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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
1376
Traphagen Investment Advisors
New Jersey
$1.26M -$12.4K -36 -1%
AAM
1377
Auxier Asset Management
Oregon
$1.26M – – –
APC
1378
Aspire Private Capital
North Carolina
$1.26M +$20K +58 +2%
ECG
1379
Edge Capital Group
Georgia
$1.26M -$16.9K -49 -1%
PCMC
1380
Planning Capital Management Corporation
Pennsylvania
$1.26M +$622K +1,801 +127%
AC
1381
Avestar Capital
New York
$1.26M +$77.7K +225 +8%
IF
1382
Intrua Financial
Texas
$1.26M -$152K -441 -12%
PCG
1383
Prosperity Consulting Group
Maryland
$1.26M -$991K -2,870 -47%
EDRH
1384
Edmond de Rothschild Holding
Switzerland
$1.25M -$1.07M -3,086 -49%
HCM
1385
Howard Capital Management
Georgia
$1.25M +$1.1M +3,199 New
PWA
1386
Provenance Wealth Advisors
Florida
$1.25M +$18.3K +53 +2%
GC
1387
Grimes & Company
Massachusetts
$1.25M +$5.53K +16 +0.5%
SI
1388
Saxon Interests
Texas
$1.25M +$22.8K +66 +2%
HBW
1389
Hazlett, Burt & Watson
West Virginia
$1.24M +$36.3K +105 +3%
TAM
1390
Taurus Asset Management
New York
$1.24M – – –
MWA
1391
Monograph Wealth Advisors
California
$1.23M – – –
SAM
1392
SignalPoint Asset Management
Missouri
$1.23M -$4.14K -12 -0.4%
MFG
1393
Magnus Financial Group
New York
$1.23M +$26.2K +76 +2%
APA
1394
Astoria Portfolio Advisors
New York
$1.23M +$107K +309 +11%
AIC
1395
Argus Investors Counsel
New York
$1.23M -$207K -600 -16%
KA
1396
KLCM Advisors
Wisconsin
$1.23M +$69.1K +200 +7%
RIA
1397
Regal Investment Advisors
Michigan
$1.23M -$150K -435 -12%
MFG
1398
Menard Financial Group
Texas
$1.23M +$7.6K +22 +0.7%
GM
1399
GeoWealth Management
Illinois
$1.22M -$107K -309 -9%
GG
1400
Gleason Group
Kentucky
$1.22M -$21.4K -62 -2%
54 55
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