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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
EVM
1701
Evelyn V. Moreno
$371K +$337K +1,550 New
DFG
1702
Delta Financial Group
New Jersey
$370K +$331K +1,522 New
DA
1703
Doliver Advisors
Texas
$370K -$2.18K -10 -0.6%
AC
1704
Addison Capital
Pennsylvania
$369K -$1.31K -6 -0.4%
SA
1705
SAM Advisors
California
$369K – – –
WFI
1706
West Family Investments
California
$369K +$4.57K +21 +1%
COCM
1707
Charter Oak Capital Management
New Hampshire
$368K -$1.52K -7 -0.5%
PL
1708
Plancorp LLC
Missouri
$368K -$3.05K -14 -0.9%
CS
1709
Capital Square
Tennessee
$368K – – –
BWA
1710
BDO Wealth Advisors
Florida
$367K -$11.5K -53 -3%
AC
1711
Avestar Capital
New York
$367K +$57.7K +265 +21%
SFS
1712
Strategic Financial Services
New York
$367K -$1.19M -5,471 -78%
DBT
1713
Dubuque Bank & Trust
Iowa
$366K +$5.01K +23 +2%
LNB
1714
Ledyard National Bank
$366K – – –
FWP
1715
Firethorn Wealth Partners
Georgia
$363K +$330K +1,514 New
BB
1716
Bell Bank
North Dakota
$362K – – –
CPSAC
1717
Chas P. Smith & Associates (CPS)
Florida
$361K -$20.9K -96 -6%
RIA
1718
Richwood Investment Advisors
Ohio
$361K +$7.4K +34 +2%
HWA
1719
Heartwood Wealth Advisors
Virginia
$360K +$871 +4 +0.3%
FWM
1720
Fingerlakes Wealth Management
New York
$360K +$1.74K +8 +0.5%
SC
1721
Schulhoff & Co
Ohio
$359K -$32.7K -150 -9%
LI
1722
Lafayette Investments
Maryland
$359K – – –
RC
1723
RBO & Co
California
$359K – – –
BEW
1724
Burton Enright Welch
California
$359K +$653 +3 +0.2%
CCM
1725
Chickasaw Capital Management
Tennessee
$359K – – –