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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
WP
1226
Wealthspan Partners
Iowa
$1.41M +$256K +738 +21%
WEG
1227
World Equity Group
Illinois
$1.41M -$1.39M -4,001 -49%
BP
1228
BNP Paribas
France
$1.41M -$359K -1,036 -20%
TCWM
1229
Total Clarity Wealth Management
Illinois
$1.41M -$86.3K -249 -6%
KIG
1230
Kowal Investment Group
Wisconsin
$1.41M +$4.51K +13 +0.3%
CPA
1231
Cardiff Park Advisors
California
$1.41M +$4.51K +13 +0.3%
SC
1232
Solstein Capital
California
$1.4M – – –
FIM
1233
Freedom Investment Management
Connecticut
$1.4M +$169K +487 +13%
WR
1234
WD Rutherford
Oregon
$1.4M +$21.2K +61 +1%
BP
1235
BBR Partners
New York
$1.4M +$19.8K +57 +1%
FSA
1236
Fort Sheridan Advisors
Illinois
$1.39M +$462K +1,332 +47%
RFP
1237
Root Financial Partners
California
$1.39M +$1.45M +4,182 New
LF
1238
Lantz Financial
Illinois
$1.39M +$40.2K +116 +3%
AAM
1239
Aureus Asset Management
Massachusetts
$1.39M -$119K -344 -8%
ACG
1240
Allen Capital Group
Nebraska
$1.39M -$137K -395 -9%
First Manhattan
1241
First Manhattan
New York
$1.39M +$10.4K +30 +0.7%
DIM
1242
Delta Investment Management
California
$1.38M -$36.1K -104 -2%
BAM
1243
Byrne Asset Management
New Jersey
$1.38M -$25.3K -73 -2%
SAA
1244
Southeast Asset Advisors
Georgia
$1.38M +$1.73K +5 +0.1%
ST
1245
Smithfield Trust
Pennsylvania
$1.38M – – –
WAM
1246
Werlinich Asset Management
Connecticut
$1.38M – – –
HFM
1247
Harvest Fund Management
China
$1.38M -$881K -2,542 -38%
SWM
1248
Silverlake Wealth Management
Vermont
$1.37M -$168K -484 -10%
EWA
1249
EverSource Wealth Advisors
Alabama
$1.37M -$33.3K -96 -2%
AA
1250
Advisory Alpha
Michigan
$1.36M +$206K +595 +17%