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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
WDA
1401
Wendell David Associates
New Hampshire
$232K +$218K +1,553 New
IC
1402
Inscription Capital
Texas
$232K +$218K +1,555 New
IIC
1403
Integrated Investment Consultants
Michigan
$231K +$218K +1,549 New
RSVP
1404
Ramsay Stattman Vela & Price
Colorado
$231K +$218K +1,550 New
WF
1405
WoodTrust Financial
Wisconsin
$231K +$218K +1,550 New
ICM
1406
IMS Capital Management
Oregon
$230K -$197K -1,400 -48%
WCM
1407
WealthBridge Capital Management
Ohio
$230K -$14K -100 -6%
DWM
1408
Doyle Wealth Management
Florida
$230K +$217K +1,544 New
HCP
1409
Hexagon Capital Partners
Arkansas
$229K +$198K +1,406 New
TF
1410
Tompkins Financial
New York
$228K
PCP
1411
Proficio Capital Partners
Massachusetts
$228K +$215K +1,530 New
SWMG
1412
Sanchez Wealth Management Group
Florida
$228K +$215K +1,530 New
TFS
1413
Thoroughbred Financial Services
Tennessee
$228K +$216K +1,535 New
SWM
1414
Sugarloaf Wealth Management
Georgia
$227K +$140 +1 +0.1%
Cohen & Steers
1415
Cohen & Steers
New York
$227K +$68.6K +488 +47%
CA
1416
Cornerstone Advisory
Maryland
$226K +$213K +1,517 New
LBD
1417
Landsberg Bennett & Dubbaneh
Florida
$226K +$215K +1,533 New
SFP
1418
Shepherd Financial Partners
Massachusetts
$225K -$34.1K -243 -14%
RWB
1419
RMR Wealth Builders
New Jersey
$224K +$162K +1,156 +331%
CCM
1420
Chickasaw Capital Management
Tennessee
$224K +$211K +1,500 New
LWM
1421
Lyell Wealth Management
California
$224K +$211K +1,500 New
NCM
1422
Novare Capital Management
North Carolina
$224K +$211K +1,500 New
RC
1423
RBO & Co
California
$224K +$211K +1,500 New
PWM
1424
Perigon Wealth Management
California
$224K +$211K +1,502 New
IFG
1425
Independent Financial Group
California
$223K -$51.4K -366 -20%