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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TLA
1076
Tanglewood Legacy Advisors
Texas
$1.18M – – –
PWSG
1077
Pacific Wealth Strategies Group
California
$1.18M +$56.6K +254 +6%
CIA
1078
Choate Investment Advisors
Massachusetts
$1.18M +$80.3K +360 +8%
SW
1079
Solidarity Wealth
Utah
$1.17M +$1.06M +4,774 New
EIA
1080
Eldridge Investment Advisors
New Hampshire
$1.17M – – –
DAM
1081
Diamant Asset Management
Connecticut
$1.17M -$9.36K -42 -0.9%
CRIG
1082
Charter Research & Investment Group
Connecticut
$1.16M – – –
ISL
1083
Ingalls & Snyder LLC
New York
$1.16M -$1.11K -5 -0.1%
BG
1084
Bahl & Gaynor
Ohio
$1.16M +$21.2K +95 +2%
BCWM
1085
Bartlett & Co Wealth Management
Ohio
$1.16M +$483K +2,167 +86%
BC
1086
Bartlett & Co
Ohio
$1.16M +$483K +2,167 +86%
WFS
1087
Widmann Financial Services
Maryland
$1.16M -$8.92K -40 -0.8%
PP
1088
Patten & Patten
Tennessee
$1.15M +$200K +897 +24%
GLA
1089
Good Life Advisors
Pennsylvania
$1.15M -$4.01K -18 -0.4%
CA
1090
Continuum Advisory
Idaho
$1.15M -$4.01K -18 -0.4%
EP
1091
Eudaimonia Partners
Tennessee
$1.15M -$156K -699 -13%
LHC
1092
Little House Capital
Massachusetts
$1.15M +$4.24K +19 +0.4%
AWM
1093
Accurate Wealth Management
Florida
$1.15M +$85.6K +384 +9%
IIM
1094
InTrack Investment Management
Vermont
$1.15M +$1.04M +4,655 New
EB
1095
Eastern Bank
Massachusetts
$1.14M -$11.1K -50 -1%
BAM
1096
Byrne Asset Management
New Jersey
$1.14M +$18.7K +84 +2%
PAM
1097
Private Asset Management
California
$1.14M -$182K -817 -15%
OWM
1098
Opes Wealth Management
California
$1.14M +$483K +2,166 +88%
EGM
1099
Engineers Gate Manager
New York
$1.14M +$10.7K +48 +1%
NFG
1100
Nations Financial Group
Iowa
$1.14M -$71.1K -319 -6%
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