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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
BIP
1301
Blueprint Investment Partners
North Carolina
$752K +$684K +3,140 New
CPA
1302
Cardiff Park Advisors
California
$752K +$2.4K +11 +0.4%
SFP
1303
Sweet Financial Partners
Minnesota
$750K – – –
CWM
1304
CCG Wealth Management
California
$748K – – –
Vanguard Capital Wealth Advisors
1305
Vanguard Capital Wealth Advisors
Colorado
$746K +$1.09K +5 +0.2%
FHC
1306
First Heartland Consultants
Missouri
$744K -$3.7K -17 -0.5%
CAMG
1307
CWA Asset Management Group
Florida
$743K +$27K +124 +4%
WTA
1308
Washington Trust Advisors
Massachusetts
$743K -$50.5K -232 -7%
NL
1309
NVWM LLC
Pennsylvania
$742K +$544K +2,498 +416%
CWA
1310
Clarus Wealth Advisors
Arizona
$741K +$163K +749 +34%
HWA
1311
HHM Wealth Advisors
Tennessee
$741K -$10.9K -50 -2%
GWM
1312
Gray Wealth Management
Maine
$739K -$11.5K -53 -2%
KFS
1313
Kaizen Financial Strategies
California
$734K -$152K -699 -20%
AIC
1314
Archer Investment Corporation
Indiana
$732K -$46.6K -214 -7%
AIA
1315
Alera Investment Advisors
Illinois
$732K +$256K +1,177 +63%
CW
1316
CreativeOne Wealth
Kansas
$729K -$118K -543 -15%
TIA
1317
Tiemann Investment Advisors
California
$727K +$29.4K +135 +5%
TYCC
1318
Texas Yale Capital Corp
Florida
$720K -$3.27K -15 -0.5%
PG
1319
Prostatis Group
Maryland
$719K +$654K +3,002 New
SACTSONJ
1320
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$719K – – –
CGH
1321
CMG Global Holdings
Texas
$717K – – –
CT
1322
Chicago Trust
Illinois
$715K -$3.05K -14 -0.5%
HWA
1323
HCR Wealth Advisors
California
$714K +$29.2K +134 +5%
FMN
1324
Financial Management Network
California
$713K +$653 +3 +0.1%
IWA
1325
Intercontinental Wealth Advisors
Texas
$713K +$6.97K +32 +1%