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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
WA
1276
Waverly Advisors
Alabama
$740K +$19.7K +94 +3%
FCFS
1277
First Command Financial Services
Texas
$739K +$9.02K +43 +1%
FCB
1278
First Command Bank
Texas
$739K +$48.9K +233 +8%
CHA
1279
Carmichael Hill & Associates
Maryland
$737K -$26.2K -125 -4%
CAM
1280
Cozad Asset Management
Illinois
$737K +$165K +788 +31%
JAG
1281
Journey Advisory Group
Kentucky
$736K +$38.6K +184 +6%
QTM
1282
qPULA Trading Management
New York
$735K +$324K +1,547 +88%
ITIM
1283
Indiana Trust & Investment Management
Indiana
$734K -$21K -100 -3%
AP
1284
Atwood & Palmer
Missouri
$732K
KWMG
1285
King Wealth Management Group
Florida
$729K +$419 +2 +0.1%
CPA
1286
Cardiff Park Advisors
California
$728K +$17.6K +84 +3%
IIC
1287
Ironwood Investment Counsel
Arizona
$727K -$1.26K -6 -0.2%
XF
1288
XML Financial
Maryland
$724K +$22.4K +107 +3%
CB
1289
CNB Bank
Pennsylvania
$723K +$58.7K +280 +9%
SFS
1290
Security Financial Services
Indiana
$719K -$34.8K -166 -5%
AC
1291
Applied Capital
Arkansas
$718K -$31.5K -150 -4%
RF
1292
Rollins Financial
Georgia
$718K -$4.61K -22 -0.7%
HBW
1293
Hazlett, Burt & Watson
West Virginia
$709K +$668K +3,184 New
CGH
1294
CMG Global Holdings
Texas
$706K
PFA
1295
Pathway Financial Advisors
Vermont
$705K -$21K -100 -3%
KFS
1296
Kurt F. Somerville
$705K +$11.5K +55 +2%
DG
1297
DMC Group
Alabama
$704K -$103K -491 -13%
FMN
1298
Financial Management Network
California
$702K +$629 +3 +0.1%
AIC
1299
Archer Investment Corporation
Indiana
$701K
WCWM
1300
Willow Creek Wealth Management
California
$700K