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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
ICM
1651
IMS Capital Management
Oregon
$286K
PWP
1652
Pursue Wealth Partners
California
$286K
SIM
1653
SSI Investment Management
California
$286K
WMG
1654
WESCAP Management Group
California
$286K
WA
1655
WealthTrust Axiom
Pennsylvania
$286K +$211 +1 +0.1%
PWM
1656
PBMares Wealth Management
Virginia
$286K +$29.5K +140 +10%
WA
1657
Wealth Alliance
New York
$286K +$338K +1,602 New
IIM
1658
Ironwood Investment Management
Massachusetts
$285K -$84.3K -400 -20%
DBT
1659
Dubuque Bank & Trust
Iowa
$285K -$30.3K -144 -8%
BWA
1660
BDO Wealth Advisors
Florida
$284K -$42.1K -200 -11%
ACA
1661
Affinity Capital Advisors
California
$284K +$843 +4 +0.3%
TVAMP
1662
Tennessee Valley Asset Management Partners
Tennessee
$284K +$1.26K +6 +0.4%
SWMG
1663
Sanchez Wealth Management Group
Florida
$284K +$1.9K +9 +0.6%
EAM
1664
Empirical Asset Management
Massachusetts
$284K +$145K +688 +76%
AWP
1665
Abacus Wealth Partners
California
$284K -$21.7K -103 -6%
PL
1666
Plancorp LLC
Missouri
$283K -$1.48K -7 -0.4%
DWM
1667
Doyle Wealth Management
Florida
$283K +$5.06K +24 +2%
AIP
1668
Almanack Investment Partners
Pennsylvania
$282K -$21.7K -103 -6%
CCMD
1669
Cypress Capital Management (Delaware)
Delaware
$282K
AA
1670
Addison Advisors
Vermont
$282K +$3.79K +18 +1%
TSWM
1671
Tyler-Stone Wealth Management
Ohio
$281K +$421 +2 +0.1%
WMA
1672
West Michigan Advisors
Michigan
$281K +$206K +978 +92%
WMA
1673
Wealth Management Associates
New Jersey
$280K +$211 +1 +0.1%
BBNA
1674
Bremer Bank National Association
Minnesota
$280K -$10.5K -50 -3%
SAS
1675
Sanford Advisory Services
Michigan
$280K