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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
WCWM
1301
Willow Creek Wealth Management
California
$562K
PWM
1302
Perigon Wealth Management
California
$562K +$77.1K +366 +13%
GWM
1303
Gray Wealth Management
Maine
$561K
FFG
1304
Fortem Financial Group
California
$560K -$122K -579 -16%
SFP
1305
Sweet Financial Partners
Minnesota
$560K -$2.32K -11 -0.4%
Capstone Investment Advisors
1306
Capstone Investment Advisors
New York
$557K -$1.77M -8,422 -73%
WE
1307
Wealth Effects
Massachusetts
$555K +$53.9K +256 +9%
Wealth Enhancement Advisory Services
1308
Wealth Enhancement Advisory Services
Minnesota
$554K -$5.92M -28,104 -90%
Vanguard Capital Wealth Advisors
1309
Vanguard Capital Wealth Advisors
Colorado
$554K -$51.6K -245 -7%
CFA
1310
Capstone Financial Advisors
Illinois
$554K +$87.5K +415 +15%
FFS
1311
Founders Financial Securities
Maryland
$552K +$83.5K +396 +15%
NSB
1312
Norway Savings Bank
Maine
$550K +$163K +773 +34%
CCFM
1313
Clear Creek Financial Management
Washington
$549K +$52.1K +247 +9%
RPC
1314
Rossmore Private Capital
Connecticut
$549K +$80.1K +380 +14%
CWM
1315
Cornerstone Wealth Management
Missouri
$548K +$120K +570 +23%
APG
1316
Abacus Planning Group
South Carolina
$546K -$843 -4 -0.1%
CHJWM
1317
Carlton Hofferkamp & Jenks Wealth Management
Texas
$546K +$50.8K +241 +9%
DI
1318
Diligent Investors
California
$542K -$2.74K -13 -0.4%
GM
1319
GeoWealth Management
Illinois
$537K -$17.3K -82 -3%
SACTSONJ
1320
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$536K
NB
1321
Nicolet Bankshares
Wisconsin
$536K +$23.2K +110 +4%
CT
1322
Chicago Trust
Illinois
$536K +$154K +730 +32%
KIG
1323
Kowal Investment Group
Wisconsin
$534K +$192K +910 +44%
CGH
1324
CMG Global Holdings
Texas
$531K -$41.1K -195 -6%
KFS
1325
Kurt F. Somerville
$530K -$42.1K -200 -6%