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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
1626
SSI Investment Management
California
$264K +$913 +5 +0.3%
BIA
1627
Bigelow Investment Advisors
Maine
$264K +$51K +279 +21%
CPSAC
1628
Chas P. Smith & Associates (CPS)
Florida
$263K -$26.3K -144 -8%
ICM
1629
IMS Capital Management
Oregon
$263K – – –
PWM
1630
PBMares Wealth Management
Virginia
$263K – – –
PWP
1631
Pursue Wealth Partners
California
$263K – – –
IIM
1632
Ironwood Investment Management
Massachusetts
$262K – – –
WMG
1633
WESCAP Management Group
California
$262K – – –
WA
1634
WealthTrust Axiom
Pennsylvania
$262K +$183 +1 +0.1%
SWMG
1635
Sanchez Wealth Management Group
Florida
$262K +$1.83K +10 +0.6%
TVAMP
1636
Tennessee Valley Asset Management Partners
Tennessee
$261K +$1.28K +7 +0.4%
ACA
1637
Affinity Capital Advisors
California
$260K -$913 -5 -0.3%
BWA
1638
BDO Wealth Advisors
Florida
$260K – – –
BCMLT
1639
Beacon Capital Management LLC (Tennessee)
Tennessee
$260K +$27.2K +149 +11%
CCMD
1640
Cypress Capital Management (Delaware)
Delaware
$259K – – –
JE
1641
JMAC Enterprises
Pennsylvania
$259K +$10.8K +59 +4%
SAS
1642
Sanford Advisory Services
Michigan
$258K – – –
HFM
1643
Harvest Fund Management
China
$257K -$101K -555 -26%
OA
1644
Operose Advisors
Wisconsin
$257K +$1.28K +7 +0.4%
PP
1645
PDS Planning
Ohio
$256K -$183 -1 -0.1%
ASC
1646
Atalanta Sosnoff Capital
New York
$256K +$2.74K +15 +1%
DA
1647
Doliver Advisors
Texas
$255K +$284K +1,553 New
PL
1648
Plancorp LLC
Missouri
$254K -$6.58K -36 -2%
AC
1649
Addison Capital
Pennsylvania
$254K +$1.83K +10 +0.7%
COCM
1650
Charter Oak Capital Management
New Hampshire
$253K -$3.1K -17 -1%