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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1126
Accurate Wealth Management
Florida
$1.67M -$188K -541 -10%
SP
1127
Symmetry Partners
Connecticut
$1.67M -$357K -1,029 -17%
GC
1128
Garde Capital
Washington
$1.67M -$19.1K -55 -1%
DFA
1129
DHJJ Financial Advisors
Illinois
$1.67M +$2.77K +8 +0.2%
SCM
1130
SOL Capital Management
Maryland
$1.67M -$46.8K -135 -3%
CV
1131
Counterweight Ventures
North Carolina
$1.66M +$89.5K +258 +5%
GFS
1132
GYL Financial Synergies
Connecticut
$1.66M -$174K -503 -9%
OWM
1133
Opes Wealth Management
California
$1.66M +$693 +2 +0%
PCM
1134
Princeton Capital Management
New Jersey
$1.66M -$22.9K -66 -1%
HI
1135
Horizon Investments
North Carolina
$1.65M -$81.1K -234 -4%
HG
1136
Harbor Group
New Hampshire
$1.65M +$1.72M +4,956 New
AWA
1137
Aaron Wealth Advisors
Illinois
$1.65M +$76.6K +221 +5%
SWA
1138
Stratos Wealth Advisors
Ohio
$1.64M +$328K +945 +24%
EB
1139
Emprise Bank
Kansas
$1.63M -$7.97K -23 -0.5%
TNBTD
1140
Trustmark National Bank Trust Department
Mississippi
$1.63M +$167K +483 +11%
IFWM
1141
Institute for Wealth Management
Colorado
$1.63M +$47.5K +137 +3%
DLA
1142
Douglas Lane & Associates
New York
$1.62M -$3.47K -10 -0.2%
SFG
1143
SevenBridge Financial Group
Pennsylvania
$1.62M – – –
EIA
1144
Eldridge Investment Advisors
New Hampshire
$1.62M +$46.1K +133 +3%
HFA
1145
High Falls Advisors
New York
$1.62M +$130K +374 +8%
RIM
1146
Redwood Investment Management
Arizona
$1.62M +$46.8K +135 +3%
DAM
1147
Diamant Asset Management
Connecticut
$1.62M – – –
CIAS
1148
Capital Investment Advisory Services
North Carolina
$1.62M +$27.4K +79 +2%
PWAM
1149
Pinnacle West Asset Management
Wyoming
$1.62M -$8.67K -25 -0.5%
ISL
1150
Ingalls & Snyder LLC
New York
$1.61M +$69.3K +200 +4%
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