NW
1035
NewEdge Wealth
Pennsylvania
$2.02M -$101K -284 -4%
VF
1036
Virtu Financial
New York
$2.02M -$2.87M -8,070 -57%
PI
1037
PFG Investments
New York
$2.02M +$86.6K +243 +4%
OAM
1038
Oak Asset Management
California
$2.02M – – –
CIA
1039
Cascade Investment Advisors
Oregon
$2.02M +$1.78K +5 +0.1%
HWA
1040
HHM Wealth Advisors
Tennessee
$2.01M +$44.5K +125 +2%
WIM
1041
WealthPlan Investment Management
Nebraska
$2.01M – – –
OPCM
1042
Osborne Partners Capital Management
California
$2.01M +$18.9K +53 +0.9%
RWA
1043
River Wealth Advisors
Pennsylvania
$2.01M -$59.1K -166 -3%
SW
1044
Solidarity Wealth
Utah
$2M +$2.16M +6,074 New
CWM
1045
Cordatus Wealth Management
Pennsylvania
$2M +$1.72M +4,837 +392%
MA
1046
MONECO Advisors
Connecticut
$2M +$356 +1 +0%
BFO
1047
Biltmore Family Office
North Carolina
$1.99M – – –
WBCM
1048
Wilson & Boucher Capital Management
California
$1.99M -$44.5K -125 -2%
ESB
1049
Essex Savings Bank
Connecticut
$1.99M -$35.6K -100 -2%
DWM
1050
Drive Wealth Management
Utah
$1.99M +$1.13M +3,168 +111%
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