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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
NQWM
1151
Northwest Quadrant Wealth Management
Oregon
$1.19M -$4.34K -16 -0.4%
SB
1152
Strategic Blueprint
Georgia
$1.19M -$19.8K -73 -2%
TPWA
1153
TRUE Private Wealth Advisors
Oregon
$1.19M +$37.2K +137 +3%
CWS
1154
Confluence Wealth Services
Pennsylvania
$1.18M +$44.8K +165 +4%
CAMG
1155
CWA Asset Management Group
Florida
$1.18M +$103K +381 +10%
SIA
1156
Sit Investment Associates
Minnesota
$1.17M – – –
RF
1157
Rollins Financial
Georgia
$1.17M +$179K +658 +18%
CWP
1158
Capital Wealth Planning
Florida
$1.17M -$35K -129 -3%
WDC
1159
Woodward Diversified Capital
California
$1.17M +$70K +258 +6%
FCA
1160
FinTrust Capital Advisors
South Carolina
$1.17M -$8.95K -33 -0.8%
VC
1161
Veracity Capital
Georgia
$1.17M +$1.16M +4,276 New
WR
1162
WD Rutherford
Oregon
$1.16M -$148K -544 -11%
IAS
1163
Insigneo Advisory Services
Florida
$1.16M +$107K +396 +10%
SFFS
1164
Stonehage Fleming Financial Services
Jersey
$1.16M – – –
IGGA
1165
Iron Gate Global Advisors
Utah
$1.16M +$814 +3 +0.1%
CFP
1166
Catalyst Financial Partners
Massachusetts
$1.16M +$97.4K +359 +9%
WAM
1167
Werlinich Asset Management
Connecticut
$1.15M +$15.2K +56 +1%
BJL
1168
Brighton Jones LLC
Washington
$1.15M +$198K +730 +21%
BHIA
1169
Birch Hill Investment Advisors
Massachusetts
$1.15M – – –
SC
1170
Solstein Capital
California
$1.15M – – –
LF
1171
Lantz Financial
Illinois
$1.15M +$40.1K +148 +4%
PGAM
1172
Princeton Global Asset Management
New Jersey
$1.14M -$54.3K -200 -5%
FHB
1173
First Hawaiian Bank
Hawaii
$1.14M -$52.6K -194 -4%
CIAS
1174
Capital Investment Advisory Services
North Carolina
$1.14M +$123K +453 +12%
STA
1175
Summit Trail Advisors
New York
$1.14M +$77.3K +285 +7%
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