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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
1476
Bartlett & Co Wealth Management
Ohio
$13.6K
MAM
1477
Meeder Asset Management
Ohio
$12.9K -$2.04M -13,682 -99%
HWM
1478
Holloway Wealth Management
Florida
$12K
KIG
1479
Kessler Investment Group
Indiana
$12K
RA
1480
Rational Advisors
New York
$11K -$2.54K -17 -17%
FCMT
1481
Founders Capital Management (Texas)
Texas
$11K
PS
1482
Portfolio Strategies
New York
$11K
QAM
1483
QCI Asset Management
New York
$10K -$34.7K -232 -76%
RAM
1484
Riggs Asset Management
Pennsylvania
$10K
SCA
1485
Stuart Chaussee & Associates
California
$10K
PCFFS
1486
Pacific Center for Financial Services
California
$9K
RCWMU
1487
Rothschild & Co Wealth Management (UK)
United Kingdom
$9K +$9.56K +64 New
CFC
1488
Coyle Financial Counsel
Illinois
$9K +$9.86K +66 New
BAMG
1489
Brand Asset Management Group
Missouri
$9K +$10.5K +70 New
ECM
1490
Exchange Capital Management
Michigan
$7K
LWA
1491
Lowe Wealth Advisors
Maryland
$7K
MFT
1492
Moisand Fitzgerald Tamayo
Florida
$7K
PRS
1493
Pinkerton Retirement Specialists
Idaho
$7K
VDFA
1494
Vickerman & Driscoll Financial Advisors
Washington
$7K
SMG
1495
Spectrum Management Group
Indiana
$7K +$7.47K +50 New
RWM
1496
Raffa Wealth Management
District of Columbia
$6.78K
OSAM
1497
O'Shaughnessy Asset Management
Connecticut
$6K +$897 +6 +16%
CWM
1498
Cedar Wealth Management
California
$6K +$6.13K +41 New
AW
1499
Alpha Windward
Massachusetts
$5K -$747 -5 -13%
PC
1500
Polar Capital
United Kingdom
$4.21K