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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WR
1076
WD Rutherford
Oregon
$1.18M -$12.3K -55 -1%
TLA
1077
Tanglewood Legacy Advisors
Texas
$1.18M – – –
PWSG
1078
Pacific Wealth Strategies Group
California
$1.18M +$56.6K +254 +6%
CIA
1079
Choate Investment Advisors
Massachusetts
$1.18M +$80.3K +360 +8%
SW
1080
Solidarity Wealth
Utah
$1.17M +$1.06M +4,774 New
EIA
1081
Eldridge Investment Advisors
New Hampshire
$1.17M – – –
DAM
1082
Diamant Asset Management
Connecticut
$1.17M -$9.36K -42 -0.9%
CRIG
1083
Charter Research & Investment Group
Connecticut
$1.16M – – –
ISL
1084
Ingalls & Snyder LLC
New York
$1.16M -$1.11K -5 -0.1%
BG
1085
Bahl & Gaynor
Ohio
$1.16M +$21.2K +95 +2%
BCWM
1086
Bartlett & Co Wealth Management
Ohio
$1.16M +$483K +2,167 +86%
BC
1087
Bartlett & Co
Ohio
$1.16M +$483K +2,167 +86%
WFS
1088
Widmann Financial Services
Maryland
$1.16M -$8.92K -40 -0.8%
PP
1089
Patten & Patten
Tennessee
$1.15M +$200K +897 +24%
GLA
1090
Good Life Advisors
Pennsylvania
$1.15M -$4.01K -18 -0.4%
CA
1091
Continuum Advisory
Idaho
$1.15M -$4.01K -18 -0.4%
EP
1092
Eudaimonia Partners
Tennessee
$1.15M -$156K -699 -13%
LHC
1093
Little House Capital
Massachusetts
$1.15M +$4.24K +19 +0.4%
AWM
1094
Accurate Wealth Management
Florida
$1.15M +$85.6K +384 +9%
IIM
1095
InTrack Investment Management
Vermont
$1.15M +$1.04M +4,655 New
EB
1096
Eastern Bank
Massachusetts
$1.14M -$11.1K -50 -1%
BAM
1097
Byrne Asset Management
New Jersey
$1.14M +$18.7K +84 +2%
PAM
1098
Private Asset Management
California
$1.14M -$182K -817 -15%
OWM
1099
Opes Wealth Management
California
$1.14M +$483K +2,166 +88%
EGM
1100
Engineers Gate Manager
New York
$1.14M +$10.7K +48 +1%
42 43
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