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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
1476
Holloway Wealth Management
Florida
$13K
JA
1477
JOYN Advisors
Georgia
$13K +$13.6K +86 New
FCMT
1478
Founders Capital Management (Texas)
Texas
$12K
Rockefeller Capital Management
1479
Rockefeller Capital Management
New York
$12K +$12.6K +80 New
SCA
1480
Stuart Chaussee & Associates
California
$11K -$11.8K -75 -50%
RAM
1481
Riggs Asset Management
Pennsylvania
$11K
PS
1482
Portfolio Strategies
New York
$11K +$158 +1 +1%
PCFFS
1483
Pacific Center for Financial Services
California
$10K
WCM
1484
Wealthcare Capital Management
Virginia
$10K +$10.3K +65 New
LWA
1485
Lowe Wealth Advisors
Maryland
$8K
MFT
1486
Moisand Fitzgerald Tamayo
Florida
$8K
PRS
1487
Pinkerton Retirement Specialists
Idaho
$8K +$6.47K +41 +410%
RWM
1488
Raffa Wealth Management
District of Columbia
$7.37K +$7.89K +50 New
SIA
1489
SeaBridge Investment Advisors
New Jersey
$7K
VDFA
1490
Vickerman & Driscoll Financial Advisors
Washington
$7K
ECM
1491
Exchange Capital Management
Michigan
$7K +$7.89K +50 New
OPWM
1492
Oak Point Wealth Management
Michigan
$6K -$9.47K -60 -60%
AW
1493
Alpha Windward
Massachusetts
$6K
OSAM
1494
O'Shaughnessy Asset Management
Connecticut
$6K +$5.37K +34 +850%
SQA
1495
Simon Quick Advisors
New Jersey
$4K -$102K -645 -96%
MSA
1496
Marino Stram & Associates
Massachusetts
$4K
MPPLM
1497
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4K
GWA
1498
Guidant Wealth Advisors
Illinois
$4K +$1.26K +8 +31%
FBT
1499
First Bank & Trust
South Dakota
$4K +$4.26K +27 New
RWG
1500
Regal Wealth Group
California
$3K