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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
1126
HCR Wealth Advisors
California
$2.44M +$427K +1,000 +25%
BAM
1127
Bell Asset Management
Australia
$2.44M -$2.87M -6,716 -57%
C
1128
Certuity
Florida
$2.43M -$129K -301 -6%
CWM
1129
Connecticut Wealth Management
Connecticut
$2.43M -$70.4K -165 -3%
XF
1130
XML Financial
Maryland
$2.41M +$217K +509 +11%
JSW
1131
Journey Strategic Wealth
New Jersey
$2.41M -$41.4K -97 -2%
NAS
1132
Nicolet Advisory Services
Wisconsin
$2.4M +$19.2K +45 +0.9%
NCGI
1133
Next Century Growth Investors
Minnesota
$2.4M +$11.5K +27 +0.5%
BFA
1134
Benedict Financial Advisors
Georgia
$2.39M -$65.7K -154 -3%
WFM
1135
Wolff Financial Management
Michigan
$2.39M – – –
CIA
1136
Cladis Investment Advisory
Montana
$2.39M – – –
PCA
1137
Pallas Capital Advisors
Massachusetts
$2.38M -$58.9K -138 -3%
GIM
1138
Guardian Investment Management
California
$2.38M – – –
AB
1139
Atlas Brown
Kentucky
$2.38M -$56.4K -132 -3%
HTC
1140
Haverford Trust Company
Pennsylvania
$2.38M -$5.98K -14 -0.3%
LRPA
1141
L. Roy Papp & Associates
Arizona
$2.38M – – –
WA
1142
WBH Advisory
Maryland
$2.38M – – –
OWM
1143
Opes Wealth Management
California
$2.38M +$11.5K +27 +0.5%
BA
1144
Bellwether Advisors
Nebraska
$2.37M +$2.06M +4,828 +3,449%
WIC
1145
Woodmont Investment Counsel
Tennessee
$2.36M +$15.8K +37 +0.8%
EWA
1146
Exencial Wealth Advisors
Oklahoma
$2.35M +$22.2K +52 +1%
WHG
1147
Westwood Holdings Group
Texas
$2.35M -$808K -1,893 -28%
DBIA
1148
Dumont & Blake Investment Advisors
New Jersey
$2.34M -$17.1K -40 -0.8%
BTD
1149
BankPlus Trust Department
Mississippi
$2.33M -$564K -1,320 -21%
PWAM
1150
Pinnacle West Asset Management
Wyoming
$2.33M +$6.83K +16 +0.3%