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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
FCAS
1626
First Command Advisory Services
Texas
$1.52M -$113K -204 -7%
RBA
1627
Richard Bernstein Advisors
New York
$1.51M -$1.58M -2,840 -52%
EBWM
1628
Eagle Bluffs Wealth Management
Missouri
$1.51M +$13.3K +24 +0.9%
KFS
1629
Kurt F. Somerville
$1.51M
WDL
1630
Well Done LLC
Michigan
$1.51M -$80.6K -145 -5%
YIM
1631
Yoffe Investment Management
Pennsylvania
$1.51M
CAL
1632
Capital Analysts LLC
Pennsylvania
$1.51M +$1.67K +3 +0.1%
BLC
1633
Brown, Lisle/Cummings
Rhode Island
$1.51M +$33.3K +60 +2%
KFC
1634
Klingenstein Fields & Co
New York
$1.5M
CAM
1635
Cypress Asset Management
Texas
$1.5M -$5.56K -10 -0.4%
PAA
1636
Peregrine Asset Advisers
Oregon
$1.5M -$685K -1,232 -32%
KFI
1637
Key Financial Inc
Pennsylvania
$1.5M -$27.8K -50 -2%
IP
1638
Intellectus Partners
California
$1.5M -$1.6M -2,879 -52%
PCMK
1639
Paragon Capital Management (Kansas)
Kansas
$1.5M +$8.89K +16 +0.6%
SI
1640
Saxon Interests
Texas
$1.49M -$65K -117 -4%
BF
1641
Brucke Financial
Indiana
$1.49M -$112K -202 -7%
AFO
1642
Arrowroot Family Office
California
$1.49M -$46.1K -83 -3%
IP
1643
Indivisible Partners
Florida
$1.49M +$1.45M +2,605 New
AC
1644
Addison Capital
Pennsylvania
$1.48M +$556 +1 +0%
CFO
1645
Cambient Family Office
Michigan
$1.48M +$1.43M +2,580 New
LWAM
1646
Legacy Wealth Asset Management
Minnesota
$1.48M -$59.5K -107 -4%
RCA
1647
Resonant Capital Advisors
Wisconsin
$1.48M +$8.34K +15 +0.6%
T
1648
Tidemark
California
$1.48M -$283K -510 -17%
TWM
1649
Tradition Wealth Management
Minnesota
$1.47M +$17.2K +31 +1%
GFPC
1650
Global Financial Private Client
Florida
$1.47M +$5.56K +10 +0.4%