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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
AIL
1451
AGF Investments LLC
Ontario, Canada
$26K +$8.53K +54 +42%
BWM
1452
Baystate Wealth Management
Massachusetts
$25K -$11.8K -75 -31%
BCP
1453
Blackhawk Capital Partners
Wisconsin
$25K -$9.47K -60 -26%
LFA
1454
Legacy Financial Advisors
Kentucky
$24K -$269K -1,701 -91%
VEA
1455
Virtus ETF Advisers
New York
$24K +$12.6K +80 +100%
ATFA
1456
All Terrain Financial Advisors
Minnesota
$24K +$25.4K +161 New
DWM
1457
Destination Wealth Management
California
$23K +$24.6K +156 New
MCA
1458
Mercer Capital Advisers
New Jersey
$22K
TC
1459
Trilogy Capital
California
$22K +$23.7K +150 New
OBWP
1460
O'Brien Wealth Partners
Massachusetts
$21K +$22.9K +145 New
FC
1461
FCA Corp
Texas
$21K +$1.89M +12,000 New
PW
1462
Price Wealth
Texas
$20K -$21K -133 -50%
FPB
1463
First PREMIER Bank
South Dakota
$18K
LGWM
1464
Litman Gregory Wealth Management
California
$18K +$19.7K +125 New
GWS
1465
Glassman Wealth Services
Virginia
$17K +$632 +4 +4%
PFO
1466
Pathstone Family Office
New Jersey
$17K +$632 +4 +4%
CHP
1467
Cable Hill Partners
Oregon
$17K +$5.37K +34 +39%
EWM
1468
Elmwood Wealth Management
California
$16.2K +$17.4K +110 New
SWMG
1469
Signature Wealth Management Group
Georgia
$16K -$1.9K -12 -10%
RA
1470
Rational Advisors
New York
$15K -$760K -4,815 -98%
1832 Asset Management
1471
1832 Asset Management
Ontario, Canada
$15K
BC
1472
Bartlett & Co
Ohio
$15K
HRC
1473
Hoertkorn Richard Charles
$15K
BCWM
1474
Bartlett & Co Wealth Management
Ohio
$14.7K +$15.8K +100 New
PO
1475
Private Ocean
California
$14K -$20.5K -130 -56%