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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
TI
1551
tru Independence
Oregon
$71K -$341K -2,424 -84%
NFSG
1552
Newbridge Financial Services Group
Florida
$71K +$66.9K +476 New
AW
1553
Avion Wealth
Texas
$69K +$30.9K +220 +89%
AWM
1554
AllSquare Wealth Management
New York
$67K
CWC
1555
Carolinas Wealth Consulting
North Carolina
$67K +$41.3K +294 +187%
VRM
1556
Vectors Research Management
New York
$65K -$12.6K -90 -17%
CFO
1557
CVA Family Office
Colorado
$63K
Capstone Investment Advisors
1558
Capstone Investment Advisors
New York
$61K +$57.2K +407 New
FWM
1559
Filbrandt Wealth Management
Wisconsin
$60K -$18.3K -130 -25%
SFG
1560
Sage Financial Group
Pennsylvania
$60K
ONST
1561
Old North State Trust
North Carolina
$60K +$56.2K +400 New
GWS
1562
Glassman Wealth Services
Virginia
$59K +$20.1K +143 +57%
HWM
1563
HighMark Wealth Management
Minnesota
$58K +$17K +121 +37%
M
1564
MOTCO
Texas
$57K
BWM
1565
BerganKDV Wealth Management
Minnesota
$57K +$1.12K +8 +2%
FMP
1566
Financial Management Professionals
Texas
$57K +$49.9K +355 +1,224%
BWP
1567
Baldwin Wealth Partners
Massachusetts
$56K
HI
1568
Hoey Investments
Pennsylvania
$56K +$52.7K +375 New
WAM
1569
Wolverine Asset Management
Illinois
$54K -$228K -1,626 -82%
BFG
1570
Baron Financial Group
New Jersey
$52.2K +$49.2K +350 New
SC
1571
Steph & Co
Wisconsin
$52K
CA
1572
Centerpoint Advisors
Massachusetts
$51K
DSC
1573
Duncker Streett & Co
Missouri
$51K
APWA
1574
Atlas Private Wealth Advisors
New Jersey
$49K -$19.8K -141 -30%
GFPC
1575
Global Financial Private Client
Florida
$48.6K -$9.69K -69 -17%